Dynamics Technical Support Help

This is the first of many blogs regarding technical support for the Microsoft Dynamics Great Plains. As a technical support specialist (I think that's my official title) I will hope to make the world a better place by giving tips and tricks, outlining technical trouble shooting methods, and reviewing common GP procedures.

My first tips and tricks shows you how to copy a format in Report Writer so you don't have to start from scratch. Eg. SOP blank invoice form can be copied to SOP Blank Return form. (Hint: you can do this for all similiar forms but need to Find and Replace tables if you want to copy Blank invoice to Historical invoice).

Copying The Layout From a Modified Invoice to an Unmodified Invoice
Article ID:856003

Question:I have modified an invoice in Report Writer. I'd like these same changes to appear for a different invoice. How can I copy the modified layout from one invoice to another?

Answer:
1. Make sure both the reports are in the Modified Reports column in Report Writer.
2. Go back into Dynamics/eEnterprise to Customization Maintenance (Tools - Customize - Customization Maintenance). Export both the modified and unmodified invoice to package files. 3. Once exported, open up the unmodified Invoice using Notepad or Word and remove all the text except for the report name at the top.
4. Open up the modified report and copy all of the text, except for the report name at the top and then paste it into the unmodified invoice.
5. After all the changes have been made and saved, you can then go back to the Customization Maintenance window (Tools - Customize - Customization Maintenance) and import the reports back in.
6. Go to Security Setup (Setup - System - Security) and grant security to the newly modified report.

Hope that saves you consulting dollars or painful hours using the blessed GP Report Writing tools.

Cheers,

Doug Pitcher