How to print the difference between the list price and the unit price for items on Sales Order Processing order forms in Microsoft Dynamics GP


INTRODUCTION

This article describes how to print the difference between the list price and the unit price for items on Sales Order Processing order forms in Microsoft Dynamics GP and in Microsoft Business Solutions – Great Plains 8.0.

Consider the following scenario. An item on a sales order is an inventoried item. The item has a pricing method of % of List Price . The list price is $100.00, and the item is sold at 90 percent of the list price. Therefore, the discount is 10 percent.

When you follow the steps in this article, the original, unmodified discount field will print on the Sales Order Processing order form when one or more of the following conditions are true:

• The items use a pricing method other than % of List Price .
• A markdown amount or a markdown percent is entered for the item in the Sales Transaction Entry window.
• The item is a non-inventoried item.



     

MORE INFORMATION

This article applies to the following reports:

• SOP Blank Order Form
• SOP Long Order Form
• SOP Other Order Form
• SOP Short Order Form



     
To print the difference between the list price and the unit price for items on Sales Order Processing order forms in Microsoft Dynamics GP, follow these steps.

Note These steps use the SOP Blank Order Form as an example.

Step 1: Back up the Reports.dic file, and then start Report Writer

1. If you have any modified Microsoft Dynamics GP reports, back up the Reports.dic file. To locate the Reports.dic file, follow these steps:
a.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Setup , point to System , and then click Edit Launch File .
• In versions that are earlier than Microsoft Dynamics GP 10.0, point to Setup on the Tools menu, point to System , and then click Edit Launch File .



     
b. If you are prompted, type the system password.
c. In the Edit Launch File window, click Microsoft Dynamics GP or Great Plains .
d. Record the path that appears in the Reports box.
e. To close the Edit Launch File window, click OK .
f. Locate the Report.dic file in the path that you recorded.
g. Right-click the Reports.dic file, and then click Copy .
h. Go to a location such as the desktop.
i. Right-click the location where you want to put the Reports.dic file backup, and then click Paste .
2.

Use the appropriate step:

• In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Customize , and then click Report Writer .
• In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions – Great Plains 8.0, point to Customize on the Tools menu, and then click Report Writer .



     
3. In the Product list, click Microsoft Dynamics GP or Great Plains , and then click OK .

Step 2: Add a table to the report

1. Click Reports .
2. In the Original Reports list, click SOP Blank Order Form , and then click Insert .
3. In the Modified Reports list, click SOP Blank Order Form , and then click Open .
4. Click Tables .
5. Click Sales Transaction Amounts Work , and then click New .
6. Click Item Master , and then OK .
7. In the Report Table Relationships window, click Close .

Step 3: Create the first calculated field

1. In the Report Definition window, click Layout .
2. In the toolbox list, click Calculated Fields , and then click New .
3. Type List Price in the Name field.
4. Click String in the Result Type list, and then click Calculated in the Expression Type box.
5. Click Functions , and then click User-Defined .
6. Click Inventory in the Core list, click rw_ivGetFuncListPrice in the Function list, and then click Add .
7. Click Fields .
8. Click Sales Transaction Amounts Work in the Resources list, click Item Number in the Field list, and then click Add .
9. Verify that the expression in the Calculated field appears as the following string.
FUNCTION_SCRIPT( rw_ivGetFuncListPrice SOP_LINE_WORK.Item Number )
10. Click OK .

Step 4: Create the second calculated field

1. In the toolbox list, click Calculated Fields , and then click New .
2. Type Convert List Price in the Name field.
3. Click Currency in the Result Type list, and then click Calculated in the Expression Type box.
4. Click Functions , and then click System-Defined .
5. Click STR_CUR , and then click Add .
6. Click Fields .
7. Click Calculated Fields in the Resources list, click List Price in the Field list, and then click Add .
8. Verify that the expression in the Calculated field appears as the following string.
STR_CUR( List Price )
9. Click OK .

Step 5: Create the third calculated field

Note This step will print a markdown entered manually in the Sales Transaction Entry window in a separate field on the report.
1. In the toolbox list, click Calculated Fields , and then click New .
2. Type Discount Amount in the Name field.
3. Click Currency in the Result Type list, and then click Calculated in the Expression Type box.
4. Click ( in the Operators section.
5. Click Fields .
6. Click Calculated Fields in the Resources list, click Convert List Price in the Field list, and then click Add .
7. Click * in the Operators section.
8. Click Sales Transaction Amounts Work in the Resources list, click QTY To Invoice in the Field list, and then click Add .
9. Click ) in the Operators section.
10. Click in the Operators section.
11. Click Sales Transaction Amounts Work in the Resources list, click Extended Price in the Field list, and then click Add .
12. Verify that the expression in the Calculated field appears as the following string:
( Convert List Price * SOP_LINE_WORK.QTY To Invoice ) - SOP_LINE_WORK.Extended Price
13. Click OK .

