Home dynamics gp invoicing sales orders tracking

Boost Your Dynamics GP: Add Tracking Numbers to Sales Orders & Invoices!

Updated: • 0 • min read
Table of Contents

Level Up Your Dynamics GP: Tracking Numbers on Sales Orders & Invoices!

Tracking Numbers
image just illustration

Ever wish you could easily track your sales orders and invoices in Dynamics GP? Well, you’re in luck! This guide will walk you through adding tracking numbers, making your life so much easier. No more searching high and low – you’ll have all the info you need right at your fingertips.

Why Tracking Numbers Matter

Before we dive in, let’s talk about why tracking numbers are so important. They give you instant visibility into where your orders and invoices are in the process. This is key for keeping customers happy and managing your business effectively. Plus, it saves you time and headaches down the line.

Getting Started with Report Writer

First things first, you’ll need to open Report Writer. Here’s how:

  1. Go to Microsoft Dynamics GP > Tools > Customize > Report Writer.
  2. Choose Microsoft Dynamics GP for the product and hit OK.

Easy peasy, right? Now you’re ready to start customizing your reports.

Modifying Your Reports

Now, let’s get to the good stuff – adding those tracking numbers. Here’s the step-by-step process:

  1. Select Reports: In Report Writer, click on Reports.

  2. Insert Your Report: On the Original Report side, find the SOP Blank Invoice form (or whichever report you want to modify). Click Insert. You can also modify other forms like the SOP Blank Order Form, SOP Blank History Invoice form, SOP Long Order Form, and so on.

  3. Open the Modified Report: On the Modified Reports side, select the SOP Blank Invoice form (or the one you’re modifying) and click Open.

  4. Layout Time: In the Report Definition window, click Layout. This is where the magic happens.

Creating the Calculated Field

This is where we create the field that will pull in your tracking numbers. Follow these steps carefully:

  1. New Calculated Field: In the Toolbox, choose Calculated Fields from the dropdown menu, and then click New.

  2. Name It: In the Calculated Field Definition window, type “Tracking Number” as the name. Descriptive, right?

  3. Set the Result Type: Choose String from the Result type dropdown list.

  4. Expression Type: Select Calculated as the Expression Type.

  5. Calculated Expression: Now, click on the Calculated Expression section. This is where the real work begins.

  6. Functions Tab: Select the Functions tab.

  7. User Defined Function: Choose user Defined, then select Sales from the Core dropdown and rw_CreateSOPTrackingNumberString from the Function dropdown. Click Add.

  8. Fields Tab: Switch over to the Fields tab.

  9. Add Fields:

    • Choose Sales Transaction Work from the Resources dropdown and SOP Number from the Fields dropdown. Click Add.
    • Select Sales Transaction Work from the Resources dropdown (again) and SOP Type from the Fields dropdown. Click Add.

  10. Check Your Expression: Your Calculated Expression should look like this: FUNCTION_SCRIPT(rw_CreateSOPTrackingNumberStringSOP_HDR_WORK.SOP NumberSOP_HDR_WORK.SOP Type)

  11. Confirm: Click OK.

Adding the Field to Your Report

Almost there! Now you need to add the new Tracking Number calculated field to the RF section of your invoice or order. Important Note: It will print in alphabetical order with commas between multiple tracking numbers. Also, there’s a character limit of 80 when adding the Tracking Number to Invoices or Orders.

Saving Your Changes

  1. Back to Dynamics GP: Go back to Microsoft Dynamics GP by selecting File > Microsoft Dynamics GP. Click Save to any messages you receive.

  2. Grant Access: To use your modified report, go to Administration > Setup > System > Alternate/Modified Forms and Reports.

    • Select your ID.
    • Choose Sales from the Series dropdown.
    • Choose Reports from the Type dropdown.
    • Click the Sales “+” sign in the Alternate/Modified Forms and Reports List section.
    • Click the SOP Blank Invoice form “+” sign.
    • Select Microsoft Dynamics GP (Modified).
    • Click Save and close the window.

You Did It!

Congratulations! You’ve successfully added tracking numbers to your Dynamics GP reports. This will streamline your processes, keep your customers informed, and make your life way easier.

What’s Next?

We’ve covered a lot here, but there’s always more to learn. If you have any questions, comments, or run into any issues, leave a comment below. We’re here to help! And be sure to check back for more tips and tricks on mastering Dynamics GP.

Post a Comment