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How to add the customer e-mail address to the SOP Blank Order Form report or to the SOP Blank Invoice Form report in Microsoft Dynamics GP

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This article describes how to add the customer e-mail address to the SOP Blank Order Form report or to the SOP Blank Invoice Form report in Microsoft Dynamics GP.

Applies to:   Microsoft Dynamics GP
Original KB number:   874101

Introduction

*Update

New information: Use the RW_GetInternetText function in Report Writer instead. This function will pull directly from the TO field. The calculated field should look something like this below, pulling the Customer ID and Statement To address ID, with integers 30, 1 and 10 behind it. The calc field should be set to a STRING result type.
FUNCTION_SCRIPT(RW_GetInternetText"CUS"RM_Customer_MSTR.Customer IDRM_Customer_MSTR.Customer Address Code - Statement To30110 )

Prior article information: (alternate option)

To add the customer e-mail address to the SOP Blank Order Form report or to the SOP Blank Invoice Form report in Microsoft Dynamics GP, use the RW_GetInternetInfo Report Writer function to pull the EMAIL field from the same Internet information window as the email address is in.

  • The email address used with Word Templates is stored in the EmailToAddress field in the Internet Addresses (SY01200) table, and you can't directly link this field to the SOP blank order form. Use the alternative solution described below.

  • Use the RW_GetInternetInfo function that pulls the email address from the INET1 field in the same Internet Addresses (SY01200) table.

    Note

    You can copy the EmailToAddress field to the INET1 field all within the same SY01200 table.

  • In Dynamics GP, the email address needs to be in the E-MAIL field under the INTERNET INFORMATION section on the address ID (that is, middle section of the same window). Instruct users to key the email address in the E-MAIL field in both sections going forward.

To add the customer e-mail address to the SOP Blank Order Form report, follow these steps.

Note

These steps also apply to the SOP Blank Invoice Form report.

Step 1: Back up the Reports.dic file

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

  1. Follow the appropriate step:

    In Microsoft Dynamics GP, point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then select Edit Launch File.

  2. If you're prompted for the password, type the system password.

  3. Follow the appropriate step:

    In Microsoft Dynamics GP, select Microsoft Dynamics GP in the Edit Launch File window.

  4. Note the path that appears in the Reports box.

  5. To close the Edit Launch File window, select OK.

Step 2: Open the report

  1. Follow the appropriate step:

    In Microsoft Dynamics GP, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then select Report Writer.

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

  3. Select Reports.

  4. In the Original Reports list, select SOP Blank Order Form, and then select Insert.

  5. In the Modified Reports list, select SOP Blank Order Form, and then select Open.

  6. In the Report Definition window, select Tables, and select the Customer Master Address File and select New. The RM Customer MSTR table should be listed, so select Done to add it. Now select Layout.

Step 3: Create a calculated field

  1. In the Toolbox window, select Calculated Fields in the list that appears on the Layout tab.

  2. Select New.

  3. In the Calculated Field Definition window, type email in the Name box.

  4. In the Result Type list, select String, and then select Calculated in the Expression Type box.

  5. Select the Functions tab, and then select User-Defined.

  6. In the Core list, select System.

  7. In the Function list, select RW_GetInternetInfo, and then select Add.

  8. Select the Constants tab, and then select String in the Type list.

  9. In the Constant field, type CUS, and then select Add.

  10. Select the Fields tab, and then select RM Customer MSTR in the Resources list.|

  11. In the Field list, select Customer Number, and then select Add.

  12. In the Resources list, select RM Customer MSTR again **** in the Field list, select Address Code, and then select Add.

  13. Select the Constants tab, and then select Integer in the Type list.

  14. In the Constant field, type 1, and then select Add. The Calculated Expression displays the following. Add the ending parenthesis as well.

    FUNCTION_SCRIPT(RW_GetInternetInfo"CUS"RM_Customer_MSTR.Customer NumberRM_Customer_MSTR.Address Code1)`

  15. Select OK.

Step 4: Add the calculated field to the report

  1. In the Toolbar list, select Calculated Fields.
  2. Drag email to the PH section and to the RH section.

Step 5: Save the modified report

  1. On the File menu, select Microsoft Dynamics GP.
  2. Select Save when you're prompted to save the changes to the report layout.
  3. Select Save when you're prompted to save the changes to the modified report.

Step 6: Grant security to the report

Use security in Microsoft Dynamics GP 10.0 and greater

  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 Alternate/Modified Forms and Reports ID that is associated with 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 Sales.
  6. Expand the folder for the report that you modified.
  7. Select Microsoft Dynamics GP (Modified).
  8. Select Save.
  9. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then select User Security.
  10. In the User list, select a user ID.
  11. In the Company list, select a company.
  12. In the Alternate/Modified Forms and Reports ID list, select the ID from step 2.