How to add the "Customer Item Number" field to a quote, order, or invoice form in Sales Order Processing in Microsoft Dynamics GP


INTRODUCTION

This article discusses how to add the Customer Item Number field to a quote, order, or invoice form in Sales Order Processing in Microsoft Dynamics GP. Sales Order Processing contains an option that lets you print the Customer Item Number field. If you select this option, the Inventory Item Number field does not print. This article contains steps that let you print both the Inventory Item Number field and the Customer Item Number field.

MORE INFORMATION

Note These steps will work with most quote, order, or invoice forms. However, these steps will not work with the Options forms, such as the SOP Blank Options Invoice form.

Step A: Back up the report, and then open the report

1. Back up the Reports.dic file if you have any modified Microsoft Dynamics GP reports. To locate the Reports.dic file, follow these steps:
a. 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 Microsoft Dynamics GP 9.0, point to Setup on the Tools menu, point to System , and then click Edit Launch File .
b. If you are prompted for the password, type the system password.
c. In the Edit Launch File window, click Microsoft Dynamics GP . The path of the Reports.dic file appears in the Reports box.
2. 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, point to Customize on the Tools menu, and then click Report Writer .
3. In the Product list, click Microsoft Dynamics GP , and then click OK .
4. In Report Writer, click Reports .
5. In the Original Reports column, click the report for the quote, order, or invoice that you want to modify, and then click Insert .
6. In the Modified Reports list, click the report for the quote, order, or invoice that you want to modify, and then click Open .
7. In the Report Definition window, click Layout .

Step B: Create a calculated field for the customer item number

1. In the Toolbox window, click Calculated Fields in the resource list, and then click New .
2.

In the Calculated Field Definition window, specify the following settings:

Name : Customer Item Number (C)
Result Type : String
Expression Type : Calculated



     
3. Click the Functions tab, and then click User-Defined .
4. In the Core list, click Sales . Then, in the Function list, click RW_SOP_GetCustomerItemNumber .
5. Click Add .
6. Click the Constants tab. In the Type list, click Integer , and then type 1 in the Constants field.
7. Click Add .
8. Click the Fields tab. In the Resource list, click Sales Transaction Amounts Work , and then click Non IV in the Field list.
9. Click Add .
10. In the Field list, click Item Number , and then click Add .
11. In the Field list, click Item Description and then click Add .
12. In the Resource list, click Sales Transaction Work . In the Field list, click Customer Number , and then click Add . The calculated expression will appear as follows:
FUNCTION_SCRIPT(RW_SOP_GetCustomerItemNumber1SOP_LINE_WORK.Non IVSOP_LINE_WORK.ItemNumberSOP_LINE_WORK.Item DescriptionSOP_HDR_WORK.CustomerNumber)
13. Click OK .

Step C: Add the Customer Item Number (C) calculated field to the report

1. In the Toolbox window, click Calculated Fields in the resource list, and then click Customer Item Number (C) .
2. Drag the Customer Item Number (C) field onto the H2 and H3 sections of the report.

Step D: Save the report, and then exit Report Writer

1. Close the report. Click Save when you are prompted to save your changes.
2. In the Report Definition window, click OK .
3. Click File , and then click Microsoft Dynamics GP .

Optional step: Create a calculated field to print the inventory item number when there is no customer item number

1. In the Toolbox window, click Calculated Fields in the Resources list, and then click New .
2.

In the Calculated Field Definition window, specify the following settings:

Name : Suppress Customer Item
Result Type : String
Expression Type : Conditional



     
3. In the Resources list, click Calculated String Fields .
4. In the Fields list, click Customer Item Number (C) , and then click Add .
5. In the Operators area, click = .
6. In the Resources list, click Sales Transaction Amounts Work .
7. In the Fields list, click Item Number , and then click Add .
8. Click in the True Case box, and then click the Constants tab.
9. In the Type list, click String , and then click Add .
10. Click in the False Case box, and then click the Fields tab.
11. In the Resources list, click Calculated Fields .
12. In the Fields list, click Customer Item Number (C) , click Add , and then click OK .

Step E: Grant access to the report

Method 1: By using security in Microsoft Dynamics GP 10.0

1. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to Security , and then point to Alternate/Modified Forms and Reports .
2. In the ID box, type the ID of the user who will print this modified report.
3. In the Product list, click Microsoft Dynamics GP .
4. In the Type list, click Reports .
5. Expand Sales .
6. Expand the node for the quote, order, or invoice form that you modified.
7. Click Microsoft Dynamics GP (Modified) .

Note A check mark appears at the beginning of the name.
8. Click Save .

Method 2: By using Advanced Security in Microsoft Dynamics GP 9.0

1. On the Tools menu, point to Setup , point to System , and then click Advanced Security . If you are prompted, type the system password.
2. Click View , and then click by Alternate, Modified and Custom .
3.

Expand the following nodes:

Microsoft Dynamics GP
Reports
Sales



     
Then, expand the node for the quote, order, or invoice form that you modified.
4. Click Microsoft Dynamics GP (Modified) .
5. Click Apply , and then click OK .

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

Method 3: By using Microsoft Dynamics GP security in Microsoft Dynamics GP 9.0

1. On the Tools menu, point to Setup , point to System , and then click Security . If you are prompted, type the system password.
2. In the User ID list, click the user ID of the user who will access the report.
3. In the Type list, click Modified Reports .
4. In the Series list, click Purchasing .
5. In the Access List box, double-click the quote, order, or invoice form that you modified, and then click OK . An asterisk appears next to the report name.

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