Printing Bill to Address assigned to Customer Maintenance on the Historical SOP Invoice form for Microsoft Dynamics GP 2016

This article provides a solution to an issue where the address that was on the original invoice form will print and not the current Customer's Bill to Address assigned to the Customer Maintenance window.

Applies to:   Microsoft Dynamics GP
Original KB number:   4020124

Introduction

A customer's address may change from time to time. However, by default, when you print a historical SOP invoice in Microsoft Dynamics GP, the address that was on the original invoice form will print and not the current Customer's Bill to Address assigned to the Customer Maintenance window. The steps below will force GP to look at the Bill to address assigned to the Customer Maintenance's Bill To Address field instead of what was on the original invoice.

Resolution

Instructions to pull the Bill to Address off the Customer Maintenance window.

1. Open Report Writer
   1. Microsoft Dynamics GP > Tools > Customize > Report Writer
   2. If asked for a Product, select Microsoft Dynamics GP
2. Select Reports
3. On the Original Reports side, highlight SOP Blank History Invoice Form and Insert to the right.
4. Under Modified Reports, highlight SOP Blank History Invoice Form and select Open.
5. From the Report Definition window, select Tables.
6. In the Report Table Relationship window, highlight the Customer Master Address File. Select Remove.
7. Select OK to the message "Are you sure you want to remove this table and its related tables? Remove all Corresponding tables?"
8. In the Report Table Relationship window, select Close.
9. In the Report Definition window, select OK.

We'll now build a relationship between the Sales Transaction History table and the RM Customer Address table.

1. Select Tables > Tables at the top of the main Report Writer window.
2. Select SOP_HDR_HIST and select Open
3. Select Relationships and select New
4. Select RM Customer Master for the secondary table (click ... to select) and OK.
5. Select Key 1 and match up the lines under the Relationship section and select OK.
   1. Customer Number = Customer Number
6. Select OK on the Table Relationship Definition window.
7. Select the X on the Table Relationship window.
8. Select OK on the Table Definition window.
9. Select X on the Tables window
10. At the Report Writer window, select the SOP Blank History Invoice form again and select Open.
11. Select Tables on the Report Definition window.
12. Highlight Sales Transaction History and select New
13. Select RM Customer Master file and select OK.
14. In the Report Table Relationship window, select Close.
15. In the Report Definition window, select OK.

Next we'll create another relationship between the RM Customer Master and the Customer Master Address table.

1. Select Tables > Tables at the top of the main Report Writer window.
2. Select RM_Customer_MSTR file and select Open
3. Select Relationships and select New
4. Select Customer Master Address File for the secondary table
5. Select Key 1 and match up the lines under the Relationship section:
   1. Customer Number = Customer Number
   2. Primary Bill to Address Code = Address Code
6. Select OK on the Table Relationship Definition window.
7. Select the X on the Table Relationship window.
8. Select OK on the Table Definition window.
9. Select X on the Tables window
10. At the Report Writer window, select the SOP Blank History Invoice form again and select Open.
11. Select Tables on the Report Definition window.
12. Select RM Customer Master and select New
13. Select Customer Master Address File and select OK.
14. Close all the windows.
15. Select Close and File > Microsoft Dynamics GP
16. Give access to the modified Report.

More information

See Printing Bill to Address assigned to Customer Maintenance on the Historical SOP Invoice form for Microsoft Dynamics GP 2016 for this topic.