Print more than four lines of line item comments on the SOP Blank Picking Ticket Order Entered report in Microsoft Dynamics GP

This article describes how to print more than four lines of line item comments on the SOP Blank Picking Ticket Order Entered report in Microsoft Dynamics GP.

Applies to:   Microsoft Dynamics GP
Original KB number:   892775

Summary

This article contains step-by-step instructions for how to modify the Sales Order Processing (SOP) Blank Picking Ticket Order Entered report. To successfully modify this report, you must create a new table relationship. After you create the new relationship, you can add the field and save your changes. Finally, you must grant security to the report. Detailed instructions are included for each of these steps.

Introduction

This article describes how to print more than four lines of line item comments on the Sales Order Processing (SOP) Blank Picking Ticket Order Entered report in Microsoft Dynamics GP.

The SOP Blank Picking Ticket Order Entered report replaces the SOP Blank Picking Ticket report that was used in earlier versions because the Advanced Picking features were added in Microsoft Business Solutions - Great Plains 8.0. Standard users still have access to the SOP Blank Picking Ticket in Microsoft Dynamics GP 10.0, Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0.

Step 1: Back up the Reports.dic file

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

1. Use the appropriate step:
   • In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, 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, point to Setup on the Tools menu, point to System, and then click Edit Launch File.
2. If you are prompted for the password, type the system password.
3. In the Edit Launch File window, click Microsoft Dynamics GP. The path of the Reports.dic file appears in the Reports box.

Step 2: Open the report

1. In Report Writer, click Reports.
2. Click the SOP Blank Picking Ticket Order Entered report in the Original Reports list, and then click Insert.
3. Click the SOP Blank Picking Ticket Order Entered report in the Modified Reports list, and then click Open.

Step 3: Create a report table relationship

To create a relationship between the Sales Transaction Amounts Work table and the Sales Line Comment Work and History table, follow these steps:

1. To open the Report Table Relationships dialog box, click Tables.
2. Click 04.-Sales Transaction Amounts Work in the Report Table Relations list, and then click New.
3. Click Sales Line Comment Work and History in the Tables list, and then click OK.
4. Click Close to close the Report Table Relationships dialog box.

Step 4: Add the Comment Text field to the report

1. In the Report Definition dialog box, click Layout.
2. Click the Layout tab in the toolbox, and then click Sales Line Comment Work and History in the resources list.
   
   Note You may want to resize the B section or move other fields to make room for the new field.
3. Drag Comment Text from the field list to the B section of the report.
   
   Note The Comment Text field must be as large as the largest comment that you want to print on the report. The space that is not used for a comment remains white. Therefore, every item that does not have a comment has white space underneath it.

Step 5: Save your changes and quit Report Writer

1. Use the appropriate step:
   • In Microsoft Dynamics GP 10.0, click File, and then click Microsoft Dynamics GP.
   • In Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0, click File, and then click Microsoft Business Solutions-Great Plains.
2. When you receive the following message, click Save: Do you want to save changes to this report layout?
3. When you receive the following message, click Save: Do you want to save changes to this report?

Step 6: Grant security to the 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. In the ID box, type the alternate or modified forms and reports ID that is associated with the user who will print this changed report.
   
   This ID is the ID that is assigned to the user in the User Security Setup window. To open the User Security Setup window, point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then click User Security.
3. In the Product list, click Microsoft Dynamics GP.
4. In the Type list, click Reports.
5. Expand Sales.
6. Expand SOP Blank Picking Ticket Order Entered.
7. Click Microsoft Dynamics GP (Modified).
8. 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 that you typed in step 2 of this section.

Method 2: Use the Advanced Security tool in a version that is earlier than Microsoft Dynamics GP 10.0

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 in the Please Enter Password box, and then click OK.
3. In the Advanced Security window, click View, and then click By Alternate, Modified and Custom.
4. Do one of the following:
   • In Microsoft Dynamics GP 9.0, expand Microsoft Dynamics GP.
   • In Microsoft Business Solutions - Great Plains 8.0, expand Great Plains.
5. Expand Reports, expand Sales, and then expand SOP Blank Picking Ticket Order Entered.
6. Do one of the following:
   • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP (Modified).
   • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains (Modified).
7. Click Apply, and then click OK.

Note By default, when you start the Advanced Security tool, the current user and the current company are selected. Any changes that you make affect the current user and the current company. However, you can select other users in the Users area of the Advanced Security window. You can select other companies in the Company Name area of the Advanced Security window.

Method 3: Use the Standard Security tool in a version that is earlier than Microsoft Dynamics GP 10.0

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 in the Please Enter Password box, and then click OK.
3. In the User ID list, click the ID of the user who you want to have access to the changed report.
4. In the Type list, click Modified Reports.
5. In the Series list, click Sales.
6. In the Access List box, double-click SOP Blank Picking Ticket Order Entered, and then click OK.