How to add the "Additional Information" field from the Internet Information window to the SOP Blank Invoice Form report

Applies to: Microsoft Dynamics GP 2015Dynamics GP 2016

Question:


How do you add the Additional Information field from the Internet Information window to the SOP Blank Invoice Form in Report Writer for Microsoft Dynamics GP?

ANSWER:


NOTE:  The steps below can be applied to other Sales documents like the Picking ticket or Sales Order form as well. 

 

A. Open Report Writer

  1. Open Report Writer - Microsoft Dynamics GP > Tools > Customize > Report Writer

  2. If asked for a Product, select Microsoft Dynamics GP

  3. Click Reports

  4. On the Original Reports side, highlight SOP Blank Invoice Form and Insert to the right.

  5. Then on the Modified Reports side, highlight the same report and choose Open.

B. Link the RM Customer MSTR table to the Sales Transaction Work table

  1. In the Report Definition window choose the Tables Button.

  2. In the Report Table Relationships window, click Sales Transaction Work, and then click New.

  3. In the Related Tables window, click RM Customer MSTR, and then click OK.

  4. Click Close.

  5. In the Report Definition window, click Layout.

C. Create the calculated field for the first line of the Additional Information field

  1. In the Toolbox window, click Calculated Fields, and then click New.

  2. In the Name field, type “Additional Information Field Line 1.”

  3. In the Result Type list, click String, and then click Calculated in the Expression Type area.

  4. Click the Functions tab, and then click User-Defined.

  5. In the Core list, click System, click RW_GetInternetText in the Function list, and then click Add.

  6. Click the Constants tab, click String in the Type list, type CUS in the Constant field, and then click Add. 

    Note: this function also works for other fields in GP:

    CMP = COMPANY
    VEN = VENDOR
    CUS = CUSTOMER
    EMP = EMPLOYEE
    ITM = ITEM
    SLP = SALESPERSON

  7. Click the Fields tab, click RM Customer MSTR under the Resources list, click Customer Number in the Fields list, and then click Add.

  8. From the Fields tab again, click RM Customer MSTR under the Resources list, click Address Code in the Fields list, and then click Add.

  9. Select the Constants tab.

  10. Click Integer in the Type list, type 80 in the Constant field, and then click Add.

  11. Type 1 in the Constant field, and then click Add.

  12. Type 9 in the Constant field, and then click Add.

    Note: The values 80,1 and 9 refer to the following:

    The 80 refers to the character length of the string.
    The 1 refers to the first line of text
    The 9 refers to the field on the window

    1 = Email
    2 = Home Page
    3 = FTP Site
    4 = Image
    5 = Login
    6 = Password
    7 = User Defined 1
    8 = User Defined 2
    9 = Addl Info
    10 = TO address
    11 = CC address
    12 = BCC address

    The Calculated field should display as follows:

    FUNCTION_SCRIPT(RW_GetInternetText"CUS"RM_Customer_MSTR.Customer NumberRM_Customer_MSTR.Address Code5019 )

  13. Click OK
  14. Repeat steps 1 through step 13 in this section if you want to print additional lines from the Additional Information field. In step 11, replace 1 with the number of the additional line that you want to print. For example, if you want to print the second line of the Additional Information field, type 2. 

D. Add fields to the layout of the report

  1. In the Toolbox window, click Calculated Fields, and then click Internet Window Additional Information Field Line 1.

  2. Drag the field to the H2 section

  3. Double-click Additional Information Field Line 1

  4. In the Display Type list, click Data.

  5. Click OK.

Save the modified report and set security to the modified report. (Administration >> Setup >> System >> Alternate/Modified Forms and Reports)

 

 

 

MORE INFORMATION


The above steps were taken from this BLOG