Customizing SOP Blank Invoice form

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Posted on by Gregg Blair

Good morning everyone.

I am in the process of creating a customized invoice template in GP 10 using the GP Report Writer. Our Customers receive monthly invoices. On each customer's current invoice, I would like to include the customer's prior balance as well as payments received since the prior month's invoice. My thinking is that I will need to create a table relationship that will allow me to access customer history and payment information while in the SOP Blank Invoice template - any advice would be greatly appreciated. Thank you.

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Frank Hamelly | MVP... 46,619 Super User 2025 Season 2 on at

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Re: Customizing SOP Blank Invoice form

Just a suggestion - this would be a whole lot easier to do in Crystal or SSRS.

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Richard Whaley 25,195 on at

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Re: Customizing SOP Blank Invoice form

Send them a statement. Modify it to look like an invoice. You can now add all new charges (actual invoices), adjustments (debit and credit memos), and payments on the form.

If you actually need to send statements, remember, you have 4 different formats available (long, short, blank, custom).

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Gregg Blair 80 on at

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Re: Re: Customizing SOP Blank Invoice form

Thank you for the feedback - ultimately, sending a statement with current month detail is really what I am trying to do. Through customizing one of the statement templates, will I be able to include the line item details from the current month's invoice or will I be limited to the invoice total only?

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Gregg Blair 80 on at

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Re: Re: Customizing SOP Blank Invoice form

Thank you for the feedback - ultimately, sending a statement with current month detail is really what I am trying to do. Through customizing one of the statement templates, will I be able to include the line item details from the current month's invoice or will I be limited to the invoice total only?

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Richard Whaley 25,195 on at

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Re: Re: Re: Customizing SOP Blank Invoice form

You will not get the line item details from the invoice, only the invoice number, date, amount, and reference description.

Now, like Frank suggested, if you do this using SRS or Crystal you can do both!

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Gregg Blair 80 on at

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Re: Re: Re: Re: Customizing SOP Blank Invoice form

Thank you both for the responses - I really appreciate your time. I will have to give SQL Reporting Services a try.

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L Vail 65,271 on at

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Re: Re: Re: Re: Re: Customizing SOP Blank Invoice form

Encore Business Solutions has a product that I think will do exactly what you need. Check it out:

http://www.encorebusiness.com/Products/Encore-Products-for-Microsoft/Enhanced-Customer-Statement.aspx

Kind regards,

Leslie

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David Musgrave MVP ... 14,069 Most Valuable Professional on at

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Re: Re: Re: Re: Re: Re: Customizing SOP Blank Invoice form

You can always use VBA to access data.

http://blogs.msdn.com/developingfordynamicsgp/archive/2008/10/30/using-vba-with-report-writer.aspx

http://blogs.msdn.com/developingfordynamicsgp/archive/2008/10/30/using-ado-with-vba-with-report-writer.aspx

http://blogs.msdn.com/developingfordynamicsgp/archive/2008/07/17/vba-accessing-any-sql-data-from-a-report-example.aspx

David Musgrave [MSFT]
Escalation Engineer - Microsoft Dynamics GP
Microsoft Dynamics Support - Asia Pacific

Microsoft Dynamics (formerly Microsoft Business Solutions)
http://www.microsoft.com/Dynamics

mailto:David dot Musgrave at microsoft dot com
http://blogs.msdn.com/DevelopingForDynamicsGP

Any views contained within are my personal views and not necessarily Microsoft policy.
This posting is provided "AS IS" with no warranties, and confers no rights.

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