How to modify the SOP Inventory Sales History Report in Microsoft Dynamics GP


SUMMARY

This article contains step-by-step instructions to modify the SOP Inventory Sales History Report in Microsoft Dynamics GP. To successfully modify this report, a relationship between the Sales User-Defined Work History file and the Sales Transaction History file must be created. After you make this change, the report can be sorted by the User Defined 1 field. A header can then be added to the report layout. This header groups by the User Defined 1 field.

INTRODUCTION

This article describes how to modify the SOP Inventory Sales History Report in Microsoft Dynamics GP 10.0, in Microsoft Dynamics GP 9.0, and in Microsoft Business Solutions - Great Plains 8.0 in the following ways:

• Sort the report by using the value in the User Defined 1 field
• Group data in the report by using the value in the User Defined 1 field



     

MORE INFORMATION

Step 1: Back up the report, and then open 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.

Open the Edit Launch File window. To do this, follow the steps for your version of the program.

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 .
Microsoft Dynamics GP 9.0

On the Tools menu, point to Setup , point to System , and then click Edit Launch File .
Microsoft Business Solutions - Great Plains 8.0

On the Tools menu, point to Setup , point to System , and then click Edit Launch File .



     
Note If you are prompted to enter the system password, type the password, and then click OK .
b.

Follow the steps for your version of the program.

Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 9.0

In the Edit Launch File window, click Microsoft Dynamics GP .

Note The path is displayed in the Reports box.


Microsoft Business Solutions - Great Plains 8.0

In the Edit Launch File window, click Great Plains .

Note The path is displayed in the Reports box.



     
2.

Open Report Writer. To do this, follow the steps for your version of the program.

Microsoft Dynamics GP 10.0

On the Microsoft Dynamics GP menu, point to Tools , point to Customize , and then click Report Writer .
Microsoft Dynamics GP 9.0

On the Tools menu, point to Customize , and then click Report Writer .
Microsoft Business Solutions - Great Plains 8.0

On the Tools menu, point to Customize , and then click Report Writer .



     
3.

Follow the steps for your version of the program.

Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 9.0

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

In the Product list, click Great Plains , and then click OK .



     

Step 2: Link the Sales User-Defined Work History and Sales Transaction History files

1. In Report Writer, click Reports on the main menu.
2. In the Original Reports column, select SOP Inventory Sales History Report , and then click Insert .
3. In the Modified Reports list, select SOP Inventory Sales History Report , and then click Open .
4. In the Report Definition window, click Tables .
5. In the Report Table Relationship window, click 02. -Sales Transaction History , and then click New .
6.

In the Related Tables window, click Sales User-Defined Work History , and then click OK .

Note The Report Table Relations list in the Report Table Relationship window resembles the following list:

01. Sales Transaction Amounts History
02. Sales Transaction History
03. Sales User-Defined Work History



     
7. Click Close to close the Report Table Relationships window.

Step 3: Add a sort definition to the report

1. In the Report Definition window, click Sort .
2. In the Sorting Definition window, click Sales User-Defined Work History in the Report Table list, click User Defined 1 in the Table Fields list, and then click Insert .
3. Click OK to exit the Sorting Definition window.

Step 4: Add a header that is grouped by the "User Defined 1" field to the report

1. In the Report Definition window, click Layout .
2. On the Tools menu, click Section Options .
3. In the Report Section Options window, click the New button next to the Additional Headers list.
4. In the Header Options window, type a name in the Header Name box. For example, type User Defined 1 in the Header Name box.
5. In the Report Table list, click Sales User-Defined Work History .
6. In the Field list, click User Defined 1 , and then click OK .
7. Click OK to close the Report Section Options window.

Step 5: Add the "User Defined 1" field to the new header in the report

1. In the resource list of the Toolbox window, click Sales User-Defined Work History .
2. Drag the User Defined 1 field to the H1 section of the Report Layout window.

Step 6: Save the modified report

1. Click the Close button to close the Report Layout window.
2. Click Save when you receive the following message:

Do you want to save the changes to this report layout?

3. Click OK to close the Report Definition window.
4.

Follow the steps for your version of the program.

Microsoft Dynamics GP 10.0 and in Microsoft Dynamics GP 9.0

On the File menu, click Microsoft Dynamics GP .
Microsoft Business Solutions - Great Plains 8.0

On the File menu, click Microsoft Business Solutions - Great Plains .



     

Step 7: Assign security permissions to the modified 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. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to Security , and then click 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 order or invoice form that you modified.
7. Click Microsoft Dynamics GP (Modified) .

Note A check mark appears next to the name.

8. Click Save .

Method 2: Use 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 Microsoft Dynamics GP , expand Reports , expand Sales , and 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: Use 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 ID of the user who will access the report.
3. In the Type list, click Modified Reports .
4. In the Series list, click Sales .
5. In the Access List box, double-click the order or invoice form that you modified, and then click OK .

Note An asterisk appears next to the report name.

Method 4: Use Advanced Security in Microsoft Business Solutions - Great Plains 8.0

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 Microsoft Business Solutions Great Plains, expand Reports, expand Sales, and then expand the node for the order or invoice form that you modified.
4. Click Great Plains (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 5: Use Microsoft Dynamics security in Microsoft Business Solutions - Great Plains 8.0

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 ID of the user who will access the report.
3. In the Type list, click Modified Reports .
4. In the Series list, click Sales .
5. 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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