1.
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Add the Amount Received field to the SOP Blank Invoice Form. To do this, follow these steps:
a.
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Open Report Writer. To do this, follow the appropriate step:
• Microsoft Dynamics GP 2010 and GP 10.0
On the Microsoft Dynamics GP menu, point to Tools , point to Customize , and then click Report Writer .
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b.
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Follow the appropriate step:
• In Microsoft Dynamics GP 2010 and in Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP in the Product list, and then click OK.
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c.
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In Report Writer, click Reports .
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d.
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In the Original Reports section, click to highlight SOP Blank Invoice Form or SOP Blank Order Form , and then click Insert .
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e.
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Under Modified Reports , click to highlight SOP Blank Invoice Form or SOP Blank Order Form , and then click Open .
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f.
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In the Report Definition window, click Layout .
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g.
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Locate the RF section.
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h.
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Hold down SHIFT and click to select the Total and Trade Discount text fields.
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i.
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Move these two text fields down one line by hitting the DOWN ARROW key.
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j.
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Hold down SHIFT and click to select the F/O Trade Disc and F/O Document Amount boxes.
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k.
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Move these boxes down one line by hitting the DOWN ARROW key.
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l.
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In the Toolbox window, click the A button to add a Static Text field.
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m.
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Add a Static Text field under the Freight text field, and then type Amount Received as the name of the newly added field. To do this, follow these steps:
1.
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Click the Amount Received static text field in the layout.
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2.
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On the Tools menu, click Drawing Options .
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3.
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Click to select the Bold check box in the Font Style area.
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4.
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In the Font Size list, click 9.
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5.
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Click Clear in the Pattern area, and then click OK .
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n.
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Add the Amount Received field to the layout. To do this, follow the appropriate method:
Method 1: SOP Blank Order Form
1.
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In the Toolbox window, click Calculated Fields in the list.
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2.
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Click New .
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3.
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Set the following values for the new calculated field:
• Name : (C) Amount Received
• Result Type : Currency
• Expression Type : Calculated
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4.
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On the Fields tab, set the following values, and then click Add :
• Resources : Sales Transaction Work
• Field : Payment Received
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5.
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In the Operators section, click the plus sign ( + ).
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6.
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On the Fields tab, set the following values, and then click Add :
• Resources : Sales Transaction Work
• Field : Deposit Received
The expression in the Calculated field should resemble the following:
SOP_HDR_WORK.Payment Received + SOP_HDR_WORK.Deposit Received
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7.
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Click OK .
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8.
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In the Toolbox window, click Calculated Fields in the list.
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9.
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Click to select the (C) Amount Received field, drag it to the RF section of the layout, and then put it under the Freight field.
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10.
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Double-click (C) Amount Received in the layout to open the Report Field Options window.
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11.
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In the Format Field area, click Sales Document Header Temp . Continue to click until the Calculated Fields option is displayed.
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12.
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Click (C) Curr Index in the Format Field list, and then click OK .
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Method 2: SOP Blank Invoice Form
1.
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In the Toolbox window, click Sales Transaction Work in the list.
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2.
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Click to select the Payment Received field, drag it to the RF section of the layout, and then put it under the Freight field.
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3.
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Double-click Payment Received in the layout to open the Report Field Options window.
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4.
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In the Format Field area, click Sales Document Header Temp .
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5.
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Continue to click until the Calculated Fields option is displayed.
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6.
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Click (C) Curr Index in the Format Field list, and then click OK .
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2.
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Reduce the amount received amount from the document amount on the SOP Blank Invoice Form and the SOP Blank Order Form.
a.
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Click to select the F/O Document Amount field in the RF section of the layout.
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b.
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Press Delete.
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c.
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In the Toolbox window, click Calculated Fields in the drop-down list.
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d.
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Click New .
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e.
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Set the following values for the new calculated field:
• Name : (C) Document Amount
• Result Type : Currency
• Expression Type : Calculated
1.
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On the Fields tab:
a.
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Resources : Sales Transaction Work
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b.
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Field : Document Amount
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c.
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Click Add .
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2.
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In the Operators section, click the minus (-) sign.
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3.
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Follow the appropriate step:
• For the SOP Blank Invoice Form, on the Fields tab:
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• Field : Payment Received
• Click Add .
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The expression in the Calculated field should resemble the following:
SOP_HDR_WORK.Document Amount - SOP_HDR_WORK.Payment Received
• For the SOP Blank Order Form, on the Fields tab:
• Field : (C) Amount Received
• Click Add .
The expression in the Calculated field should resemble the following:
SOP_HDR_WORK.Document Amount - (C) Amount Received
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4.
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Click OK .
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f.
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In the Toolbox window, click Calculated Fields in the drop-down list.
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g.
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Click to select the (C) Document Amount calculated field, drag it to the RF section of the layout, and then put it under the F/O Trade Disc field.
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h.
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Double-click (C) Doucment Amount in the layout to open the Report Field Options window.
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i.
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In the Format Field area, click Sales Document Header Temp .
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j.
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Continue to click until the Calculated Fields option is displayed.
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k.
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Click (C) Curr Index in the Format Field list, and then click OK .
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l.
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Close the Report Layout window.
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m.
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Save your changes.
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n.
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Click OK in the Report Definition window.
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o.
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Return to Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains:
1.
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Microsoft Dynamics GP 2010 and Microsoft Dynamics GP 10.0: On the File menu, click Microsoft Dynamics GP.
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3.
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Give users access to the modified report. • Using the security tool in Microsoft Dynamics GP 2010 and GP 10.0 .
a.
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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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b.
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Select the user, select the company, select Microsoft Dynamics GP in the Product field, and then select Report in the Type field.
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c.
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In the Alternate/Modified Forms and Reports List section, expand Sales , expand SOP Blank Invoice Form , and then click the Microsoft Dynamics GP (Modified) option.
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d.
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Click Save .
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e.
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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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f.
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In the User list, click a user ID.
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g.
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In the Company list, click a company.
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h.
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In the Alternate/Modified Forms and Reports ID list, click the ID from step b.
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