INTRODUCTION
This article describes how to use Report Writer to print tax detail totals on the SOP Blank Invoice Form report in Microsoft Dynamics GP.
More Information
Step 1: Back up the Reports.dic file
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Use the appropriate method:
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In Microsoft Dynamics GP 2010 and GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then click Edit Launch File.
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Type the system password if you are prompted to type a password.
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Click Microsoft Dynamics GP. The path of the Reports.dic file is displayed in the Reports box.
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Back up the Reports.dic file.
Step 2: Open Report Writer
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Use the appropriate method:
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In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then click Report Writer.
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In Microsoft Dynamics GP 9.0, point to Customize on the Tools menu, and then click Report Writer.
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In the Product list, click Microsoft Dynamics GP, and then click OK.
Step 3: Link the tables
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Click Tables.
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In the Tables window, click SOP_LINE_WORK, and then click Open.
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Click Relationships, and then click New.
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Click the ellipsis button (...) next to the Secondary Table field, click Sales Taxes Work and History, and then click OK.
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In the Secondary Table Key list, click SOP_TAX_WORK_HIST_Key1.
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In the Primary Table: Sales Transaction Amounts Work column, click the following fields:
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Click the SOP Type field to match the SOP Type field that is displayed in the Secondary Table column
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Click the SOP Number field to match the SOP Number field that is displayed in the Secondary Table column
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Click OK.
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Close the Table Relationship window.
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Click OK, and then close the Tables window.
Step 4: Open the SOP Blank Invoice Form report
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Click Reports.
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In the Original Reports pane, click SOP Blank Invoice Form, and then click Insert.
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In the Modified Reports pane, click SOP Blank Invoice Form, and then click Open.
Step 5: Add the linked table
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In the Report Definition window, click Tables.
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Click Sales Serial/Lot Work and History, and then click Remove. When you are prompted to remove tables, click OK.
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Click Sales Transaction Amounts Work, and then click New.
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Click Sales Taxes Work and History, and then click OK.
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Click Close.
Step 6: Remove and create a new restriction
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In the Report Definition window, click Restrictions.
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In the Report Restriction window, click Type and Number of SOP_Serial_Lot=self, and then click Delete. When you are prompted to delete the restriction, click Yes.
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In the Report Restrictions window, click New.
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In the Restriction Name field, type SOP_Tax_Work=self.
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Click Sales Taxes Work and History in the Report Table list, click SOP Type in the Table Fields list, and then click Add Field.
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In the Operators section, click =.
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In the Fields section, click Add Field.
The Restriction Expression box displays the following.SOP_Tax_WORK_HIST.SOP Type= SOP_Tax_WORK_HIST.SOP Type
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Click OK, and then close the Report Restrictions window.
Step 7: Create the calculated field
Note Create a calculated field for each tax detail.
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Click Layout.
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In the Toolbox list, click Calculated Fields, and then click New.
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In the Name field, type the tax detail name.
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Click Currency in the Result Type list, and then click Conditional in the Expression Type list.
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Click Sales Taxes Work and History in the Resources list, click Tax Detail ID in the Field list, and then click Add.
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In the Operators area, click =.
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Click Constants, click String in the Type list, type the tax detail ID in the Constant field, and then click Add.
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In the Operators area, click AND.
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Click the Fields tab.
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In the Type field, enter Sales Transactions Amount Work. In the Field field, enter Component Sequence. Then, click Add.
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Click Constants, click Integer in the Type list, type 0 in the Constant field, and then click Add.
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Click the True Case expression box.
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Click Fields, click Sales Taxes Work and History in the Resources list, click Sales Tax Amount in the Field list, and then click Add.
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Click the False Case expression box.
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Click Constants, click Currency in the Type list, type 0.0000 in the Constant field, and then click Add.
The conditional calculated field appears as follows.SOP_TAX_WORK_HIST.TaxDetail ID="your tax detail ID" AND SOP_LINE_WORK.Component Sequence = 0
True Case: SOP_Tax_WORK_HIST.Sales Tax Amount
False Case: 0.0000 -
Click OK.
Step 8: Modify the (C) Serial Lot Quantity calculated field
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In the Toolbox list, click Calculated Fields, click (C) Serial Lot Quantity, and then click Open.
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Remove the expressions in the following fields:
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Conditional
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True Case
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False Case
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Click Integer in the Result Type list, and then click Calculated in the Expression Type list.
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Click Constants, click Integer in the Type list, type 0 in the Constant field, and then click Add.
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Click OK.
Step 9: Set the Report Section option
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On the Tools menu, click Section Options.
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Click to clear the Body check box, and then click OK.
Step 10: Configure the report layout
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In the Toolbox list, click Calculated Fields.
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Click each tax detail calculated field that you created, and drag it to the RF section on the report layout.
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In the report layout, double-click each field that you added to the report layout.
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In the Report Field Options window, click Sum in the Display Type list.
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Click OK.
Step 11: Save the report, and then exit Report Writer
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Close the report.
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Click Save when you are prompted to save the changes.
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In the Report Definition window, click OK.
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Click File, and then click Microsoft Dynamics GP.
Step 12: Assign security permissions to the modified report
To assign security permissions to the modified report, use these steps:
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On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then click Alternate/Modified Forms and Reports.
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In the ID box, type the Alternate/Modified Forms and Reports ID that is associated with the user ID that will print this modified report.
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In the Product list, click Microsoft Dynamics GP.
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In the Type list, click Reports.
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Expand the Sales folder.
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Expand the folder for the report that you modified.
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Click to select Microsoft Dynamics GP (Modified).
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Click Save.
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On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then click User Security.
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In the User list, click a user ID.
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In the Company list, click a company.
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In the Alternate/Modified Forms and Reports ID list, click the ID from step 2.