How to add the Comment1 and Comment2 fields from the "Customer Maintenance" window to the "SOP Blank Invoice Form" report by using Report Writer in Microsoft Dynamics GP 9.0

INTRODUCTION

This article describes how to add the Comment1 and Comment2 fields to the SOP Blank Invoice Form report by using Report Writer in Microsoft Dynamics GP 9.0. These fields are in the Customer Maintenance window in the Receivables Management module.

MORE INFORMATION

Back up and then open the SOP Blank Invoice Form report

1.

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

a.

On the Tools menu, point to Setup , point to System , and then click Edit Launch File .

Note If you are prompted to type the system password, type the system password.

b.

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

2.

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

3.

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

4.

In Report Writer, click Reports .

5.

In the Original Reports list, click SOP Blank Invoice Form , and then click Insert .

6.

In the Modified Reports list, click SOP Blank Invoice Form , and then click Open .

Create a table relationship between the Customer Master Address file and the RM Customer MSTR file

1.

In the Report Definition window, click Tables .

2.

In the Report Table Relationships window, click 03.--Customer Master Address File , and then click New .

3.

Click RM Customer MSTR , and then click OK .

4.

Click Close .

Add the Comment1 and Comment2 fields to the report layout

1.

In the Report Definition window, click Layout .

2.

In the Toolbox dialog box, click RM Customer MSTR file in the Resource list.

3.

Drag the Comment1 field to the RH and PH sections of the report.

4.

Drag the Comment2 field to the RH and PH sections of the report.

Save the report

1.

Close the Report Layout window.

2.

Click Save .

3.

In the Report Definition window, click OK .

4.

On the File menu, click Microsoft Dynamics GP .

Grant access to the report

Method 1: By using Advanced Security

1.

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

Note If you are prompted to type the system password, type the system password.

2.

Click View , and then click by Alternate, Modified and Custom .

3.

Expand the following nodes:

• Microsoft Dynamics GP
• Reports
• Sales
• SOP Blank Invoice Form



4.

Click Microsoft Dynamics GP (Modified) .

5.

Click Apply , and then click OK .

Note By default, the current user and the current company are selected when you start Advanced Security. Any changes that you make apply only to the current user and the current company. However, you can select additional users in the Advanced Security dialog box in the User area. You can select additional companies in the Advanced Security dialog box in the Company area.

Method 2: By using Microsoft Dynamics GP security

1.

On the Tools menu, point to Setup , point to System , and then click Security .

Note If you are prompted to type the system password, type the system password.

2.

In the User ID list, click the user ID of the user who will access the report.

3.

In the Type list, click Modified Reports .

4.

In the Series list, click Sales .

5.

In the Access List box, double-click SOP Blank Invoice Form , and then click OK .

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

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