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How to add aging buckets to the RM Summary Historical Aged Trial Balance report by using Report Writer in Microsoft Dynamics GP

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This article describes how to use Report Writer in Microsoft Dynamics GP to add aging buckets to the RM Summary Historical Aged Trial Balance report.

Applies to:   Microsoft Dynamics GP
Original KB number:   857284

Introduction

Aging bucket 1 through aging bucket 4 are automatically printed in the aging reports in Receivables Management in Microsoft Dynamics GP. To view the amounts in aging bucket 5 through aging bucket 7, you must manually add the aging buckets to the report. To manually add aging buckets to the report, follow these steps:

Step 1: Back up 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:

    1. Use the appropriate step:

      • In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then select Edit Launch File.
      • In Microsoft Dynamics GP 9.0 and in earlier versions, point to Setup on the Tools menu, point to System, and then select Edit Launch File.

    2. If you're prompted, type the system password.

    3. Use the appropriate step:

      • In Microsoft Dynamics GP 10.0 and in Microsoft Dynamics GP 9.0, select Microsoft Dynamics GP in the Edit Launch File window.
      • In Microsoft Business Solutions - Great Plains 8.0 and in earlier versions, select Great Plains in the Edit Launch File window.

    4. Note

      The path that appears in the Reports box.

    5. Select OK to close the Edit Launch File window.

Step 2: Open the report

  1. Use the appropriate step:

    • In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then select Report Writer.
    • In Microsoft Dynamics GP 9.0 and in earlier versions, point to Customize on the Tools menu, and then select Report Writer.

  2. Use the appropriate step:

    • In Microsoft Dynamics GP 10.0 and in Microsoft Dynamics GP 9.0, select Microsoft Dynamics GP in the Product list, and then select OK.
    • In Microsoft Business Solutions - Great Plains 8.0 and in earlier versions, select Great Plains in the Product list, and then select OK.

  3. Select Reports.

  4. In the Original Reports area, select RM Summary Historical Aged Trial Balance, and then select Insert.

  5. In the Modified Reports area, select RM Summary Historical Aged Trial Balance, and then select Open.

Step 3: Add the fields to the report

  1. Select Layout.

  2. In the Toolbox window, select Calculated Fields in the Resources list, and then select Current TRX Amount5.

  3. Drag the Current TRX Amount5 field to the RF section of the report. Then, drag the Current TRX Amount5 field to the F1 section of the report. This step will print aging bucket 5. You must move other fields, or you must resize other fields. Put this field on the left side of the Balance field.

  4. Double-click each field, and then select Sum in the Field list.

  5. Select OK.

  6. In the Toolbox window, select Legends in the Resources list, and then select Legend[5].

  7. Drag the Legend[5] field to the RF section of the report. Then, drag the Legend[5] field to the F1 section of the report. This step will print the aging period description. For example, the aging period description may be as follows:
    120 Days and Over

    Note

    For graphical reports, if you have to change the font in the new fields to match the fields that are already in the report, continue with steps 8 and 9 in this section.

  8. Select a field that was originally in the report. Select Tools, and then select Drawing options.

    Note

    The font and the size that is used. Select OK.

  9. Select the new field. Select Tools, and then select Drawing options. Define the font and the size to match the existing fields. Select OK.

  10. You must repeat steps 1 through 7 in this section to add aging bucket 6 and aging bucket 7. To define the aging buckets, use the appropriate step:

    • In Microsoft Dynamics GP 10.0, select Microsoft Dynamics GP, point to Tools, point to Setup, point to Sales, and then select Receivables.
    • In Microsoft Dynamics GP 9.0 and in earlier versions, point to Tools on the Setup menu, point to Sales, and then select Receivables.

Step 4: Save the modified report

  1. Close the report. Select Save when you're prompted to save the changes.
  2. In the Report Definition window, select OK.
  3. Use the appropriate step:
    • In Microsoft Dynamics GP 10.0 and in Microsoft Dynamics GP 9.0, select Microsoft Dynamics GP on the File menu.
    • In Microsoft Business Solutions - Great Plains 8.0 and in earlier versions, select Microsoft Business Solutions - Great Plains on the File menu.

Step 5: Assign security permissions to the modified report

Method 1: By using Microsoft Dynamics GP security in Microsoft Dynamics GP 10.0

  1. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then select Alternate/Modified Forms and Reports.
  2. In the ID box, type the user ID of the user who will access this modified report.
  3. In the Product list, select Microsoft Dynamics GP.
  4. In the Type list, select Reports.
  5. Expand the Sales folder.
  6. Expand the RM Summary Historical Aged Trial Balance folder.
  7. Select Microsoft Dynamics GP (Modified).
  8. Select Save.

Method 2: By using the Advanced Security tool in Microsoft Dynamics GP 9.0 and in earlier versions

  1. On the Tools menu, point to Setup, point to System, and then select Advanced Security.

    Note

    If you're prompted, type the system password.

  2. Select View, and then select by Alternate, Modified and Custom.

  3. Use the appropriate step:

    • In Microsoft Dynamics GP 9.0, expand Microsoft Dynamics GP.
    • In Microsoft Business Solutions - Great Plains 8.0 and in earlier versions, expand Great Plains.

  4. Expand the following nodes:

    • Reports
    • Sales
    • RM Summary Historical Aged Trial Balance

  5. Use the appropriate step:

    • In Microsoft Dynamics GP 9.0, select Microsoft Dynamics GP (Modified).
    • In Microsoft Business Solutions - Great Plains 8.0 and in earlier versions, select Great Plains (Modified).

  6. Select Apply, and then select 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 are for the current user and for the current company. However, you can select additional users in the User area of the Advanced Security window. You can select additional companies in the Company area of the Advanced Security window.

Method 3: By using Microsoft Dynamics GP security in Microsoft Dynamics GP 9.0 and in earlier versions

  1. On the Tools menu, point to Setup, point to System, and then select Security.

    Note

    If you're prompted, type the system password.

  2. In the User ID list, select the user ID of the user who will access the report.

  3. In the Type list, select Modified Reports.

  4. In the Series list, select Sales.

  5. In the Access List box, double-click RM Summary Historical Aged Trial Balance, and then select OK.

    Note

    After you select OK, an asterisk appears next to the report name.