How to print tax detail totals on the SOP Blank Invoice Form report in Microsoft Dynamics GP

INTRODUCTION
This article describes how to use Report Writer to print tax detail totals on the SOP Blank Invoice Form report in Microsoft Dynamics GP.
More information

Step 1: Back up the Reports.dic file

  1. Use the appropriate method:
    •  In Microsoft Dynamics GP 2010 and GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then click Edit Launch File.
  2. Type the system password if you are prompted to type a password.
  3. Click Microsoft Dynamics GP. The path of the Reports.dic file is displayed in the Reports box.
  4. Back up the Reports.dic file.

Step 2: Open Report Writer

  1. Use the appropriate method:
    • In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then click Report Writer.
    • In Microsoft Dynamics GP 9.0, point to Customize on the Tools menu, and then click Report Writer.
  2. In the Product list, click Microsoft Dynamics GP, and then click OK.

Step 3: Link the tables

  1. Click Tables.
  2. In the Tables window, click SOP_LINE_WORK, and then click Open.
  3. Click Relationships, and then click New.
  4. Click the ellipsis button (...) next to the Secondary Table field, click Sales Taxes Work and History, and then click OK.
  5. In the Secondary Table Key list, click SOP_TAX_WORK_HIST_Key1.
  6. In the Primary Table: Sales Transaction Amounts Work column, click the following fields:
    • Click the SOP Type field to match the SOP Type field that is displayed in the Secondary Table column
    • Click the SOP Number field to match the SOP Number field that is displayed in the Secondary Table column
  7. Click OK.
  8. Close the Table Relationship window.
  9. Click OK, and then close the Tables window.

Step 4: Open the SOP Blank Invoice Form report

  1. Click Reports.
  2. In the Original Reports pane, click SOP Blank Invoice Form, and then click Insert.
  3. In the Modified Reports pane, click SOP Blank Invoice Form, and then click Open.

Step 5: Add the linked table

  1. In the Report Definition window, click Tables.
  2. Click Sales Serial/Lot Work and History, and then click Remove. When you are prompted to remove tables, click OK.
  3. Click Sales Transaction Amounts Work, and then click New.
  4. Click Sales Taxes Work and History, and then click OK.
  5. Click Close.

Step 6: Remove and create a new restriction

  1. In the Report Definition window, click Restrictions.
  2. In the Report Restriction window, click Type and Number of SOP_Serial_Lot=self, and then click Delete. When you are prompted to delete the restriction, click Yes.
  3. In the Report Restrictions window, click New.
  4. In the Restriction Name field, type SOP_Tax_Work=self.
  5. Click Sales Taxes Work and History in the Report Table list, click SOP Type in the Table Fields list, and then click Add Field.
  6. In the Operators section, click =.
  7. In the Fields section, click Add Field.

    The Restriction Expression box displays the following.
    SOP_Tax_WORK_HIST.SOP Type= SOP_Tax_WORK_HIST.SOP Type
  8. Click OK, and then close the Report Restrictions window.

Step 7: Create the calculated field

Note Create a calculated field for each tax detail.
  1. Click Layout.
  2. In the Toolbox list, click Calculated Fields, and then click New.
  3. In the Name field, type the tax detail name.
  4. Click Currency in the Result Type list, and then click Conditional in the Expression Type list.
  5. Click Sales Taxes Work and History in the Resources list, click Tax Detail ID in the Field list, and then click Add.
  6. In the Operators area, click =.
  7. Click Constants, click String in the Type list, type the tax detail ID in the Constant field, and then click Add.
  8. In the Operators area, click AND.
  9. Click the Fields tab.
  10. In the Type field, enter Sales Transactions Amount Work. In the Field field, enter Component Sequence. Then, click Add.
  11. Click Constants, click Integer in the Type list, type 0 in the Constant field, and then click Add.
  12. Click the True Case expression box.
  13. Click Fields, click Sales Taxes Work and History in the Resources list, click Sales Tax Amount in the Field list, and then click Add.
  14. Click the False Case expression box.
  15. Click Constants, click Currency in the Type list, type 0.0000 in the Constant field, and then click Add.

    The conditional calculated field appears as follows.
    SOP_TAX_WORK_HIST.TaxDetail ID="your tax detail ID" AND SOP_LINE_WORK.Component Sequence = 0 True Case: SOP_Tax_WORK_HIST.Sales Tax Amount False Case: 0.0000
  16. Click OK.

Step 8: Modify the (C) Serial Lot Quantity calculated field

  1. In the Toolbox list, click Calculated Fields, click (C) Serial Lot Quantity, and then click Open.
  2. Remove the expressions in the following fields:
    • Conditional
    • True Case
    • False Case
  3. Click Integer in the Result Type list, and then click Calculated in the Expression Type list.
  4. Click Constants, click Integer in the Type list, type 0 in the Constant field, and then click Add.
  5. Click OK.

Step 9: Set the Report Section option

  1. On the Tools menu, click Section Options.
  2. Click to clear the Body check box, and then click OK.

Step 10: Configure the report layout

  1. In the Toolbox list, click Calculated Fields.
  2. Click each tax detail calculated field that you created, and drag it to the RF section on the report layout.
  3. In the report layout, double-click each field that you added to the report layout.
  4. In the Report Field Options window, click Sum in the Display Type list.
  5. Click OK.

Step 11: Save the report, and then exit Report Writer

  1. Close the report.
  2. Click Save when you are prompted to save the changes.
  3. In the Report Definition window, click OK.
  4. Click File, and then click Microsoft Dynamics GP.

Step 12: Assign security permissions to the modified report

To assign security permissions to the modified report, use these steps:
  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/Modified Forms and Reports ID that is associated with the user ID that will print this modified report.
  3. In the Product list, click Microsoft Dynamics GP.
  4. In the Type list, click Reports.
  5. Expand the Sales folder.
  6. Expand the folder for the report that you modified.
  7. Click to select 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 from step 2.
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รหัสบทความ: 871608 - การตรวจสอบครั้งสุดท้าย: 09/21/2016 15:44:00 - ฉบับแก้ไข: 7.0

Microsoft Dynamics GP 10.0, Microsoft Dynamics GP 9.0, Report Writer, Sales Order Processing

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