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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

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This article describes 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.

Applies to:   Microsoft Dynamics GP
Original KB number:   859780

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

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 select Edit Launch File.

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

    3. Use the appropriate step:

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

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

  3. Use the appropriate step:

    • 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, select Great Plains in the Product list, and then select OK.

  4. Select Reports.

  5. If it's the first time that the SOP Blank Invoice Form report has been modified, or if it's the first time that the POP Purchase Order Blank Form report has been modified, follow these steps:

    1. In the Original Reports list, select the SOP Blank Invoice Form report or the POP Purchase Order Blank Form report.
    2. Select Insert.
    3. In the Modified Reports list, select the SOP Blank Invoice Form report or the POP Purchase Order Blank Form report.
    4. Select Open.

Note

This step applies only to the POP Purchase Order Blank Form report.

  1. In the Reports Definitions Window, select Tables.
  2. In the Report Table Relationships window, select Purchase Order Line Rollup Temp, and then select New.
  3. In the Related Tables window, select Purchase Order Line, and then select OK.
  4. Select Close.
  5. In the Report Definition window, select 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, select Layout.

  2. In the Toolbox window, select Calculated Fields, and then select New.

  3. In the Name field, type Internet Window Additional Information Field Line 1.

  4. In the Result Type list, select String, and then select Calculated in the Expression Type area.

  5. Select the Functions tab, and then select User-Defined.

  6. In the Core list, select System, select RW_GetInternetText in the Function list, and then select Add.

  7. Select the Constants tab, select String in the Type list, type ITM in the Constant field, and then select Add.

  8. Follow the appropriate step:

    • For the SOP Blank Invoice Form report, select the Fields tab, select Sales Transaction Amounts Work in the Resources list, select Item Number in the Fields list, and then select Add.

    • For the POP Purchase Order Blank Form report, select the Fields tab, select Purchase Order Line in the Resources list, select Item Number in the Fields list, and then select Add.

  9. Select the Constants tab, select String in the Type list, and then select Add.

  10. Select Integer in the Type list, type 50 in the Constant field, and then select Add.

  11. Type 1 in the Constant field, and then select 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. Select OK.

  13. Repeat steps 1 through step 12 in this section if you want to print other lines from the Additional Information field. In step 11, replace 1 with the number of the other 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, select Calculated Fields, and then select 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, select Data.

  5. Select OK.

Step 5: Save the modified report

  1. Close the report. When you're prompted to save the changes, select Save.

  2. In the Report Definition window, select OK.

  3. Use the appropriate step:

    • In Microsoft Dynamics GP 9.0, select Microsoft Dynamics GP on the File menu.

    • In Microsoft Business Solutions - Great Plains 8.0, select Microsoft Business Solutions - Great Plains on the File menu.

Step 6: Assign security permissions to the modified report

To do it, use one of the following methods.

Method 1: Use Advanced Security

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

    Note

    If you are prompted to type the system password, 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, 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, select Microsoft Dynamics GP (Modified).
    • In Microsoft Business Solutions - Great Plains 8.0, 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 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 select Security.

    Note

    If you are prompted to type the system password, 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 Purchasing or Sales.

  5. In the Access List box, double-click the report that you modified, and then select OK.

    Note

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