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ReportWe would like to contact name in the 'Ship To' fields. How do we alter these fields in the Invoicing, Orderforms, etc.
How do we do this permanently?
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We would like to contact name in the 'Ship To' fields. How do we alter these fields in the Invoicing, Orderforms, etc.
How do we do this permanently?
*This post is locked for comments
Thanks for the help...the only problem I'm having is step 7...I can't find the exact command that you're talking about. Where is this Security (I'm using the Admin account with full access). The choices I see are Security Tasks, Security Roles.
Here are the steps:
1) Decide which form/s to modify. Each document(Invoice, Order,etc.) comes in 4 forms: Blank, Short, Long and Other.
2) Open Report Writer then drag the form from Original Reports to Modified Reports. Don't worry you're just creating a duplicate of the original report.
3) Choose the form, click Open then Layout
4) Go to the Toolbox change the drop-down to Customer Master Address
5) Drag Contact Person to the Report Layout
6) Go to File then Microsoft Dynamics GP. Say Yes to all changes
7) Go to Tools>Setup>System>Security then Series = Sales and Type = Modified Report
8) Give access to anybody who'll need your modified report. Should show * after assigning.
Goodluck
Duke
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