How to add Sales Order Processing invoice comments to the Receivables Management Statement report in Microsoft Dynamics GP

INTRODUCTION

This article describes how to add Sales Order Processing invoice comments to the Receivables Management statement in Microsoft Dynamics GP.

MORE INFORMATION

To add Sales Order Processing invoice comments to the Receivables Management statement, follow these steps.

Step 1: Back up the report, and then open the RM Statement Long Form report 

1.

Back up the Reports.dic file if you have any changed Microsoft Dynamics GP reports. To locate the Reports.dic file, follow these steps:

a.

In Microsoft Dynamics GP point to  Tools  on the  Microsoft Dynamics GP  menu, point to  Setup , point to  System , and then click  Edit Launch File

b.

If you are prompted for a password, type the system password, and then click OK .

c.

In the Edit Launch File window, click Microsoft Dynamics GP . The path of the Reports.dic file is in the Reports box.

2.

In Microsoft Dynamics GP, point to  Tools  on the  Microsoft Dynamics GP  menu, point to  Customize , and then click  Report Writer.

3.

In the Product  list,  Microsoft Dynamics GP should default in, and then click  OK .

4.

In Report Writer, click Reports .

5.

In the Original Reports  list (if using the original report), click the  RM Statement Long Form report, and then click  Insert to move it over to the list for Modified Reports.

6.

Close the window for now.

Step 2: Create a relationship that links the RM_Statements_TRX_TEMP file to the RM Open file

1.

Click on the  Tables  in the top menu-bar, and then click  Tables .

Note Do not click Tables in the Report Definition window.

2.

In the Tables window, click RM_Statements_TRX_TEMP , and then click Open .

3.

In the Table Definition window, click Relationships . (The RM Open File is listed.)

4.

In the Table Relationship window, click New .

5.

In the Table Relationship Definition window, click the ellipsis button [...] next to the  Secondary Table  field.

6.

In the Relationship Table Lookup window, click RM Open File , and then click OK .

7.

In the Secondary Table Key list, click RM_OPEN_Key1 .

Note This value is the first value that appears in this list.

8.

Match the appropriate fields:
•RM Statements Transactions Temp - Customer Number = RM Open File -  Customer Number
•RM Statements Transactions Temp - RM Document Type-All = RM Open File -  RM Document Type-All
•RM Statements Transactions Temp - Document Number = RM Open File -  Document Number

9.

Click OK to close the Table Relationship Definition window.

10.

Exit out of the Table Relationship window. (The RM Open File is listed twice.)

11.

Click OK to close the Table Definition window.

12.

Leave the Tables window open.

Step 3: Create a relationship that links the RM Open file to the Sales Transaction History file

1.

In the Tables window, click RM_OPEN , and then click Open .

2.

In the Table Definition window, click Relationships .

3.

In the Table Relationship window, click New .

4.

In the Table Relationship Definition window, click the ellipsis button [...] next to the  Secondary Table box.

5.

In the Relationship Table Lookup window, click Sales Transaction History , and then click OK .

6.

In the Secondary Table Key list, click SOP_HDR_HIST_Key1 .

7.

Match the appropriate fields: For the primary table, select  Document Number , and the secondary table will display the SOP number. Do not match the SOP type to any primary table. The link should be as follows:

• RM Open File - Document Number = Sales Transaction History - SOP Number
<blank> = Sales Transaction History - SOP Type

Note The

8.

Click OK to close the Table Relationship Definition window.

9.

Exit the Table Relationship window.

10.

Click OK to close the Table Definition window.

11.

Exit the Tables window.

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