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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Uploading a customized...
Microsoft Dynamics GP (Archived)

Uploading a customized Sales Order Form.

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Posted on by cap.zadi 925

Hi,

i have customized a Sales Order Form in Report Customization window and now want to upload it to main server so Sales people can use it. 

can you advise me the procedure or steps to upload shuch customized forms.

 

thanks,

 

zee

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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Zee, go to Customization Maintenance (MSDGP>>Tools>>Customize>>Customization Maintenance) and follow the instructions for exporting your form to a package file.  Then do the same on the server, importing the package file there.  Don't forget to change Alternate Forms/Reports security on the server so your users have access to the modified form.

  • Suggested answer
    cap.zadi Profile Picture
    cap.zadi 925 on at

    thanks Frank.

  • cap.zadi Profile Picture
    cap.zadi 925 on at

    Hi Frank.

    I have done through the same way and when import the files so it ask me to overwrite and i said yes. can i use these reports only at my pc or to use them must be through server?

    bye the way i import these files and overwrite but still cant see in my pc when print off the SO.

    Please advise.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    Standard practice is to have one computer where you modify your forms and reports. On this computer you edit the launch file so it points locally. For all other computers you edit the launch file to point to shared folder containing the modified forms and reports. You never want to be modifying a report while others may be accessing it as it may corrupts the reports dictionary. Once your changes are complete you then follow Frank's suggestion to export your reports to a package file and then go to one of the other computers and import that package file. Finally usiong Alternate Froms and Reports you grant access to those modified forms and reports. Now in the case of SOP forms make sure you are modifying the correct one as there are several different versions(Blank Invoice Form, Long Form, Short Form). Also, if you are modifying something in the report header make sure you also make the same change in the page header otherwise you will drive yourself crazy thinking you made a change but it never appears.

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