How to add tax details to the SOP Blank Invoice Form report in Microsoft Great Plains Report Writer

This article describes how to add tax details to the SOP Blank Invoice Form report in Microsoft Business Solutions - Great Plains Report Writer.

Applies to:   Microsoft Dynamics GP
Original KB number:   898476

Add tax details to the SOP Blank Invoice Form report

1. Back up the Reports.dic file. To locate the Reports.dic file, follow these steps:

   1. Click Tools, point to Setup, point to System, and then click Edit Launch File.
   2. If you are prompted for the system password, type the system password.
   3. Click Great Plains. The path of the Reports.dic file appears in the Reports box.

2. Open the report in Report Writer. To do this, follow these steps:

   1. Click Tools, point to Customize, and then click Report Writer.
   2. In the Product list, click Great Plains.
   3. On the toolbar, click Reports.
   4. In the Original Reports list, click SOP Blank Invoice Form, and then click Insert.
   5. In the Modified Reports list, click SOP Blank Invoice Form, and then click Open.
   6. In the Report Definition window, click Layout.

3. Create a calculated field for each tax detail. To do this, follow these steps:

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

   2. In the Name field, type the name of the first tax detail.

   3. In the Result Type list, click Currency.

   4. In the Expression Type section, click Calculated.

   5. On the Functions tab, click User-Defined.

   6. In the Core list, click Inventory.

   7. In the Function list, click rw_SOP_GetDocTaxRngAmtMC, and then click Add.

       Note

      The rw_SOP_GetDocTaxRngAmtMC function was designed to return the amount of the tax for the given range of tax details on the given SOP document. The tax detail parameter is treated as if it has a wildcard to indicate a range.

   8. On the Fields tab, click Sales Document Header Temp in the Resources list.

   9. In the Field list, click SOP Number, and then click Add.

   10. In the Resources list, click Sales Document Header Temp.

   11. In the Field list, click SOP Type, and then click Add.

   12. On the Constants tab, click String in the Type list.

   13. In the String field, type the contents of the Tax Detail ID field exactly as those contents appear in the Tax Detail Maintenance window, and then click Add.

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

   15. In the Field list, click (C) Force Functional, and then click Add.

   16. Click OK.

        Note

       The calculated field looks similar to the following: FUNCTION_SCRIPT(rw_SOP_GetDocTaxRngAmtMC SOP_Documment_HDR_TEMP.SOP Number SOP_Document_HDR_TEMP.SOP Type "Tax Detail ID"(C)Force Functional).

4. Repeat step 3a through step 3p for each tax detail that you want to print on the report.

5. Drag each calculated field that you created into the RF section of the report.

6. Format the fields so that they print the correct currency symbol. To do this, follow these steps:

   1. Double-click the calculated field in the RF section of the report.
   2. Click the ellipsis button.
   3. In the Format Field section, click Sales Document Header Temp. Continue to click, eight times, until Sales Document Header Temp changes to .
   4. Under Calculated Fields, click @Curr Index.

7. Repeat step 6a through step 6d for each calculated field that you created.

8. Save your changes, and then exit Report Writer. To do this, follow these steps:

   1. Click File, and then click Microsoft Business Solutions-Great Plains.
   2. When you are prompted to save the changes to the layout, click Save.
   3. When you are prompted to save the changes to the report, click Save.

9. Grant security to the report. To do this, follow these steps.

    Note

   By default, when you open the Advanced Security window, the current user and the current company are selected, and any changes that you make are for the current user and the current company. To select additional users and companies, click in the Company and the User sections of the Advanced Security window.

   1. Click Tools, point to Setup, point to System, and then click Advanced Security.
   2. If you are prompted for the system password, type the system password.
   3. Click View, and then click by Alternate, Modified and Custom.
   4. Expand the following nodes:
      • Great Plains
      • Reports
      • Sales
      • SOP Blank Invoice Form
   5. Click to select the Great Plains (Modified) check box.
   6. Click Apply, and then click OK.