Adding Custom Report to Sales Quote

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Posted on by Community Member Microsoft Employee

Hi guys,

I am very new to Microsoft Dynamics Great Plains and the version I am using is 9.0 (very outdated, I Know).

I have been googling for a while and reading a lot about what I am trying to do but at this point I am more confused than before.

I made a Custom Report in the Report writer (I duplicated a Sales Quote Report and made some changes to it). Now I need to print a quote using that custom report I made but it is not showing anywhere.

I go to Transactions -> Sales -> Sales Transactions Entry, then I select Quote and next to it there is a field that I can search and opens a window called "Sales Type IDs" (I guess this is where I am supposed to see my custom form? but it is not showing)

I am thinking I should be able to assign "types" to my custom form but I have no clue where or how to do this.

I tried Security and Advance Security but nothing is working.

Any advice? I need to create two custom forms like this and they need to be able to select it depending on the sales transactions they are working on.

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Answers (3)

Community Member Microsoft Employee on at

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RE: Adding Custom Report to Sales Quote

Thank you all so much for your help, all the answers helped me!

Could not have done it without you! :)
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Heather Roggeveen 9,142 on at

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RE: Adding Custom Report to Sales Quote

Hi Sepsys

You are on the right track - use Leslie's approach to create e.g. SOP Blank Quote and SOP Short Quote.

Then set up a Type ID for INTQTE as you note and assign the format Blank (for example).

Then setup a Type ID for NATQTE and assign the format Short.

That will then automatically print the correct format for you when you print the document.

Cheers

Heather

PS - this thread is a really good example of team solutions :-)
L Vail 65,271 on at

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RE: Adding Custom Report to Sales Quote

Hi,

Using the different formats is the way to go. The SOP document type IDs differs in setup options, not appearance. You can create multiple Type IDs to control allocation and fulfillment and what Doc Types (Order/Invoice/Backorder/ETC) the document can be transferred to. The form layout for each document type is exactly the same. Bottom line, you are correct in thinking it can't be done. We may be able to change the text in the menu, but I don't know for sure if those fields are available in Modifier/VBA. I'll mess with it some this weekend to see what can easily be done.

Kind regards,

Leslie
Community Member Microsoft Employee on at

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RE: Adding Custom Report to Sales Quote

UPDATE.

So with Leslie's approach I can do 4 different forms that would be assigned to blank, short, long etc format type. So I can do it this way and tell the personnel which form is for international and which is for domestic.

Now, is there any other way I could achieve this? I would prefer assigning a typeID like "INTQTE" to make it easier for the personnel to remember.

Is there such a way?

Community Member Microsoft Employee on at

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RE: Adding Custom Report to Sales Quote

Leslie,

Thank you so much for your reply.

Though your answer was helpful and it solves one of my problem, it does not solve what I am trying to accomplish.

As I explained in my other post I am trying to have multiple reports per document type and the ability to choose which one I want to print from the "Sales Transaction Entry". I tried to explain my thoughts with this table.

Document Type	Form name
Quote	SOP National Blank Quote Form SOP International Blank Quote Form
Orders	SOP National Blank Order Form SOP International Blank Order Form
Invoice	SOP National Blank Invoce Form SOP International Blank Invoce Form

The request behind this is because the company I am working for requires different type of forms depending if the customer is national or international.

Your answer replaces the "SOP Blank Quote Form" report document that the software prints by default and that is one thing that I want, but I also want to have a second report to be able to choose from.

Do you know a way I could do this?

The only places I see that I could change something about the report is in the "Sales Type IDs" window (which was what I was trying to do before). I made a "INTQTE" type ID that I was hoping I could attach to my "SOP International Quote Form" custom document, but I think that is not possible?. See Image.

6180.Capture2.png

Also, the other possible place I saw was here

6180.Capture2.png

the company only uses blank paper format, so they would not mind change the short form or any other formats to the international report form I want.

I do not need extra fields on the sales transactions entry window, I just want the ability to choose which quote form I want to print.

Is there a way I could achieve this goal?

Also, in another related topic, for that package file of the form, can I edit that form from the notepad file? that would be so much faster than doing it in the report writer.

