How to modify the SOP Blank Invoice Form to display the total amount of the invoice in words in Microsoft Dynamics GP and in Microsoft Great Plains


INTRODUCTION

This article describes how use Report Writer in Microsoft Dynamics GP and in Microsoft Business Solutions - Great Plains to modify the SOP Blank Invoice Form to display the total amount of the invoice in words.

MORE INFORMATION

To modify the SOP Blank Invoice Form to display the total amount of the invoice in words, follow these steps:
1. Back up and then open the report. To do this, follow these steps:
a. If you have existing modified Microsoft Dynamics GP or Microsoft Great Plains reports, back up the Reports.dic file. To find the Reports.dic file, follow these steps:
1. On the Tools menu, point to Setup , point to System , and then click Edit Launch File . If you are prompted, type the system password.
2. In the Edit Launch File dialog box, click Microsoft Dynamics GP or Great Plains . The location of the Reports.dic file is displayed in the Reports field.
b. Click Tools , point to Customize , and then click Report Writer .
c. In the Product list, click Microsoft Dynamics GP or Great Plains , and then click OK .
d. In Report Writer, click Reports .
e. In the Original Reports column, click SOP Blank Invoice Form , and then click Insert .
f. In the Modified Reports list, click SOP Blank Invoice Form , and then click Open .
2. Add a report field that you can use to obtain the correct Currency ID value when you print in originating currency. To do this, follow these steps:
a. In the Report Definition dialog box, click Layout .
b. In the Toolbox dialog box, click Sales Transaction Work in the Table list. Then, click Currency ID .
c. Drag the field onto the RF section of the report.
d. Double-click the field.
e. Click Invisible in the Visibility list, click Last Occurrence in the Display Type box, and then click OK to close the dialog box.
3. Create a calculated field to obtain the appropriate Currency ID based on the currency view being used. To do this, follow these steps:
a. In the Toolbox dialog box, click Calculated Fields in the Table list. Then, click New .
b. In the Name box, type CurrencyID .
c. In the Result Type list, click String , and then select the Conditional option in the Expression Type area.
d. Click the Fields tab, click Calculated Fields in the Resources list. Then, click (C) Force Functional in the Field list.
e. Click Add .
f. Click Equals (=) in the Operators section.
g. Click the Constants tab.
h. In the Type list, click Integer .
i. In the Constant value box, type 1 . Then, click Add .
j. Select the True Case field.
k. Click the Fields tab.
l. In the Resources list, click Globals . Then, click Functional Currency in the Field list.
m. Click Add .
n. Select the False Case field.
o. Click the Fields tab.
p. In the Resources list, click Report Fields . Then, click RF_LAST Currency ID in the Field list.
q. Click Add .
r. Click OK to close the Calculated Field Definition dialog box.
4. Create a calculated field by using the RW_ConvertToWordsAndNumbers function, and then add the field to the report. To do this, follow these steps:
a. In the Toolbox dialog box, click Calculated Fields in the Table list, and then click New .
b. In the Name box, type AmountinWords .
c. In the Result Type list, click String . Then, select the Calculated option in the Expression Type area.
d. Click the Functions tab, and then click User-Defined .
e. In the Core list, click System . Then, click RW_ConvertToWordsAndNumbers in the Function list.
f. Click Add .
g. Click the Fields tab.
h. In the Resources list, click Calculated Fields . Then, click F/O Document Amount in the Field list.
i. Click Add.
j. Click the Fields tab.
k. In the Resources list, click Calculated Fields . Then, click CurrencyID in the Field list.
l. Click Add .
m. In the Type list, click Integer , and then click Add . The calculated expression should resemble the following expression:
FUNCTION_SCRIPT(RW_ConvertToWordsAndNumbers F/O Document Amount CurrencyID 0 )
Note There is a limit of 80 characters for calculated fields that contain strings. Therefore, if it takes more than 80 characters to display the amount in words, the amount in words will be truncated to the first 80 characters.
n. Click OK to close the Calculated Field Definition dialog box.
o. In the Toolbox dialog box, click Calculated Fields in the Table list. Then, click AmountinWords .
p. Drag the field onto the RF section of the report.
q. Double-click the field, and then click Data in the Display Type box.
r. Click OK to close the dialog box.
s. Close the report layout.
t. When you are prompted to save your changes, click Save .
5. Exit Report Writer. To do this, follow these steps:
a. In the Report Definition dialog box, click OK .
b. On the File menu, click Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains .
6. Grant access to the report. To do this, use one of the following methods.

Method 1

Use the Advanced Security tool. To do this, follow these steps:
a. On the Tools menu, point to Setup , point to System , and then click Advanced Security . If you are prompted, type the system password.
b. Click View , and then click by Alternate, Modified and Custom .
c.

Expand the following nodes:

Microsoft Dynamics GP or Great Plains
Reports
Sales
SOP Blank Invoice Form



     
d. Click Microsoft Dynamics GP (Modified) or Great Plains (Modified) .
e. Click Apply , and then click OK .
Note By default, when you start the Advanced Security tool, the current user and company are selected. Any changes that you make are for the current user and company. However, you can select additional users and companies in the User and Company areas of the Advanced Security dialog box.

Method 2

Use standard Microsoft Dynamics GP or Microsoft Great Plains security. To do this, follow these steps:
a. On the Tools menu, point to Setup , point to System , and then click Security . If you are prompted, type the system password.
b. In the User ID list, click the user ID of the user to whom you want to give access to the report.
c. In the Type list, click Modified Reports .
d. In the Series list, click Sales .
e. In the Access List box, double-click SOP Blank Invoice Form , and then click OK . An asterisk appears next to the report name.

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