Step 5: Create the fourth calculated field

Note this step will include a markdown entered manually in the Sales Transaction Entry window in a calculated discount.
1. In the toolbox list, click Calculated Fields , and then click New .
2. Type Conditions_Discount Amount in the Name field.
3. Click Currency in the Result Type list, and then click Conditional in the Expression Type box.
4. Click Fields .
5. Click Sales Transaction Amounts Work in the Resources list, click Non IV in the Field list, and then click Add .
6. Click = in the Operators section.
7. Click Constants .
8. Click Integer in the Type list, type 1 in the Constant field, and then click Add .
9. Click OR in the Operators section.
10. Click Fields .
11. Click Calculated Fields in the Resources list, click F/O Markdown Amount in the Field list, and then click Add .
12. Click > in the Operations section.
13. Click Constants .
14. Click Currency in the Type list, and then click Add .
15. Click OR in the Operators section.
16. Click Fields .
17. Click Item Master in the Resources list, click Price Method in the Field list, and then click Add .
18. Click <> in the Operators section.
19. Click Constants .
20. Click Integer in the Type field, type 2 in the Constant field, and then click Add .
21. Click in the True Case expressions box.
22. Click Fields .
23. Click Calculated Fields in the Resources list, click F/O Markdown Amount in the Field list, and then click Add .
24. Click in the False Case expressions box.
25. Click Calculated Fields in the Resources list, click Discount Amount in the Fields list, and then click Add .
26. Verify that the expressions for the conditional field appear as the following.
Conditional: SOP_LINE_WORK.Non IV = 1 OR F/O Markdown Amount > 0.00000 OR IV_Item_MSTR.Price Method <> 2
True Case: F/O Markdown Amount
False Case: Discount Amount
27. Click OK .

Step 6: Modify the layout

1. To set the default font size of any fields that you add the report layout, follow these steps:
a. On the Tools menu, click Drawing Options .
b. Click 8 in the Font Size list.
c. Click Clear in the Pattern section.
d. Click OK .
2. To make the F/O Markdown Amount field in the H2 section invisible, follow these steps:
a. Double-click F/O Markdown Amount .
b. In the Visibility list, click Invisible .
c. Click OK .
3. Click Calculated Fields in the toolbox list.
4. Drag either the Conditions_Discount Amount field or the Discount Amount field to the layout. Drag the field over the existing F/O Markdown Amount field.

Step 7: Save the changes to the report, and then exit Report Writer

1. On the File menu, click Microsoft Dynamics GP or Microsoft Business Solutions – Great Plains .
2. Click Save when you are prompted to save the changes to the report layout.
3. Click Save when you are prompted to save the changes to the modified report.

Step 8: Assign security permissions to the report

To assign security permissions to the modified report, use one of the following methods.

Method 1: Use security in Microsoft Dynamics GP 10.0

1. Point to Tools on the Microsoft Dynamics GP menu, point to Setup , point to System , and then click Alternate/Modified Forms and Reports .
2. In the ID box, type the Alternate/Modified Forms and Reports ID associated with the user ID that will print this modified report.
3. In the Product list, click Microsoft Dynamics GP .
4. In the Type list, click Reports .
5. Expand the Sales folder.
6. Expand the folder for the report that you modified.
7. Click Microsoft Dynamics GP (Modified) .
8. Click Save .
9. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click User Security .
10. In the User list, click a user ID.
11. In the Company list, click a company.
12. In the Alternate/Modified Forms and Reports ID list, click the ID that you typed in step 2 in this section.

Method 2: Use the Advanced Security tool in a version that is earlier than Microsoft Dynamics GP 10.0

1. On the Tools menu, point to Setup , point to System , and then click Advanced Security .
2. If you are prompted, type the system password in the Please Enter Password box, and then click OK .
3. In the Advanced Security window, click View , and then click By Alternate, Modified and Custom .
4.

Use the appropriate step:

• In Microsoft Dynamics GP 9.0, expand Microsoft Dynamics GP .
• In Microsoft Business Solutions - Great Plains 8.0, expand Great Plains .



     
5. Expand Reports , expand Sales , and then expand the report that you modified.
6.

Use the appropriate step:

• In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP (Modified).
• In Microsoft Business Solutions - Great Plains 8.0, click Great Plains (Modified) .



     
7. Click Apply , and then click OK .

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

Method 3: Use the Standard Security tool in a version that is earlier than Microsoft Dynamics GP 10.0

1. On the Tools menu, point to Setup , point to System , and then click Security .
2. If you are prompted, type the system password in the Please Enter Password box, and then click OK .
3. In the User ID list, click the ID of the user who you want to have access to the modified report.
4. In the Type list, click Modified Reports .
5. In the Series list, click Sales .
6. In the Access List box, double-click the report that you modified, and then click OK .

Note An asterisk (*) appears next to the report name.

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