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How to use Report Writer to add the functional currency list price to the SOP Blank Invoice Form in Microsoft Dynamics GP

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This article describes how to use Report Writer to add the functional currency list price to the SOP Blank Invoice Form or to other non-options forms in Sales Order Processing in Microsoft Dynamics GP and in Microsoft Business Solutions - Great Plains.

Applies to:   Microsoft Dynamics GP
Original KB number:   852962

Step 1: Back up the report

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

  1. Use the appropriate method:
    • In Microsoft Dynamics GP 10, point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then select Edit Launch File.
    • In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, point to Setup on the Tools menu, point to System, and then select Edit Launch File.
  2. If you're prompted for the password, type the system password.
  3. Use the appropriate method:
    • In Microsoft Dynamics GP, select Microsoft Dynamics GP in the Edit Launch File window.
    • In Microsoft Business Solutions - Great Plains 8.0, select Great Plains in the Edit Launch File window.

  4. Note

    The path that appears in the Reports box.

  5. Select OK to close the Edit Launch File window.

Step 2: Open the report

  1. Use the appropriate method:

    • In Microsoft Dynamics GP 10, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then select Report Writer.
    • In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, point to Customize on the Tools menu, and then select Report Writer.

  2. Use the appropriate method:

    • In Microsoft Dynamics GP, select Microsoft Dynamics GP in the Product list, and then select OK.
    • In Microsoft Business Solutions - Great Plains 8.0, select Great Plains in the Product list, and then select OK.

  3. Select Reports.

  4. In the Original Reports area, select the report that you want to modify, and then select Insert.

  5. In the Modified Reports area, select the report, and then select Open.

Step 3: Create a calculated field

  1. Select Layout.
  2. In the Toolbox window, select Calculated Fields in the resource list, and then select New.
  3. In the Name field, type List Price.
  4. In the Result Type list, select String.
  5. In the Expression Type area, select Calculated.
  6. Select the Functions tab, and then select User-Defined.
  7. In the Core list, select Inventory.
  8. In the Functions list, select rw_ivGetFuncListPrice, and then select Add.
  9. Select the Fields tab. In the Resources list, select Sales Transaction Amounts Work.
  10. In the Field list, select Item Number.
  11. Select Add, and then select OK. The following expression appears:
    FUNCTION_SCRIPT(rw_ivGetFuncListPriceSOP_LINE_WORK.Item Number)
  12. Select OK.

Step 4: Add the new fields to the report

  1. In the Toolbox window, select Calculated Field in the resource list, and then select List Price.
  2. Drag the List Price field to the H2 section of the report.
  3. If you want to edit the field, select Tools, and then select Drawing Options.

Step 5: Save the modified report

  1. Close the report. Select Save when you're prompted to save your changes.
  2. In the Report Definition window, select OK.
  3. Use the appropriate method:
    • In Microsoft Dynamics GP, select Microsoft Dynamics GP on the File menu.
    • In Microsoft Business Solutions - Great Plains 8.0, select Microsoft Business Solutions - Great Plains on the File menu.

Step 6: Assign security permissions to the modified report

Method 1: Use Microsoft Dynamics GP 10.0 security

  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.

  6. Expand the report_name folder.

    Note

    Thereport_nameplaceholder is a placeholder for the name of the report.

  7. Select Microsoft Dynamics GP (Modified).

  8. Select Save.

Method 2: Use Advanced Security 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. Type the system password if you're prompted.

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

  3. Use the appropriate step:

    • In Microsoft Dynamics GP 9.0, expand Microsoft Dynamics GP.
    • In Microsoft Business Solutions - Great Plains 8.0, expand Great Plains

  4. Expand the following nodes:

    • Reports
    • Sales
    • report_name

  5. Use the appropriate method:

    • In Microsoft Dynamics GP 9.0, select Microsoft Dynamics GP (Modified).
    • In Microsoft Business Solutions - Great Plains 8.0, select Great Plains (Modified)

  6. Select Apply, and then select 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 are for the current user and for the current company. However, you can select additional users in the User area of the Advanced Security window. You can select additional companies in the Company area of the Advanced Security window.

Method 3: Use Microsoft Dynamics GP 9.0 security or Microsoft Business Solutions - Great Plains 8.0 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 report_name, and then select OK.

    Note

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