Dynamics GP – Company Remit To Address on Sales Invoices

The requirement here is to get the second REMITTO  address defined at company set added to sales invoice report.

Lets start by creating the second address for the company at
Tools >> Setup >> Company >> Company >> Address

Address 2

Set the default address to primary
Company Address 1

Next lets modify the invoice report.  Open any invoice, and click on the printer icon at top right corner of the sales transaction inquiry window.sales invoice

Tick mark invoice and select blank paper and click print
print invoice

At the report destination window, select standard for report type and screen for
destination:

Report Destination

Generate the report by clicking ok and modify the report by clicking on the modify button
modify report

Now we are all set to add the second address to the report.  Select calculated fields at fields drop down and click new.
calcualted fields

Let’s create the first field remit to contact name.  Enter the field definition as follows:
calcualted field defination 1

Click on add
calculated field 2

Click on constants and fill the type as string and constant as REMITTO,  the address ID of the company address whose contact name will be placed on the report.
calculated field 3

Click on add
calculated field 4

Change the type to integer and constant to 1 ( 1=Contact Name)
calculated filed 5 Click on add
calculated filed 7

Complete the process of creating the calculated field by clicking on “OK” .  The filed now  appears at the calculated filed drop down list.
calculated field 8

Follow the same process to create other calculated fields for REMITTO company address. The second parameter value pair is as follows:

2 = Address 1
3 = Address 2
4 = Address 3
5 = City
6 = State
7 = Zip
8 = Country
9 = Phone 1
10 = Phone 2
11 = Phone 3
12 = Fax
13 = Country Code
14 = County
15 = Address Name
16 = Address ID

I am not going create all the fields in this post.  Once created, drag the calculated filed and drop into the invoice layout.
calculated filed 10

Close the layout, save all the changes and return to Dynamics GP.

Provide access to modified report to the user at Tools >> Setup >> System >> Alternate Forms and Modified report.
modifed report access

Save security updates.

Generate the invoice report  to check if the REMITTO contact name appears on the sales invoice report …..  It does!
remit to address on invoice 2

Cheers!
Sanjay

Dynamics GP Report Writer Global Functions Quick Reference – Part 4 – Data retreival

Dynamics GP Report Writer Global Data Retreival Functions

FunctionParam TypeParamReturn TypeReturn
RW_CityStateZipstring
string
string
inCity
inState
inZipCode
stringoutCityStateZip
RW_CoAddrIDInfoAddress Code
integer
IN_Address_Code
IN_Field
stringOUT_String
RW_GetCommentTextstring
integer
integer
IN_CommentID
IN_characters
IN_line
stringOUT_string
RW_GetInternetInfostring
string
string
string
IN_MasterType
IN_MasterID
IN_AddressID
IN_field
stringOUT_string
RW_GetInternetPromptintegerIN_fieldstringOUT_string
RW_GetInternetTextstring
string
string
integer
integer
IN_MasterType
IN_MasterID
IN_AddressID
IN_characters
IN_line
stringOUT_string
RW_GetMsgintegerimsgstringsmsg
RW_GetMsgDisplay
RW_GetNoteTextcurrency
integer
integer
IN_NoteIndexstringOUT_string
RW_GetPOPTypeStringPOP TypenPOPTypestringsPOPType
RW_GetPOTypeStringPO TypenPOTypestringsPOType
RW_GetSOPTypeStringintegernSOPTypestringrw_GetSOPTypeString
RW_GetWFApprovalStatusStrin 'Workflow Approval Status'nWrkflwApprvlStatusstringrw_GetWFApprovalStatusStr
RW_GetWFPriorityStr'Workflow Priority'nWrkflwPrioritystringrw_GetWFPriorityStr
RW_PMAddrIDInfoVendor ID
Address Code
integer
IN_Vendor_ID
IN_Address_Code
IN_Field
stringOUT_String
RW_POPHDRCommentTextstring
integer
integer
IN_Number
IN_characters
IN_line
stringOUT_String
RW_POPLINECommentTextinteger
string
long
integer
integer
IN_Type
IN_Number
IN_Ord
IN_characters
IN_line
stringOUT_String
RW_RMAddrIDInfoCustomer Number
Address Code
integer
IN_Customer_Number
IN_Address_Code
IN_Field
stringOUT_String
RW_SOPHDRCommentTextinteger
string
integer
integer
IN_Type
IN_Number
IN_characters
IN_line
stringOUT_String
RW_SOPLINECommentTextinteger
string
long
long
integer
integer
IN_Type
IN_Number
IN_LineItem
IN_Component
IN_charactes
IN_line
stringOUT_String
Dynamics GP Report Writer Global Data Retreival Functions

Cheers!
Sanjay

Dynamics GP Report Writer Global Functions – Part 3 – Date Time Functions

Dynamics GP Report Writer Date Time Functions

FunctionParam TypeParamReturn TypeReturn
RW_AddMonthdate
integer
IN_date
IN_months
dateOUT_Date
RW_DateToStringdate
string
IN_date
IN_Format
stringOUT_string
RW_DiffDatedate
date
IN_start
IN_end
longOUT_diff
RW_EndOfMonthdateIN_datedateOUT_Date
RW_MakeDateinteger
integer
integer
IN_month
IN_day
IN_year
dateOUT_Date
RW_MakeTimeinteger
integer
integer
IN_hour
IN_minute
IN_second
stringOUT_time
RW_SetDatedate
integer
integer
integer
IN_date
IN_month
IN_day
IN_year
dateOUT_date
RW_SysDateinteger
IN_modedateOUT_date
RW_SysTimeinteger
IN_modestringtime
Dynamics GP Report Writer Date Time Functions

