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How to modify the SOP Blank Order Form report from an Extender window

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This article describes how to modify the SOP Blank Order Form report to include information from an Extender window for the Sales Transaction Entry window in Microsoft Dynamics GP and in Microsoft Business Solutions - Great Plains.

Note

You can apply this concept to other reports in Report Writer in Microsoft Dynamics GP and in Microsoft Great Plains.

Applies to:   Microsoft Dynamics GP
Original KB number:   898983

More information

To modify the SOP Blank Order Form report in this manner, follow these steps.

Create the Extender window

  1. On the Tools menu, select Extender, and then select Extender.

  2. In the Extender window, select Windows, and then select New.

  3. In the Extender Windows window, specify the following settings:

    • Window ID: SOP_EXTRA_WINDO
    • Description: SOP Extra Window
    • Product: Great Plains
    • Series: Sales
    • Form: Sales Transaction Entry
    • Window: Line_Scroll

Add the Extender key fields

  1. Expand Key Fields.
  2. Select the down arrow next to View, and then select Line_Scroll.
  3. Select the Line Item Sequence field.
  4. Choose Select.
  5. Expand Key Fields.
  6. Select the down arrow next to View, and then select Sales Transaction Entry.
  7. Select the SOP Number field.
  8. Choose Select.
  9. Type the appropriate information in the fields that you want to use for the sales line items.
  10. Select Save.

Create an order, and then open the report

  1. Create an order in the Sales Transaction Entry window.
  2. Select a line item.
  3. On the Extras menu, point to Additional, and then select SOP Extra Window.
  4. Type the additional information for the line item.
  5. In the SOP Extra Window extender window, select Save.
  6. In the Sales Transaction Entry window, select Save.
  7. Close the Sales Transaction Entry window.
  8. On the Tools menu, point to Customize, and then select Report Writer.
  9. In the Microsoft Business Solutions - Great Plains window, select Great Plains in the Product list.
  10. On the menu bar, select the Reports button.
  11. In the Original Reports list, select SOP Blank Order Form, and then select Insert.
  12. In the Modified Reports list, select SOP Blank Order Form, and then select Open.
  13. In the Report Definition window, select Layout.

Create two new calculated fields

Calculated field 1

  1. In the resource list in the Toolbox window, select Calculated Fields, and then select New.

  2. In the Calculated Field Definition window, specify the following settings:

    • Name: myKeyField
    • Result Type: String
    • Expression Type: Calculated

  3. Select the Functions tab.

  4. In the Function list, select LNG_STR, and then select Add.

  5. Select the Fields tab.

  6. In the Resources list, select Sales Transaction Amounts Work. In the Field list, select Line Item Sequence, and then select Add.

  7. In the Calculated Expression field, select to the right of the closing parenthesis.

  8. In the Operators area, select CAT.

  9. Select the Functions tab.

  10. In the Function list, select STRIP, and then select Add.

  11. Select the Fields tab.

  12. In the Resources list, select Sales Transaction Work. In the Field list, select SOP Number, and then select Add.

The first calculated field appears as the following string.

LNG_STR(SOP_LINE_WORK.Line Item Sequence ) # STRIP(SOP_HDR_WORK.SOP Number )

Calculated field 2

  1. In the resource list in the Toolbox window, select Calculated Fields, and then select New.

  2. In the Calculated Field Definition window, specify the following settings:

    • Name: Extender Field
    • Result Type: String
    • Expression Type: Calculated

  3. Select the Functions tab.

  4. Select User-Defined.

  5. In the Core list, select System.

  6. In the Function list, select rw_TableHeaderString, and then select Add.

  7. Select the Constants tab.

  8. In the Type list, select Integer.

  9. In the Constants field, type 3107, and then select Add.

  10. Select the Constants tab.

  11. In the Type list, select String.

  12. In the Constants field, type SOP_EXTRA_WINDO, and then select Add.

  13. Select the Fields tab.

  14. In the Resources list, select Calculated Field. In the Field list, select myKeyField, and then select Add.

  15. Select the Constants tab.

  16. In the Type list, select Integer.

  17. In the Constants field, type 0, and then select Add.

  18. Select the Constants tab.

  19. In the Type list, select Integer.

  20. In the Constants field, type 1, and then select Add.

    Note

    When the value in the Constants field is 1, the first field for the line item in the SOP Extra Window extender window will be printed. When the value in the Constants field is 2, the second field for the line item in the SOP Extra Window extender window will be printed, and so on.

The second calculated field appears as the following string.

FUNCTION_SCRIPT(rw_TableHeaderString3107"SOP_EXTRA_WINDO"myKeyField 0 1 )

Add the calculated fields to the report

  1. In the Toolbox window, select Calculated Fields in the list.
  2. Select Extender Field, and then drag the field to the H2 section of the Report Layout window.

Save your report, and then exit Report Writer

  1. Close the Report Layout window. If you are prompted to save changes, select Save.
  2. In the Report Definition window, select OK.
  3. On the File menu, select Microsoft Business Solutions - Great Plains.

Grant access to the report

Method 1 - Use the Advanced Security tool

  1. Select Tools, point to Setup, point to System, and then select Advanced Security. Type the system password if you are prompted.

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

  3. Expand the following nodes:

    • Great Plains
    • Reports
    • Sales
    • SOP Blank Order Form

  4. Select Great Plains (Modified).

  5. Select Apply, and then select OK.

    Note

    By default, when you open the Advanced Security tool, the current user and the current company are selected. Any changes that you make are for the current user and the current company. However, you can select additional users and companies in the Company area and in the User area of the Advanced Security window.

Method 2 - By using standard security

  1. Select Tools, point to Setup, point to System, and then select Security. If you are prompted, type the system password.
  2. In the User ID list, select the user ID for the user whom you want to have access to the report.
  3. In the Type list, select Modified Reports.
  4. In the Series list, select Sales.
  5. In the Access List box, double-select SOP Blank Order Form, and then select OK. An asterisk (*) appears next to the report name.