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Report Writer Question

  • 1.  Report Writer Question

    SILVER CONTRIBUTOR
    Posted Nov 08, 2016 03:39 PM

    I am trying to determine the font size & style of our checks written in report writer?  We are changing banks and our new bank is very specific in what they require.  I am having trouble verifying what font size & style the items pulled from the database.

    Thanks!

    ------------------------------
    Mary Barton
    Controller
    American Share Insurance
    Dublin OH
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Report Writer Question

    GPUG ALL STAR
    Posted Nov 08, 2016 03:55 PM

    Mary,

    We went through a similar finicky bank episode.

    I am having trouble verifying what font size & style the items pulled from the database.

    I can't tell you where in the "database" to find that information. That's all stored in the proprietary REPORTS.DIC file in GP.

    But in the Report Writer itself you can find that information:

    1. At any GP menu, press Alt-F9 to open Report Writer
    2. Pick Microsoft Dynamics GP
    3. Open the "Reports" list
    4. Find your check format in the "Modified Reports" list (ours is "Check With Stub on Top and Bottom - Graphical")
    5. Click "Open"
    6. Click "Layout"
    7. Pick any item of text or a field on the report layout
    8. In the Properties box you should see the "Font" and "FontSize". E.g., our "Check Total" field is "Courier New" font and "FontSize" of 12.

    Does that help you?

    SIncerely,

    ------------------------------
    Steve Erbach - Business Analyst & MS Dynamics Platform Administrator
    WOW Logistics - Appleton, WI
    +-VP for Communication, GPUG WI (Milwaukee) Chapter
    | Co-Chair, GPUG WI (Green Bay) Chapter
    | GP 2013 R2 (12.00.1801)...upgrading w/Sikich SOON to GP 2016!
    +-MR 2012 CU15
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: @serbach

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Report Writer Question

    SILVER CONTRIBUTOR
    Posted Nov 09, 2016 07:42 AM

    Thanks Steve... that's exactly what I needed!

    ------------------------------
    Mary Barton
    Controller
    American Share Insurance
    Dublin OH

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Report Writer Question

    GPUG ALL STAR
    Posted Nov 09, 2016 09:14 AM
    Edited by Steve Erbach Nov 09, 2016 09:15 AM

    Mary,

    What I can’t figure out is how to actually use my modified report (check)

    Good point! GP allows you to select the original or the modified version of a report. Here's how you do it (requires elevated rights; sa or POWERUSER would do it):

    1. In GP, select Microsoft Dynamics GP >> Tools >> Setup >> System >> Alternate/Modified Forms and Reports


    2. Enter the system password
    3. Pick the DEFAULT USER, Microsoft Dynamics GP, Reports, Purchasing, and Microsoft Dynamics GP in the selection boxes and drop-down lists
    4. Find your report name and click the + button to expand it
    5. Pick the (Modified) version of the report

    6. Click Save

    That should do it.

    Sincerely,

    ------------------------------
    Steve Erbach - Business Analyst & MS Dynamics Platform Administrator
    WOW Logistics - Appleton, WI
    +-VP for Communication, GPUG WI (Milwaukee) Chapter
    | Co-Chair, GPUG WI (Green Bay) Chapter
    | GP 2013 R2 (12.00.1801)...upgrading w/Sikich SOON to GP 2016!
    +-MR 2012 CU15
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: @serbach

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Report Writer Question

    SILVER CONTRIBUTOR
    Posted Nov 10, 2016 07:56 AM

    Thanks Steve, I did do this but then when I go to pick the check format to use I get this

    and the name of my actual check layout is different from any of these choices.  I am totally confused :-)

    ------------------------------
    Mary Barton
    Controller
    American Share Insurance
    Dublin OH

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Report Writer Question

    GPUG ALL STAR
    Posted Nov 10, 2016 10:29 AM

    Mary,

    This is uncharted territory for me. I don't believe that I've ever created a copy of a GP report and then changed its name. It appears that GP only recognizes its default report names... but I don't know for sure.