Thank you in advance for your help, I really appreciate it

Community Member Microsoft Employee on at

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RE: Adding Custom Report to Sales Quote

Almas, thank you for your reply and trying to help me. Leslie's answer helped but did not completely solve what I am trying to achieve

so are you saying that the type ID (i.e. STDQTE, BLKQTE etc) only changes the document number of the report?

So this is my problem:
The company I am working for needs one kind of report for national customers and another kind of report for international users.
For example if a national customer wants a quote I want to be able to choose "SOP National Quote Form"; if an international customer wants a quote I want to be able to choose "SOP International Quote Form".

I am trying to have multiple reports per document type. I dont need extra fields in the "Sales Transaction Entry" window, I only need the reports to look different. Like this:

Document Type	Form name
Quote	SOP National Blank Quote Form SOP International Blank Quote Form
Orders	SOP National Blank Order Form SOP International Blank Order Form
Invoice	SOP National Blank Invoce Form SOP International Blank Invoce Form

Since the only option the software gives you to change something about the report is on that "sales Type ID" Window, I thought I would be able to somehow make Type IDs for different forms and then choose which type I want is the Sales Transaction Entry Window.

I hope I explained myself better.

Is there a way to do this at all?

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Almas Mahfooz 11,003 User Group Leader on at

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RE: Adding Custom Report to Sales Quote

Leslie Vail, have a very detail reply I hope it will solve your issue.

but as you are talking about Type IDs, I want to clear difference among Document Type, Document Type IDs and then Document Number (aka SOP NUMBER).

On Sales Entry window there are various Document Types, Quote,Order, Invoice etc

These Document Types may have multiple IDs, like shown in below screen shot STDQTE, REPQTE etc

and on the basis of these document and document type, document number gets generated. when you will print report from this window it will show you data for the selected document number.

But since you are saying you want to select Type ID and then print report, is it that you want to print all documents of specific Type ID?

If you will share screen shot of your report it would be easy to understand , exactly what you are trying to do.

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L Vail 65,271 on at

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RE: Adding Custom Report to Sales Quote

Hi,

I think I've got the answer for you. You want to print your customized copy of the Sales Quote from the places the GP original report prints. In order to get this to work, you need to 'Insert' the original report into the modified reports column. Copy does not accomplish the same thing. You won't need to re-do your customizations, you can simply import them. First, you need to create a .package file for your modified report.

Navigate to the Customization Maintenance window using:

Microsoft Dynamics GP | Tools | Customize | Customization Maintenance

Select your custom Report and push the Export Button. Name it QuoteCustom.package. Do the same thing to the modified report you have been using and name it QuoteModified.package. Make a copy of these two files and set them aside (this is your backup). Copy the Reports.dic file and set it aside as a backup. Now it’s time to edit the package files. Open the QuoteCustom.package in Notepad.

The first line of the package file contains the name of the report. I’ve got it highlighted in the image below:

Replace the highlighted text with SOP Blank Quote Form and save the file. Now, import the QuoteCustom.package file using the Customization Maintenance window.

Grant security to the modified report using the Alternate/Modified Forms and Reports window. Now, when you print the SOP Quote, your customized Quote should print.

Kind regards,

Leslie
Community Member Microsoft Employee on at

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RE: Adding Custom Report to Sales Quote

Almas,

Thank you for your reply but it does not solve my problem.

When I go to reports>>Customize and print from there, it prints old reports that the program selects itself.

Also modifying the default quote report does not solve my problem either. I need to have the ability to choose from two or three different report quotes.

So in the Sales Transaction Entry window, there is a type/type Id category, there you can select a type from a drop down menu (which in this case is quote); and typeID that you can search.

When you click to search typeID, a "Sales Type IDs" window open and I am guessing there is where I can select my custom form but I do not know how to link my custom form to that.

Any advice?
Almas Mahfooz 11,003 User Group Leader on at

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RE: Adding Custom Report to Sales Quote

Goto Reports>>Customized and select series and product you selected for your report and print.

If you want to print your report from Sales window then customization will be needed to print report on print button instead of GP Default report.

Or you can Modify GP Quote report (adding removing fields as you did with your custom form), mark modified report and nothing else need to do.