How to add the "Additional Information" field from the Internet Information window to the SOP Blank Invoice Form report and to the POP Purchase Order Blank Form report in Microsoft Dynamics GP

INTRODUCTION
This article describes how to add the Additional Information field from the Internet Information window to the following reports:
  • SOP Blank Invoice Form
  • POP Purchase Order Blank Form
This article applies to the following products:
  • Microsoft Dynamics GP
  • Microsoft Business Solutions - Great Plains
More information

Step 1: Back up the Reports.dic file, and then start Report Writer

  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:
    1. On the Tools menu, point to Setup, point to System, and then click Edit Launch File.
    2. If you are prompted to type the system password, type the system password.
    3. Use the appropriate step:
      • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Edit Launch File window.
      • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Edit Launch File window.
    4. Note the path that appears in the Reports box.
    5. Click OK to close the Edit Launch File window.
  2. On the Tools menu, point to Customize, and then click Report Writer.
  3. Use the appropriate step:
    • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Product list, and then click OK.
    • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Product list, and then click OK.
  4. Click Reports.
  5. If this is the first time that the SOP Blank Invoice Form report has been modified, or if this is the first time that the POP Purchase Order Blank Form report has been modified, follow these steps:
    1. In the Original Reports list, click the SOP Blank Invoice Form report or the POP Purchase Order Blank Form report.
    2. Click Insert.
    3. In the Modified Reports list, click the SOP Blank Invoice Form report or the POP Purchase Order Blank Form report.
    4. Click Open.

Step 2: Link the Purchase Order Line Rollup Temp table to the Purchase Order Line table

Note This step applies only to the POP Purchase Order Blank Form report.
  1. In the Reports Definitions Window, click Tables.
  2. In the Report Table Relationships window, click Purchase Order Line Rollup Temp, and then click New.
  3. In the Related Tables window, click Purchase Order Line, and then click OK.
  4. Click Close.
  5. In the Report Definition window, click Layout.

Step 3: Create the calculated field for the first "Additional Information" field

Note This step applies to the SOP Blank Invoice Form report and to the POP Purchase Order Blank Form report.
  1. In the Report Definition window, click Layout.
  2. In the Toolbox window, click Calculated Fields, and then click New.
  3. In the Name field, type Internet Window Additional Information Field Line 1.
  4. In the Result Type list, click String, and then click Calculated in the Expression Type area.
  5. Click the Functions tab, and then click User-Defined.
  6. In the Core list, click System, click RW_GetInternetText in the Function list, and then click Add.
  7. Click the Constants tab, click String in the Type list, type ITM in the Constant field, and then click Add.
  8. Follow the appropriate step:
    • For the SOP Blank Invoice Form report, click the Fields tab, click Sales Transaction Amounts Work in the Resources list, click Item Number in the Fields list, and then click Add.
    • For the POP Purchase Order Blank Form report, click the Fields tab, click Purchase Order Line in the Resources list, click Item Number in the Fields list, and then click Add.
  9. Click the Constants tab, click String in the Type list, and then click Add.
  10. Click Integer in the Type list, type 50 in the Constant field, and then click Add.
  11. Type 1 in the Constant field, and then click Add.

    The calculated expression should be displayed as follows:
    • For the SOP Blank Invoice Form report.
      FUNCTION_SCRIPT(RW_GetInternetText"ITM"SOP_LINE_WORK.Item Number""501 ) 
    • For the POP Purchase Order Blank Form report.
      FUNCTION_SCRIPT(RW_GetInternetText"ITM"POP_POLine.Item Number""501 )
  12. Click OK.
  13. Repeat steps 1 through step 12 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

Step 4: 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 appropriate section:
    • For the SOP Blank Invoice Form report, drag the field to the H2 section.
    • For the POP Purchase Order Blank Form report, drag the field to the H4 section.
  3. Double-click Internet Window Additional Information Field Line 1.
  4. In the Display Type list, click Data.
  5. Click OK.

Step 5: Save the modified report

  1. Close the report. When you are prompted to save the changes, click Save.
  2. In the Report Definition window, click OK.
  3. Use the appropriate step:
    • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP on the File menu.
    • In Microsoft Business Solutions - Great Plains 8.0, click Microsoft Business Solutions - Great Plains on the File menu.

Step 6: Assign security permissions to the modified report

To do this, use one of the following methods.

Method 1: Use Advanced Security

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

    Note If you are prompted to type the system password, type the system password.
  2. Click View, and then click 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, expand Great Plains.
  4. Expand the following nodes:
    • Reports
    • Purchasing or Sales
    • Expand the folder for the report that you modified.
  5. Use the appropriate step:
    • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP (Modified).
    • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains (Modified).
  6. Click Apply, and then click 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 entities. For example, you can select additional users in the User area of the Advanced Security window. You can also select additional companies in the Company area of the Advanced Security window.

Method 2: Use Microsoft Dynamics GP security

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

    Note If you are prompted to type the system password, 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 or Sales.
  5. In the Access List box, double-click the report that you modified, and then click OK.

    Note After you click OK, an asterisk appears next to the report name.
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Article ID: 859780 - Last Review: 10/14/2015 20:28:00 - Revision: 6.0

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