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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / default report formats...
Microsoft Dynamics GP (Archived)

default report formats in SOP - for packing slips and picking tickets

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Posted on by iruser2 2,048

hi folks.

GP2015 here.  I have two report formats for all my SOP documents.  Blank and Long.

In Sales Document set up I can create two type IDs for orders and point one at the blank and one at the long report formats.

Now in SOP transaction entry I can print the ORDER and the correct report format is selected.  Sadly the PICKING TICKET and PACKING SLIP do not default.

What a curious thing to do by design.... or

have I missed a set up somewhere?

thanks!

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  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: default report formats in SOP - for packing slips and picking tickets

    Well.. GP 2018R2 does now have a way to default the report format for all SOP documents:

    Sales >> Setup >> Sales Order Processing >> Numbers button

  • iruser2 Profile Picture
    iruser2 2,048 on at
    RE: default report formats in SOP - for packing slips and picking tickets

    Hi Heather

    your suggestion does seem to be the only option.  The type id only seems to change the document itself, i.e. the quote, order, invoice, return, not the packing slip / picking ticket.

    thanks!

  • iruser2 Profile Picture
    iruser2 2,048 on at
    RE: default report formats in SOP - for packing slips and picking tickets

    Hi Babu

    Sorry but the picking ticket in SOP set up is where you say you want the standard order entered version of the bin order version. I am looking to be able to set the Blank format or the long format based on the type id selected for the order / invoice.

    Same with the packing slip.  The format selection in the invoice set up is only to set one default I need the default to change with the change in selection of type id.

  • Heather Roggeveen Profile Picture
    Heather Roggeveen 9,146 on at
    RE: default report formats in SOP - for packing slips and picking tickets

    Hi

    If I understand your question correctly, what you are after is that when you print the invoice for the type that is aligned to blank, you want the blank picking and packing and if you print the type that is aligned to long, you want long picking and packing.

    I can't say I have ever needed to do that, but just went looking and can't see where you can align them.

    Suggestion for a work around:

    - Record a print macro associated with blank and one associated with long

    - Attach the print macros to the Navigation Pane

    - Assign a keyboard shortcut

    I did this in the past for a client that had different printing requirements - i.e. sometimes they needed two invoices, one packing slip and a label - other times a single invoice.

    They had different keyboard shortcuts for each option.

    If this is not something you have done before and it could work for you, I have a video on YouTube that covers it:

    www.youtube.com/watch

    Cheers

    Heather

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at
    RE: default report formats in SOP - for packing slips and picking tickets

    Hi,

    You can fix the default picking ticket on the following windows.

    Sales >> Setup >> Sales Order Processing >> Options button

    And Packing slip in the following.

    Sales >> Setup >> Invoicing

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