I'm wanting to edit the "Blank Invoice Form" and "Blank Invoice Forms"
Mainly, I want to delete the Customer ID field, and replace it with Customer Name. Is this possible and if so, how can i go about doing this?
Also, there are a few other fields I want to delete such as shipping method, salesperson id, req ship date, discount, and etc... this should "break anything", right?
Thanks for your help, as you can see i'm new to report writer!
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Unfortunately, you can only use the original or modified GP forms. You cannot create a duplicate/copy of a GP form and have that be your default form.
I thought you were modifying the original form, as opposed to working off of a copy.
You will have to make your changes to the GP modified form.
Sorry, I attached the wrong picture of the alternate/modified forms. However, i see the same two options under sales>>blank invoice form.
I'm back again. So i took your advise and went in to check permissions for my new form. After going in, and selecting sales >>invoice(working off of a copy i made of the blank invoice form), i wasn't able to see my edited form. However, i did see the form under customization maintenance in GP...
I guess now i just need to figure out how to add the new form as an option in GP? That way i can use it?
Any suggestions?
Thank you for all of your help. I might reach out some more if i'm not talking your ear off!
Thanks again!
I'm actually not quite sure on that one, however, I suspect that this is a case where it looks it bit strange in Report Writer, but when you actually print the form it will look just fine.
Give that a try and see how the actual printed document looks.
Be sure that you've granted permission to the modified form, so that you'll be sure to see your version of the form. To do that, go to Microsoft Dynamics GP >> Tools >> Setup >> System >> Alternate/Modified Forms & Reports. There is usually just one ID, called DEFAULTUSER. Set the "type" to Reports, and then expand Sales >> SOP Blank Invoice Form, and then select the modified version of the form.
If the fields turn out to be top-aligned in the actual printout, it might be because of the specific font you are using. I am not aware of any settings that control vertical alignment inside of fields, in Report Writer.
Also, I have some rather long comments in my report footer. Sometimes they are getting cut off due to length. Is there a setting where i can change this? Same thing for my item descriptions.
Love the pointers Lyn! Very useful. I've got one more question for you. Say you have a heading (forgive me for my incorrect lingo) such as customer name. The words aren't sitting at the right height in their box. Where is the setting to modify this? I've attached a screen shot since I've done such a terrible job explaining my problem!
Thanks :)
In Report Writer (RW), once the report is open, you can use the "Arrange" tab of the Toolbox to line fields up. Simply highlight the fields you want to align, and then click the desired button in the Toolbox.
The Arrange tab has icons to help you align left/right/top/bottom, and also to resize height/width, and even to tile the selected fields.
Here's my favorite RW shortcut: If you want to set them all with the same font & other display settings, select a field that has the desired settings (must select that one first), then select all the other fields. Press CTRL+D, and once the window opens, just press [Enter]. All the fields will now have the same settings as the first field.
If none of the fields have the desired settings, just take the time to make the necessary changes in the Drawing Options window, prior to pressing [Enter].
Sorry, Report Writer
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