How to add the vendor e-mail address to POP Purchase Order Blank Form report in Microsoft Dynamics GP


INTRODUCTION

This article describes how to add the vendor e-mail address to the POP Blank Purchase Order Form report in Microsoft Dynamics GP and Microsoft Business Solutions – Great Plains 8.0.

MORE INFORMATION

Step 1: Back up and then open the report

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 one of the following methods:

• In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click Edit Launch File .
• On the Tools menu, point to Setup , point to System , and then click Edit Launch File .



     
b. If you are prompted for the password, type the system password.
c.

Use one of the following methods, depending on the product that you have installed:

• In Microsoft Dynamics GP, 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.



     
d. Note the path that appears in the Reports box.
e. Click OK to close the Edit Launch File window.
2.

Use one of the following methods:

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



     
3.

Use one of the following methods:

• In Microsoft Dynamics GP, click Microsoft Dynamics GP in the Product list, and then click OK .
• In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Product list, and then click OK .



     
4. In Report Writer, click Reports .
5. In the Original Reports column, click POP Purchase Order Blank Form , and then click Insert .
6. In the Modified Reports list, click POP Purchase Order Blank Form , click Open , and then click Layout .

Step 2: Create a calculated field

1. In the Toolbox window, click Calculated Fields in the list that appears on the Layout tab.
2. Click New .
3. In the Calculated Field Definition window, type Vendor E-mail in the Name box.
4. In the Result Type list, click String , and then click Calculated in the Expression Type box.
5. Click the Functions tab, and then click User-Defined .
6. In the Core list, click System .
7. In the Function list, click RW_GetInternetInfo , and then click Add .
8. Click the Constants tab, and then click String in the Type list.
9. In the Constant field, type VEN , and then click Add .
10. Click the Fields tab, and then click Purchase Order Work in the Resources list.
11. In the Field list, click Vendor ID , and then click Add .
12. In the Resources list, click Purchase Order Work. In the Field list, click Vendor Address Code – Purchase Address , and then click Add .
13. Click the Constants tab, and then click Integer in the Type list.
14. In the Constant field, type 1 , and then click Add . The Calculated Expression displays the following:
 FUNCTION_SCRIPT(RW_GetInternetInfo"VEN"POP_PO.Vendor IDPOP_PO.Vendor Address Code - Purchase Address1 )
15. Click OK .
16. Drag the calculated field to the RH section of the report layout.

Step 3: 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 4: Assign security permissions to the modified report

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

Method 1: By using 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 Alternative/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 Purchasing folder.
6. Expand the folder for the report you modified.
7. Click to select 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 from step 2.

Method 2: by using the Advanced Security tool in a Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0

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.

Follow one of these steps, depending on which version is installed:

• 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 Purchasing , and then expand the report that you modified.
6.

Follow one of these steps, depending on which version is installed:

• 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: By using the Standard Security tool in a version prior to Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0

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 Purchasing .
6. In the Access List box, double-click the report you modified, and then click OK . An asterisk (*) appears next to the report name.

DISCLAIMER


MICROSOFT AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS OR WARRANTIES ABOUT THE SUITABILITY, THE RELIABILITY OR THE ACCURACY OF THE INFORMATION THAT IS CONTAINED IN THE DOCUMENTS AND THE RELATED GRAPHICS PUBLISHED ON THIS WEB SITE (THE “MATERIALS”) FOR ANY PURPOSE.

THE MATERIALS MAY INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS AND MAY BE REVISED AT ANY TIME WITHOUT NOTICE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, MICROSOFT AND/OR ITS SUPPLIERS DISCLAIM AND EXCLUDE ALL REPRESENTATIONS, WARRANTIES, AND CONDITIONS WHETHER EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT NOT LIMITED TO REPRESENTATIONS, WARRANTIES, OR CONDITIONS OF TITLE, NON-INFRINGEMENT, SATISFACTORY CONDITION OR QUALITY, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THE MATERIALS.