    I just checked the book, Microsoft Dynamics GP 2013 Reporting, by David Duncan and Christopher J. Liley (Packt Publishing). It says that when you create a Custom report by writing one from scratch or by copying an existing report and giving it a new name:

    Stored procedures must be used to print custom reports in the accounting system.

    In my brief examination of this issue, I did not find how to actually use them in GP. I know that Leslie Vail or David Musgrave would know how.

    Sincerely,

    ------------------------------
    Steve Erbach - Business Analyst & MS Dynamics Platform Administrator
    WOW Logistics - Appleton, WI
    +-VP for Communication, GPUG WI (Milwaukee) Chapter
    | Co-Chair, GPUG WI (Green Bay) Chapter
    | GP 2013 R2 (12.00.1801)...upgrading w/Sikich SOON to GP 2016!
    +-MR 2012 CU15
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: @serbach

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Report Writer Question

    TOP CONTRIBUTOR
    Posted Nov 10, 2016 10:54 AM

    "Copying" a modified RW report such as SOP Blank Invoice Form to SOP Short Invoice Form or to SOP Long Order History Form is accomplished by opening the exported package VB script using notepad.

    Then editing (in VB) the table names from open to history if needed and editing the report names in VB and saving the package as a new name. You must edit the VB. Renaining the package itself is not sufficient.

    Then import the new package back to RW and if you did the VB edits correct you will have the new report without redoing all the work for fonts, logos, graphics etc.

    I can't tell you how many times I've seen people spend six hours modifying an RW report and then do it all over again such as for a SOP Order, then a SOP Invoice when they could have edited the VB directly and copied it in  five minutes.



    ------------------------------
    Thaddeus Suter
    Retus, Inc
    Helotes TX

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Report Writer Question

    SILVER CONTRIBUTOR
    Posted Nov 09, 2016 09:15 AM

    Now that I have solved the issue of finding out what font size & style is used on my checks I find that our new bank wants a different font size...... sooooo

    I copied an existing report in Report Writer and modified it & saved it with a new name.  Now I'm stumped about how to choose that particular check layout.  Also, I only want to use this layout when using this bank account.  I do not see the custom report name when I go to Purchasing --> Setup --> Payables --> Check Layout.  It is pointing to Stub Top/Bottom Graphical which isn't even one of the Report names.  I'm lost....

    ------------------------------
    Mary Barton
    Controller
    American Share Insurance
    Dublin OH

    Academy - Online Interactive Learning from Experts


  • 9.  RE: Report Writer Question

    Posted Nov 10, 2016 11:07 AM

    Mary, 

    If you haven't done so, go to the Alternate Report Security and change the Check format to use the "modified form"

    Steve A.

    ------------------------------
    Stephen Authement
    President & Principal Consultant
    SteveA Consulting, LLC
    Slidell LA

    Academy - Online Interactive Learning from Experts


  • 10.  RE: Report Writer Question

    Posted Nov 10, 2016 11:23 AM

    Mary

    For printing checks, and all other "reports", in GP the program only allows you to print the original report or a primary copy of an original report, also referred to as a modified report, through the default/standard printing procedure. The primary copy gets created in Report Writer when you select an original report in Report Writer and choose to Insert it into the Modified Reports list or click Modify when a report is printed to screen.  A primary copy has the same name as the original report.  If you duplicate a primary copy of a report it becomes a secondary copy of the original report and has a different name from the original report.  It sounds to me like you are working with a secondary copy of the check and that is why you can't see it as an option to print. 

    In order for you to be able to change the fonts and sizes of your check and get to see the results, you will need to work with the primary copy of the check report.  The report name in Report Writer of the layout labeled Stub Top/Bottom Graphical is the "Check with Stub on Top and Bottom - Graphical".  If you want to create a backup of the check before you change font sizes or make other edits you can either make a copy of the Reports.dic file before making edits or export a report package from the Customization Maintenance window(Microsoft Dynamics GP>Tools>Customize>Customization Maintenance) by selecting a report and then clicking on the "Export" button.