Cheers!
Sanjay

Dynamics GP Report Writer Global Functions Quick Reference – Part 2 – String Manipulation

FunctionParam TypeParamReturn TypeReturn
RW_Leftstring
integer
IN_string
IN_Length
stringOUT_string
RW_LengthstringIN_stringintegerOUT_lenght
RW_LowerstringIN_stringstringOUT_string
RW_Padstring
integer
string
integer
IN_string
IN_Direction
IN_Pad
IN_Lenght
stringOUT_string
RW_ParseStringstring
integer
integer
IN_string
IN_characters
IN_line
stringOUT_string
RW_Posstring
string
integer
IN_target
IN_search
IN_start
integerOUT_pos
RW_ProperstringIN_stringstringOUT_string
RW_Replacestring
string
integer
integer
IN_target
IN_replacement
IN_start
IN_length
stringOUT_string
RW_Rightstring
integer
IN_string
IN_Length
stringOUT_string
RW_Stripstring
string
IN_String
IN_Strip
stringOUT_string
RW_Substitutestring
string
string
string
string
string
IN_String
IN_Sub1
IN_Sub2
IN_Sub3
IN_Sub4
IN_Sub5
stringOUT_string
RW_Substringstring
integer
integer
IN_String
IN_Start
IN_Lenght
stringOUT_string
RW_Tokenstring
string
integer
IN_string
IN_token
IN_postition
stringOUT_string
RW_Trimstring
integer
string
integer
IN_String
IN_Direction
IN_Trim
stringOUT_string
RW_UpperstringIN_stringstringOUT_string

Cheers!
Sanjay

Dynamics GP Report Writer Global Functions Quick Reference – Part 1-Numeric Manipulations

Report writer Numeric Manipulations functions

FunctionParam TypeParamReturn TypeReturn
RW_AbsvcurrencyIN_value.vcurrency.OUT_value
RW_ConvertToWordsAndNumberscurrency
string
integer
IN_Value.
IN_Currency
IN_Mode.
stringOUT_string
RW_Formatvcurrency
integer
integer
integer
integer
IN_currency.
IN_cur_symbol.
IN_thou_sep
IN_dec_places
IN_neg_type
stringOUT_string
RW_MaxCurrvcurrency
vcurrency
IN_Value1
IN_Value2
vcurrencyOUT_Max
RW_MaxIntlong
long
IN_Value1
IN_Value2
longOUT_Max
RW_MinCurrvcurrency
vcurrency
IN_Value1
IN_Value2
vcurrencyOUT_Min
RW_MinIntlong
long
IN_Value1
IN_Value2
longOUT_Min
RW_PadZerocurrency
integer
integer
integer
IN_Amount
IN_Length
IN_Decimal
IN_DecSep
stringOUT_string
RW_Roundvcurrency
integer
integer
integer
IN_value
IN_side
IN_dec_places
IN_mode
vcurrencyOUT_value
RW_Truncatevcurrency


IN_value

vcurrency
integer
integer

IN_value
IN_side
IN_dec_places

RW_ValuestringIN_stringvcurrencyOUT_value
Report writer Numeric Manipulations functions

Cheers!
Sanjay

Report writer – Sort SOP Invoice line items based on item user defined category fields.

Requirement:
Sort SOP Invoice line items based on the item user defined category fields.

Solution:

1. Before Modifying the report:

ScreenShot

Notice that the items are not sorted based on the item user defined category field values.

2. Modify the SOP Invoice Report at Report writer  – ADD Item master table to the report.

5

( Note :  To modify a report click, generate the report and click the modify button.)

3) Modify the SOP Invoice Report at Report Writer – Add item category user defined field 2 as sort key as follows:6

4) Save the modification, provide access to modified report to the user.  Run report.

ScreenShot1

Notice the line item sort order has changed based on the item user defined category.

Cheers!
Sanjay

Adding Fax Number to Dynamics GP Report writer reports

Adding Fax  Number to Dynamics GP Report writer reports.

The company fax number field is not listed under the Global fields of report writer.  How to get the company fax number on to the report writer report.  Here is how it can be done.

The solution is to create a calculated field which in turn would call the RW_CoAddrIDInfo function available under the system manager module.  This function accepts two parameters.

1) The Company address code for which the company information to be retrieved.
2)  What information is required.

RW_CoAddrIDInfo

RW_CoAddrIDInfo

Step by Step  procedure to get fax numbers printed on Dynamics GP Report writer reports.
1) Log on to Dynamics GP.
2) Start Report Writer. Report Writer

3) Select the product at which the report required to be modified exists.product

4) Click on reports
Report writer reports

5) Select the report you want to modify and open it.select report

6) Click on Layout
Layout

8) Select calculated fields at fields drop down.
calculated fields

9) Click on ADD new
addnew

10) Create a new calculated field as follows:

calc

11) click on add :

calc1

12) click on constants, fill as follows – enter the company id for which fax number is to be retrieved. Leave it blank for default. constants

13) click on add

constants2

14) Add second parameter as follows:

constants3t

15) Click on add.

constants 4

16) click okay the “Fax” calculated field is now available at the calculated fields window.
fax

17) Drag and drop the field on any report writer report.
fax3

Cheers!
Sanjay