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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

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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.

Applies to:   Microsoft Dynamics GP
Original KB number:   921219

Introduction

These fields are in the Customer Maintenance window in the Receivables Management module.

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:

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

      Note

      If you're prompted to type the system password, type the system password.

    2. In the Edit Launch File window, select 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 select Report Writer.

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

  4. In Report Writer, select Reports.

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

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

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

  1. In the Report Definition window, select Tables.
  2. In the Report Table Relationships window, select 03.--Customer Master Address File, and then select New.
  3. Select RM Customer MSTR, and then select OK.
  4. Select Close.

Add the Comment1 and Comment2 fields to the report layout

  1. In the Report Definition window, select Layout.
  2. In the Toolbox dialog box, select 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. Select Save.
  3. In the Report Definition window, select OK.
  4. On the File menu, select 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 select Advanced Security.

    Note

    If you're prompted to type the system password, type the system password.

  2. Select View, and then select by Alternate, Modified and Custom.

  3. Expand the following nodes:

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

  4. Select Microsoft Dynamics GP (Modified).

  5. Select Apply, and then select 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 select Security.

    Note

    If you're prompted to type the system password, type the system password.

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

  3. In the Type list, select Modified Reports.

  4. In the Series list, select Sales.

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

    Note

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