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

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.

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

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

In Report Writer, click Reports .

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.

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.

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

INTRODUCTION

MORE INFORMATION

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

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

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

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