Steps to add Prospect BILL TO address on the SOP Blank Quote form in Microsoft Dynamics GP
This article introduces the steps to add Prospect BILL TO address on the SOP Blank Quote form in Microsoft Business Solutions - Great Plains 8.0.
Applies to: Microsoft Dynamics GP
Original KB number: 3091374
Prospects do not have multiple Address ID information as a regular Customer does. If you look at the Customer card, you will notice that separate fields are provided for Ship To, Bill To, and Statement To addresses. Prospects only have one main address.
Regular Customer's Bill To Addresses are pulled in from the Customer Address MSTR table. Prospects do not have records stored in this table. As such, separate calculated fields were created to make the Bill To Address 1 and Bill To Address fields print on Quote Forms. See the following calculated fields in Report Writer:
(C) Bill To Address 1
(C) Bill To Address 2
We will need to create the following fields to make the City, State, and Zip print on the SOP Blank Quote Form:
(C) Bill To City
(C) Bill To State
(C) Bill To Zip
Here are steps you can try:
Go to Report Writer (Tools > Customize > Report Writer).
Choose Microsoft Great Plains as the product.
Select Reports on the Toolbar.
See if SOP Blank Quote Form is listed under the Modified Reports pane. If not, insert it from the Original Reports pane.
Select on SOP Blank Quote Form and select Open.
Select Layout in the Report Definition window.
Under Toolbox, select Calculated fields. You will see (C) Bill To Address 1 and (C) Bill To Address 2 listed as the first two fields.
Select New.
Create the following field for the City.
Name: (C) Bill To City
Result Type: String
Expression Type: ConditionalSelect the Conditional Field to activate it.
Select the Fields tab.
Resources: Sales Transaction Work
Field: Prospect- Select Add.
Under Operators, select equals (=).
Select the Constants tab.
Type: Integer
Constant: 0- Select Add.
Select the True Case field to activate it.
Select the Fields Tab.
Resources: Customer Master Address File
Field: City- Select Add.
Select the False Case field to activate it.
Select the Fields Tab.
Resources: Sales Transaction Work
Field: City- Select Add.
Select OK to save the calculated field.
Create the following field for the State
Name: (C) Bill To State
Result Type: String
Expression Type: ConditionalSelect the Conditional Field to activate it.
Select the Fields tab.
Resources: Sales Transaction Work
Field: Prospect- Select Add.
Under Operators, select equals (=).
Select the Constants tab.
Type: Integer
Constant: 0- Select Add.
Select the True Case field to activate it.
Select the Fields Tab.
Resources: Customer Master Address File
Field: State- Select Add.
Select the False Case field to activate it.
Select the Fields Tab.
Resources: Sales Transaction Work
Field: State- Select Add.
Select OK to save the calculated field.
Create the following field for the Zip Code
Name: (C) Bill To State
Result Type: String
Expression Type: ConditionalSelect the Conditional Field to activate it.
Select the Fields tab.
Resources: Sales Transaction Work
Field: Prospect- Select Add.
Under Operators, select equals (=).
Select the Constants tab.
Type: Integer
Constant: 0- Select Add.
Select the True Case field to activate it.
Select the Fields Tab.
Resources: Customer Master Address File
Field: Zip- Select Add.
Select the False Case field to activate it.
Select the Fields Tab.
Resources: Sales Transaction Work
Field: Zip Code- Select Add.
Select OK to save the calculated field.
Modify the following fields:
Bill To Address Line 1
Bill To Address Line 2
Bill To Address Line 3Under Toolbox, select Calculated fields.
Select on Bill To Address Line 1 and select Open.
Scroll to the left of the Calculated field until to see RM_Customer_MSTR_ADDR.City.
Select on RM_Customer_MSTR_ADDR.City and select Remove.
Select on RM_Customer_MSTR_ADDR.State and select Remove.
Select on RM_Customer_MSTR_ADDR.Zip and select Remove.
Select the Fields tab.
Resources: Calculated Fields
Field: (C) Bill To City- Select Add.
Resources: Calculated Fields
Field: (C) Bill To State- Select Add.
Resources: Calculated Fields
Field: (C) Bill To Zip- Select Add.
The Calculated Field should read as follows:
FUNCTION_SCRIPT(rw_SelectAddrLine1""(C) Bill To Address 1(C) Bill To Address 2""""(C) Bill To City(C) Bill To State(C) Bill To Zip"" )
Select OK to save the changes on the field.
Repeat Step 12 for the following fields:
Bill To Address Line 2
Bill To Address Line 3
Close the Layout window by select the X button at the upper right hand corner.
Choose to Save the Changes.
Select OK in the Report Definition window.
Log back to Dynamics GP (File > Microsoft Dynamics GP).
Make sure that you have access to print the modified report:
- Open the User Security Setup window by pointing to the Microsoft Dynamics GP menu, then point to Tools, point to Setup, point to System, and then select User Security.
- Enter the User Id you are looking to grant access to the modified form/report to.
- Enter the company this security needs to be granted in.
- Take down the Alternate/Modified Forms and Reports ID that appears at the bottom of the window.
- Open the Alternate/Modified Forms and Reports window by pointing to the Microsoft Dynamics GP menu, then point to Tools, point to Setup, point to System, then select Alternate/Modified Forms and Reports.
- Enter in the Id obtained in step D
- Select Microsoft Dynamics GP as the product.
- Select Reports as the Type.
- Expand the Sales Folder.
- Find the SOP Blank Quote form report you are looking to grant access to in the list that populates and expand it. Make sure it is set to the one labeled (modified)
Print the SOP Blank Quote Form for Prospects. This should show the City, State, Zip line.
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