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How to add the Sales User-Defined Work History (SOP10106) table to the RM Transferred Commissions Journal Detail report in Microsoft Dynamics GP

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This article describes how to add the Sales User-Defined Work History (SOP10106) table to the RM Transferred Commissions Journal Detail report in Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0.

Applies to:   Microsoft Dynamics GP
Original KB number:   926392

To add the Sales User-Defined Work History (SOP10106) table to the RM Transferred Commissions Journal Detail report, follow these steps:

Step 1 - Back up and then open the report

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

    1. On the Tools menu, point to Setup, point to System, and then select Edit Launch File.

    2. Type the system password if you are prompted.

    3. Take one of the following actions as appropriate:

      • In Microsoft Dynamics GP 9.0, 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.

  2. On the Tools menu, point to Customize, and then select Report Writer.

  3. Take one of the following actions as appropriate:

    • In Microsoft Dynamics GP 9.0, 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.

Step 2 - Create the table relationship

  1. In Report Writer, select Tables on the toolbar, and then select Tables.
  2. Select RM_Commissions_Journal_File, and then select Open.
  3. Select Relationships, and then select New.
  4. Select the ellipsis button (...), select Sales Transaction History, and then select OK.
  5. Select the Secondary Table Key list, and then select SOP_HDR_HIST_Key1.
  6. Select the Primary Table list, and then select Document Number to match the Document Number field to the SOP Number field in the Secondary Table column.
  7. Make sure that SOP Number and SOP Type are listed in the Secondary Table column.
  8. Select OK, and then close all windows.
  9. Select Save when you are prompted to save your changes.

Step 3 - Add the Sales User-Defined Work History fields to the report

  1. Select Reports to open Report Writer.
  2. In the Original Reports list, select RM Transferred Commissions Journal Detail, and then select Insert.
  3. In the Modified Reports list, select RM Transferred Commissions Journal Detail, and then select Open.
  4. In the Report Definition window, select Tables.
  5. Select RM Commissions Journal File, and then select New.
  6. Select Sales Transaction History, and then select OK.
  7. Select Sales Transaction History, and then select New.
  8. Select Sales User-Defined Work History, select OK, and then select Close.
  9. In the Report Definition window, select Layout.
  10. Drag the user-defined fields from the Toolbox window to the report layout.
  11. Close the report layout.
  12. When you are prompted to save your changes, select Save.

Step 4 - Exit Report Writer

  1. In the Report Definition dialog box, select OK.
  2. On the File menu, select Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains.

Step 5 - Grant security to the modified report

Method 1 - Use Advanced Security

  1. On the Tools menu, point to Setup, point to System, and then select Advanced Security.

  2. Type the system password if you are prompted.

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

  4. Take one of the following actions as appropriate:

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

  5. Expand the following nodes:

    • Reports
    • Sales
    • RM Transferred Commissions Journal Detail

  6. Take one of the following actions as appropriate:

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

  7. 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 and companies in the Company and User areas of the Advanced Security window.

Method 2 - Use standard Microsoft Dynamics GP security

  1. On the Tools menu, point to Setup, point to System, and then select Security.

  2. Type the system password if you are prompted.

  3. In the User ID list, select the user ID for the user to whom you want to grant access.

  4. In the Type list, select Modified Reports.

  5. In the Series list, select Sales.

  6. In the Access List box, double-click RM Transferred Commissions Journal Detail, and then select OK.

    Note

    An asterisk appears next to the report name.