How to modify the Purchase Order Blank Form to display brackets around the Trade Discount Amount in Microsoft Dynamics GP

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INTRODUCTION

This article describes how to modify the Purchase Order Blank Form to display brackets around the Trade Discount Amount. To do this, use Report Writer in Microsoft Dynamics GP and Microsoft Business Solutions - Great Plains 8.0.

MORE INFORMATION

To modify the Purchase Order Blank Form to display brackets around the Trade Discount Amount, follow these steps.

Step 1: Back up and then open the report

1.

If you have any modified reports, back up the Reports.dic file. To locate the Reports.dic file, follow these steps:

a.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click Edit Launch File .
• In Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0, on the Tools menu, point to Setup , point to System , and then click Edit Launch File .



b.

If you are prompted for the password, type the system password.

c.

Follow the appropriate step:

• In Microsoft Dynamics GP, click Microsoft Dynamics GP in the Edit Launch File window.
• In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Edit Launch File window.



d.

Note the path that appears in the Reports box.

e.

Click OK to close the Edit Launch File window.

2.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, point to Tools, point to Customize, and then click Report Writer.
• In Microsoft Dynamics GP 10.0 and in Microsoft Business Solutions - Great Plains 8.0, on the Tools menu, point to Customize , and then click Report Writer .



3.

In the Product list, click Microsoft Dynamics GP or Great Plains .

4.

On the toolbar, click Reports .

5.

In the Original Reports list, click POP Purchase Order Blank Form , and then click Insert .

6.

In the Modified Reports list, click POP Purchase Order Blank Form , and then click Open .

7.

In the Report Definition dialog box, click Layout .

Step 2: Create a calculated field

1.

In the toolbox resource list, click Calculated Fields , and then click New .

2.

In the Name field, type Negative Trade Discount .

3.

In the Result Type list, click Currency .

4.

In the Expression Type area, click Calculated .

5.

On the Fields tab, click Calculated Fields in the Resources list.

6.

In the Field list, click cyPrintTradeDisc , and then click Add .

7.

In the Operators section, click * .

8.

On the Constants tab, click Currency in the Type list.

9.

In the Constant Field , type -1.00000 , and then click Add .

10.

Click OK .

Step 3: Add the calculated field to the layout

1.

In the RF section of the report layout, click cyPrintTradeDisc , and then press DELETE.

2.

In the toolbox resource list, click Calculated Fields , and then click Negative Trade Discount .

3.

Drag the Negative Trade Discount calculated field to the RF section of the report.

4.

Follow the appropriate step:

• In Microsoft Dynamics GP, click File , and then click Microsoft Dynamics GP .
• In Microsoft Business Solutions - Great Plains 8.0, click File and then click Microsoft Business Solutions - Great Plains.



5.

When you are prompted to save the changes to the layout, click Save .

6.

When you are prompted to save the changes to the report, click Save .

Step 4: Grant Security to the modified report

Method 1: Use security in Microsoft Dynamics GP 10.0

1.

On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click Alternate/Modified Forms and Reports .

2.

If you are prompted, type the system password in the Please Enter Password box, and then click OK .

3.

In the ID box, type the Alternate/Modified Forms and Reports ID that is associated with the user ID that will print this modified report.

4.

In the Product list, click Microsoft Dynamics GP .

5.

In the Type list, click Reports .

6.

Expand the Purchasing folder.

7.

Expand the folder of the report that you modified.

8.

Click Microsoft Dynamics GP (Modified) , and then click Save .

9.

On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click User Security .

10.

In the User list, click a user ID.

11.

In the Company list, click a company.

12.

In the Alternate/Modified Forms and Reports ID list, click the ID from step 3.

Method 2: Use Advanced Security in Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0


Note By default, the current user and company are selected when you open the Advanced Security dialog box. Therefore, changes apply to the current user and company. If you want to select additional users and companies, click these users and companies in the User area and in the Company area in the Advanced Security dialog box.

1.

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

2.

If you are prompted for a password, type the system password.

3.

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

4.

Expand the following nodes:

Great Plains
Reports
Purchasing
POP Purchase Order Blank Form



5.

Click Great Plains (Modified) .

6.

Click Apply , and then click OK

Method 3: If you use standard security in Microsoft Dynamics GP 9.0 and Microsoft Busjness Solutions - Great Plains 8.0

1.

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

2.

If you are prompted for a password, type the system password.

3.

In the User ID list, click the user ID for the user to whom you want to grant access to the report.

4.

In the Type list, click Modified Reports .

5.

In the Series list, click Purchasing .

6.

In the Access List , double-click POP Purchase Order Blank Form , and then click OK .

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MICROSOFT AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS OR WARRANTIES ABOUT THE SUITABILITY, THE RELIABILITY OR THE ACCURACY OF THE INFORMATION THAT IS CONTAINED IN THE DOCUMENTS AND THE RELATED GRAPHICS PUBLISHED ON THIS WEB SITE (THE “MATERIALS”) FOR ANY PURPOSE.

THE MATERIALS MAY INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS AND MAY BE REVISED AT ANY TIME WITHOUT NOTICE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, MICROSOFT AND/OR ITS SUPPLIERS DISCLAIM AND EXCLUDE ALL REPRESENTATIONS, WARRANTIES, AND CONDITIONS WHETHER EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT NOT LIMITED TO REPRESENTATIONS, WARRANTIES, OR CONDITIONS OF TITLE, NON-INFRINGEMENT, SATISFACTORY CONDITION OR QUALITY, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THE MATERIALS.

APPLIES TO:

APPLIES TO

Microsoft Dynamics GP 10.0

Microsoft Dynamics GP 9.0

Microsoft Business Solutions–Great Plains 8.0

Report Writer

Purchase Order Processing

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