How to modify the SOP Blank Invoice Form or the SOP Blank Order Form in Report Writer to include the Credit Card Number information from the Sales Payment Entry window

This article describes how to modify the Microsoft Business Solutions - Great Plains Sales Ordering Processing (SOP) SOP Blank Invoice Form or the SOP Blank Order Form in Report Writer to include the Credit Card Number information in Microsoft Dynamics GP and Microsoft Business Solutions - Great Plains.

Applies to:   Microsoft Dynamics GP
Original KB number:   850166

Introduction

If you want to include the credit card number on the SOP Blank Invoice Form or on the SOP Blank Order Form, you can't have Serial/Lot information on the same form.

More information

To modify the SOP Blank Invoice Form or the SOP Blank Order Form in Report Writer, follow these steps:

1. Open Report Writer:

   • In Microsoft Dynamics GP 10.0, select Microsoft Dynamics GP, select Tools, select Customize, and then select Report Writer.

   • In Microsoft Business Solutions - Great Plains 8.0 and in Microsoft Dynamics GP 9.0, select Tools, point to Customize, and then select Report Writer.

2. Create the relationship between the Sales Transaction Amounts Work and the Sales Payment Work and History tables:

   1. Select the Tables menu, and then select Tables from the drop-down list.
   2. Select SOP_LINE_WRK from the list of tables, and then select Open.
   3. In the Table Definition window, select Relationships.
   4. In the Table Relationship window, select New.
   5. Select the ellipsis button, select Sales Payment Work and History from the drop-down list, and then select OK.
   6. Select SOP_Payment_WORK_HIST_Key1 from the Secondary Table Keys list.
   7. In the Primary Table drop-down list, select SOP Type, select the SOP Number fields, and then select OK. Leave the third drop-down list value blank.
   8. Select OK or the Close button to close all windows.

3. Replace the Sales Serial/Lot Work and History table with the Sales Payment Work and History table:

   1. On the Reports menu, select SOP Blank Invoice Form/SOP Blank Order Form from the list of original reports, and then select Insert.
   2. Select SOP Blank Invoice Form/SOP Blank Order Form from the list of modified reports, and then select Open.
   3. In the Report Definition window, select Tables.
   4. In the Report Table Relationships, select the Sales Serial/Lot Work and History table, and then select Remove.
   5. Select OK when you're prompted.
   6. Select the Sales Transaction Amounts Work table, and then select New.
   7. From the list of Related Tables, select Sales Payment Work and History, and then select OK.
   8. Select OK to close the window and return to the Report Definition window.

4. Remove the Serial/Lot restriction and create a new restriction that involves the Sales Payment Work and History table:

   1. In the Report Definition window, select Restrictions.
   2. In the Report Restrictions windows, select the Type and Number of SOP_Serial_Lot = self restriction, and then select Delete.
   3. Select New to create a new restriction.
   4. Type Dummy as the name for the restriction.
   5. Select Sales Payment Work and History and Report Table and Amount Paid as the Table Field.
   6. Select Add Field.
   7. Select the = button.
   8. Select Amount Paid as the Table Field, and then select Add Field. The Restriction Expression should now resemble the following example:
      SOP_Payment_WORK_HIST.AmountPaid = SOP_Payment_WORK_HIST.AmountPaid
   9. Select OK or the Close button to close all windows, and then go back to the Report Definition window.

5. Remove any instances of the Serial/Lot Work and History table in the layout of the report:

   1. Select Layout.
   2. Remove the Serial/Lot Number field and the (C) Serial/Lot Quantity field in the B section of the report.
   3. In the toolbox, select Calculated Fields from the drop-down list.
   4. Select (C) Serial Lot Band from the list of calculated fields, and then select Open.
   5. Set Integer as the Result Type.
   6. In the Calculated Expression, select the SOP_Serial_Lot_WORK_HIST.Serial/Lot Number expression, and then select Remove.
   7. On the Constants tab, select Integer as the Type, and then select 0 as the Constant.
   8. Select Add.
   9. Select OK to save the Calculated Field.
   10. Select (C) Serial Lot Quantity from the list of calculated fields, and then select Open.
   11. Set Integer as the Result Type, and then select Calculated as the Expression Type.
   12. Select Yes when you're prompted.
   13. Remove everything in the Calculated Expression section of the report by highlighting the fields and then selecting Remove.
   14. On the Constants tab, select Integer as the Type, and then 0 as the Constant.
   15. Select Add.
   16. Select OK.

6. Add the required fields into the report layout:

   1. In the toolbox, select Sales Payment Work and History from the drop-down list.
   2. Select Receipt Number Credit Card from the list of fields.
   3. Drag the Receipt Number Credit Card field to the H2 section on the report.
   4. Double-click the Receipt Number Credit Card field to open the Report Field Options window.
   5. Under Visibility, select Hide When Empty, and then select Display Type as Data value.
   6. Select OK.
   7. Save the changes to your report.

After you save the report, you'll have to assign security permissions to the modified report to use the report in Microsoft Dynamics GP. To assign security permissions to the modified report, use one of the following methods.

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 select Alternate/Modified Forms and Reports.

2. In the ID box, type the user ID that will print this modified report.

3. In the Product list, select Microsoft Dynamics GP.

4. In the Type list, select Reports.

5. Expand the Sales folder and then expand the folder that contains the report that you modified.

6. Select the Microsoft Dynamics GP (Modified) report.

7. Select Save.

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

9. In the User list, select a user ID that will print this modified report.

10. In the Company list, select a company.

11. In the Alternate/Modified Forms and Reports ID list, select the ID that you used in step 2.

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

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

2. If you're prompted, type the system password in the Please Enter Password box, and then select OK.

3. In the Advanced Security window, select View, and then select By Alternate, Modified and Custom.

4. Select the modified report:

   For Microsoft Dynamics GP 9.0:

   1. Expand Microsoft Dynamics GP, expand Reports, expand Sales, and then expand the folder that contains the report that you modified.

   2. Select the Microsoft Dynamics GP (Modified) report.

   For Microsoft Business Solutions - Great Plains 8.0:

   1. Expand Great Plains, expand Reports, expand Sales, and then expand the folder that contains the report that you modified.

   2. Select the Great Plains (Modified) report.

5. Select Apply, and then select OK.

Method 3: Use the Standard Security tool in a version earlier than Microsoft Business Solutions - Great Plains 8.0

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

2. If you're prompted, type the system password in the Please Enter Password box, and then select OK.

3. In the User ID list, select the ID of the user or users that you want to have access to the modified report.

4. In the Type list, select Modified Reports.

5. In the Series list, select Sales.

6. In the Access List box, double-click the report that you modified, and then select OK.