Hi Everyone,

 

We’ve had a few requests lately asking how to add the Tracking numbers to our Sales Order Processing Orders and Invoice forms. Below are steps on how to use create a calculated field in Report Writer using a function to pull the information on a form.

Note: Steps below are how to add the tracking number to the SOP Blank invoice form, but the same concept applies to other forms. You will be using the rw_CreateSOPTrackingNumberString function to pull the information.

  1. Open Report Writer by clicking Microsoft Dynamics GP | Tools | Customize | Report Writer. Click Microsoft Dynamics GP for Product and Click OK.
  2. Click Reports.
  3. On the Original Report Side Click the SOP Blank Invoice form (or the report want to modify) and Click Insert (Some examples to modify are: SOP Blank Invoice form, SOP Blank Order Form, SOP Blank History Invoice form, SOP Long Order Form etc).
  4. Click the SOP Blank Invoice form on the Modified Reports Side and Click Open.
  5. In the Report Definition Window Click Layout.
  6. Create a calculated field to pull the Tracking number.

a. In the Toolbox, select Calculated Fields from the drop-down list, and then click New.

b. In the Calculated Field Definition window, type Tracking Number as the name.

c. For the Result type, select String from the drop-down list.

d. Select Calculated as the Expression Type.

e. Click in the Calculated Expression section.

f. Click the Functions tab.

g. Select User Defined.

h. Click the drop-down list for Core and select Sales.

i. Click the drop-down list for Function and select rw_CreateSOPTrackingNumberString. Click Add.

j. Click the Fields tab.

k. Click the drop-down list for Resources and select Sales Transaction Work.

l. Click the drop-down list for Fields and select SOP Number. Click Add.

m. Click the drop-down list for Fields and select SOP Type. Click Add.

 

The Calculated Expression should read:

FUNCTION_SCRIPT(rw_CreateSOPTrackingNumberStringSOP_HDR_WORK.SOP NumberSOP_HDR_WORK.SOP Type )

n. Select OK.


7. Add the field new Tracking Calculated field to the RF section of the Invoice or Order you are modifying. It will print in alphabetical order with a comma between multiple tracking numbers.

Note: There is a character limit of 80 when adding the Tracking Number to Invoices or Orders.

 8. Go back to Microsoft Dynamics GP by clicking File | Microsoft Dynamics GP. Click Save to any message you receive.

 9. Give access to your modified report by going to Administration | Setup | System | Alternate/Modified Forms and Reports.

a. Select your ID

b. Click the drop-down list for Series and select Sales

c. Click the drop-down list for Type and select Reports

c. Click the Sales + sign in the Alternate/Modified Forms and Reports List section.

d. Click the SOP Blank Invoice form + sign.

e. Click the option for Microsoft Dynamics GP (Modified)

f. Click Save and close the window.

 

Hope this article is useful for getting the Tracking numbers onto your forms. If you have any issues or other modifications causing conflicts and need assistance, please create a case for troubleshooting.

 

Thanks,

Angela Ebensteiner | SR Technical Advisor | Microsoft Dynamics GP