Steps to add Prospect BILL TO address on the SOP Blank Quote form in Microsoft Dynamics GP

Symptoms
Steps to add Prospect BILL TO address on the SOP Blank Quote form in Microsoft Business Solutions - Great Plains 8.0
Cause
n/a
Resolution
Prospects do not have multiple Address ID information as a regular Customer does. If you look at the Customer card, you will notice that separate fields are provided for Ship To, Bill To, and Statement To addresses. Prospects only have one main address.

Regular Customer's Bill To Addresses are pulled in from the Customer Address MSTR table. Prospects do not have records stored in this table. As such, separate calculated fields were created to make the Bill To Address 1 and Bill To Address fields print on Quote Forms. Please see the following calculated fields in Report Writer:

(C) Bill To Address 1
(C) Bill To Address 2

We will need to create the following fields to make the City, State, and Zip print on the SOP Blank Quote Form:

(C) Bill To City
(C) Bill To State
(C) Bill To Zip

Here's are steps you can try:

1. Go to Report Writer (Tools | Customize | Report Writer).

2. Choose Microsoft Great Plains as the product.

3. Click Reports on the Toolbar.

4. See if SOP Blank Quote Form is listed under the Modified Reports pane. If not, insert it from the Original Reports pane.

5. Click on SOP Blank Quote Form and click Open.

6. Click Layout in the Report Definition window.

7. Under Toolbox, select Calculated fields. You will see (C) Bill To Address 1 and (C) Bill To Address 2 listed as the first two fields.

8. Click New.

9. Create the following field for the City

Name: (C) Bill To City
Result Type: String
Expression Type: Conditional

a. Click the Conditional Field to activate it.

b. Click the Fields tab.
Resources: Sales Transaction Work
Field: Prospect
- Click Add.

c. Under Operators, click equals (=).

d. Click the Constants tab.
Type: Integer
Constant: 0
- Click Add.

e. Click the True Case field to activate it.

f. Click the Fields Tab
Resources: Customer Master Address File
Field: City
- Click Add.

g. Click the False Case field to activate it.

h. Click the Fields Tab
Resources: Sales Transaction Work
Field: City
- Click Add.

i. Click OK to save the calculated field.

10. Create the following field for the State

Name: (C) Bill To State
Result Type: String
Expression Type: Conditional

a. Click the Conditional Field to activate it.

b. Click the Fields tab.
Resources: Sales Transaction Work
Field: Prospect
- Click Add.

c. Under Operators, click equals (=).

d. Click the Constants tab.
Type: Integer
Constant: 0
- Click Add.

e. Click the True Case field to activate it.

f. Click the Fields Tab
Resources: Customer Master Address File
Field: State
- Click Add.

g. Click the False Case field to activate it.

h. Click the Fields Tab
Resources: Sales Transaction Work
Field: State
- Click Add.

i. Click OK to save the calculated field.

11. Create the following field for the Zip Code

Name: (C) Bill To State
Result Type: String
Expression Type: Conditional

a. Click the Conditional Field to activate it.

b. Click the Fields tab.
Resources: Sales Transaction Work
Field: Prospect
- Click Add.

c. Under Operators, click equals (=).

d. Click the Constants tab.
Type: Integer
Constant: 0
- Click Add.

e. Click the True Case field to activate it.

f. Click the Fields Tab
Resources: Customer Master Address File
Field: Zip
- Click Add.

g. Click the False Case field to activate it.

h. Click the Fields Tab
Resources: Sales Transaction Work
Field: Zip Code
- Click Add.

i. Click OK to save the calculated field.

12. Modify the following fields:

Bill To Address Line 1
Bill To Address Line 2
Bill To Address Line 3

a. Under Toolbox, select Calculated fields.

b. Click on Bill To Address Line 1 and click Open.

c. Scroll to the left of the Calculated field until to see 'RM_Customer_MSTR_ADDR.City'.

d. Click on 'RM_Customer_MSTR_ADDR.City' and click Remove.

e. Click on 'RM_Customer_MSTR_ADDR.State' and click Remove.

f. Click on 'RM_Customer_MSTR_ADDR.Zip' and click Remove.

g. Click the Fields tab.
Resources: Calculated Fields
Field: (C) Bill To City
- Click Add

Resources: Calculated Fields
Field: (C) Bill To State
- Click Add

Resources: Calculated Fields
Field: (C) Bill To Zip
- Click Add

The Calculated Field should read as follows:

FUNCTION_SCRIPT(rw_SelectAddrLine1""(C) Bill To Address 1(C) Bill To Address 2""""(C) Bill To City(C) Bill To State(C) Bill To Zip"" )

h. Click OK to save the changes on the field.

***Repeat Step 12 for the following fields:
Bill To Address Line 2
Bill To Address Line 3

13. Close the Layout window by clicking on the "X" button at the upper right hand corner.

14. Choose to Save the Changes.

15. Click OK in the Report Definition window.

16. Log back to Dynamics GP (File | Microsoft Dynamics GP).

17. Make sure that you have access to print the modified report:

A. Open the User Security Setup window by pointing to the Microsoft Dynamics GP menu, then point to Tools, point to Setup, point to System, and then click on User Security.
B. Enter the User Id you are looking to grant access to the modified form/report to.
C. Enter the company this security needs to be granted in.
D. Take down the "Alternate/Modified Forms and Reports ID" that appears at the bottom of the window.
E. Open the Alternate/Modified Forms and Reports window by pointing to the Microsoft Dynamics GP menu, then point to Tools, point to Setup, point to System, then click on Alternate/Modified Forms and Reports.
F. Enter in the Id obtained in step D
G. Select Microsoft Dynamics GP as the product.
H. Select Reports as the Type.
I. Expand the Sales Folder.
J. Find the SOP Blank Quote form report you are looking to grant access to in the list that populates and expand it. Make sure it is set to the one labeled (modified)

18. Print the SOP Blank Quote Form for Prospects. This should show the City, State, Zip line.


More information
bill-to gp blank order
Note This is a "FAST PUBLISH" article created directly from within the Microsoft support organization. The information contained herein is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use for other considerations.
Свойства

ИД на статията: 3091374 – Последен преглед: 08/21/2015 21:34:00 – Редакция: 2.0

Microsoft Business Solutions–Great Plains 8.0

  • kbmbsmigrate kbsurveynew KB3091374
Обратна връзка