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

Hi Everyone!

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.

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. Click 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 click Open.
5. From the Report Definition window click Tables.
6. In the Report Table Relationship window, highlight the Customer Master Address File. Click Remove.
7. Click 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 click Close.
9. In the Report Definition window click OK.

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

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

Next we will 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 click Open
3. Click Relationships and click New
4. Click 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. Click OK on the Table Relationship Definition window.
7. Click the X on the Table Relationship window.
8. Click OK on the Table Definition window.
9. Click X on the Tables window
10. At the Report Writer window select the SOP Blank History Invoice form again and select Open.
11. Click Tables on the Report Definition window.
12. Click RM Customer Master and click New
13. Click Customer Master Address File and click OK.
14. Close all the windows.
15. Select Close and File > Microsoft Dynamics GP
16. Give access to the modified Report.

Thanks!

Angela Ebensteiner | Sr. Technical Advisor | Microsoft Dynamics GP