How to add the notes that are attached to the Shipping Method in the Shipping Methods Setup window to the SOP Blank Packing Slip in Microsoft Dynamics GP


INTRODUCTION

This article describes how to add notes to the SOP Blank Packing Slip in Microsoft Dynamics GP. Specifically, this article describes how to add the notes that are attached to the Shipping Method in the Shipping Methods Setup window. This process may be useful if you have to print the address of the shipping company on the report. You can assign a separate shipping method for each shipping company, and then enter the shipper’s address on the notes.

MORE INFORMATION

To add the notes from the Shipping Method to the SOP Blank Packing Slip, follow these steps.

Back up the Reports.dic file

If the existing Microsoft Dynamics GP reports have been modified, back up the Reports.dic file. To locate the Reports.dic file, follow these steps:
1. On the Tools menu, point to Setup , point to System , and then click Edit Launch File .
2. If you are prompted to enter the system password, type the password, and then click OK .
3.

Use one of the following steps, depending on which version you are running:

• In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Edit Launch File window.
• In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Edit Launch File window. Note the path that appears in the Reports box.



     
4. Click OK to close the Edit Launch File window.

Open Report Writer

1. On the Tools menu, point to Customize , and then click Report Writer .
2. In the Product list, click either Microsoft Dynamics GP or Great Plains , depending on which version you are running.
3. Click OK .

Create a new table relationship

Create a new table relationship from the SOP Document HDR Temp table to the Shipping Methods Master table. To do this, follow these steps:
1. On the toolbar, click Tables , and then click Tables .
2. In the Tables window, click SOP_Document_HDR_TEMP , and then click Open .
3. Click Relationships , and then click New .
4. Click the ellipsis button (...) to the right of Secondary Table .
5. Click Shipping Methods Master in the Relationship Table Lookup window.
6. Click OK .
7. In the Secondary Table Key list, click SY_Shipping_Methods_MSTR_Key1 .
8. To match the Shipping Method field from the Secondary table, select Shipping Method in the Primary Table list.
9. Select OK , and then close all the open windows. If you are prompted to save changes, click Save .

Open the SOP Blank Packing Slip Form

1. Click Reports .
2. In the Original Reports list, click SOP Blank Packing Slip Form , and then click Insert .
3. In the Modified Reports list, click SOP Blank Packing Slip Form , and then click Open .

Add the Record Notes Master table to the SOP Blank Packing Slip Form

1. In the Report Definition window, click Tables .
2. In the Report Table Relationships window, click 01.Sales Document Header Temp , and then click New .
3. In the Related Tables window, click Shipping Methods Master , and then click OK .
4. In the Report Table Relationships window, click 05.-Shipping Methods Master , and then click New .
5.

In the Related Tables window, click Record Notes Master , and then click OK .

Note The list of items in the Report Table Relations list should resemble the following list:

• 01. Sales Document Header Temp
• 02. -Sales Transaction Work
• 03. --Customer Master Address File
• 04. --Sales User-Defined Work History
• 05. -Shipping Methods Master
• 06. --Record Notes Master
• 07. -Sales Document Line Temp*
• 08. --Sales Transaction Amounts Work*
• 09. ---Sales Line Comment Work and History
• 10. ---Sales Serial/Lot Work and History*



     
6. Click Close .

Add the note field to the page header of the report

1. In the Report Definition window, click Layout .
2. In the Toolbox window, click Record Notes Master in the resource list.
3. Drag the Text Field field to the PH section of the Report Layout window.
4. Close the Report Layout window.
5. Click Save when you are prompted to save the changes.
6. In the Report Definition window, click OK .
7. On the File menu, click either Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains to exit Report Writer.

Grant access to the report

Use one of the following methods to grant the user access to the report.

Method 1: Use standard security in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains

1. On the Tools menu, point to Setup , point to System , and then click Security .
2. If you are prompted to enter the system password, type the password.
3. In the User ID list, select the user ID of the user to whom you want to give access to the report.
4. In the Type list, select Modified Reports .
5. In the Series list, select Sales .
6. In the Access List box, double-click SOP Blank Packing Slip Form , and then click OK .

Note An asterisk appears next to the report name.

Method 2: Use Advanced Level Security in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains

1. On the Tools menu, point to Setup , point to System , and then click Advanced Security .
2. If you are prompted to enter the system password, type the password.
3. Click View , and then click by Alternate, Modified and Custom .
4. Expand either Microsoft Dynamics GP or Great Plains , expand Reports , expand Sales , and then expand SOP Blank Packing Slip Form .
5. Click either Microsoft Dynamics GP (Modified) or Great Plains (Modified) .
6. Click Apply , and then click OK .

Note By default, the current user and the current company are selected when you start Advanced Level Security. Any changes that you make apply to the current user and to the current company. However, you can select additional users in the User area of the Advanced Level Security window. You can select additional companies in the Company area of the Advanced Level Security window.