    Regards,

    ------------------------------
    Sheldon Gitzel
    Senior Consultant
    Etelligent Solutions Inc.
    Edmonton AB

    Academy - Online Interactive Learning from Experts


  • 11.  RE: Report Writer Question

    SILVER CONTRIBUTOR
    Posted Nov 10, 2016 11:45 AM

    Thanks for everyone's input. 

    Is it possible to use two different check formats for two different checking accounts?  The two different banks have different specs for check printing (fonts/sizes, placement, etc).   Or is this not possible?

    ------------------------------
    Mary Barton
    Controller
    American Share Insurance
    Dublin OH

    Academy - Online Interactive Learning from Experts


  • 12.  RE: Report Writer Question

    GPUG ALL STAR
    Posted Nov 10, 2016 11:57 AM

    The only way that I would know to do it with base GP is to have a separate REPORT.DIC file for each check format. Then it is which one is getting loaded when GP starts.

    I know with Mekorma MICR you can setup different check formats for each checkbook. So that may be something that you will want to look into.

    ------------------------------
    Bert Green
    GP Developer/GP Administrator
    Berger Transfer & Storage, Inc.
    Saint Paul MN
    GP2015/MR CU11

    Academy - Online Interactive Learning from Experts


  • 13.  RE: Report Writer Question

    GPUG ALL STAR
    Posted Nov 10, 2016 12:13 PM

    Sheldon,

    Something just floated back into my memory...

    If we create a new Alternate/Modified Forms and Reports ID (other than DEFAULTUSER) we can then switch among many alternate layouts of the same report, correct? I've never done that, but I see that the GP Help for "Alternate/Modified Forms and Reports window" says:

    The alternate/modified forms and reports ID that a user is assigned to indicates which alternate/modified forms and reports a user can access in Microsoft Dynamics GP. Each alternate/modified forms and reports ID grants access to a group of alternate/modified forms and reports for the user that it is assigned to.

    A bit awkward, but it expands the number of report layout options.

    Regards,

    ------------------------------
    Steve Erbach - Business Analyst & MS Dynamics Platform Administrator
    WOW Logistics - Appleton, WI
    +-VP for Communication, GPUG WI (Milwaukee) Chapter
    | Co-Chair, GPUG WI (Green Bay) Chapter
    | GP 2013 R2 (12.00.1801)...upgrading w/Sikich SOON to GP 2016!
    +-MR 2012 CU15
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: @serbach

    Academy - Online Interactive Learning from Experts


  • 14.  RE: Report Writer Question

    Posted Nov 10, 2016 02:25 PM

    Mary

    It is possible to use different check formats and this could be done in a few different ways:

    1. You can use a layout like "Stub on Top/Bottom - Graphical" for one checkbook and then use another layout like "Stub/Stub/Check" for the other checkbook.  When you get to the Print Payables Checks window you can choose which Check Format to use for this batch [hopefully you aren't confused by the Canadianized spelling and use of "cheque" and forgive me if I slip up in my typing ;) ]
      The Payables Setup window lets you set the default check layout that will show here but you can pick another one at the time of printing, if desired.  Keep in mind that the check format labels (No Stub, Stub on Top, Stub on Bottom, etc.) and report names tell you how the original report was laid out but if you are using a modified version of the report it might be laid out differently (See KB 864284 for an example.)
    2. If the original version of a check layout works for Checkbook1, then you could use a modified version of the same check layout for Checkbook2.  In this case you would set up GP User IDs to use different Alternate/Modified Forms and Reports ID, as Steve suggested.  User1 would be assigned the original version of the check layout and this User1 would need to be used for printing checks for Checkbook1. User2 would be assigned the modified version of the check layout and would be used when printing checks for Checkbook2.
    3. If you always want to use the same check layout, such as Stub on Top, but have two different formats then you could use Bert's suggestion of using multiple Reports dictionaries (Reports.dic files).  In this case you would also have separate Dynamics.set files and separate GP launch icons. You would launch GP with icon1 to print checks for Checkbook1 and launch GP with icon2 to print checks for Checkbook2.

    There are pros and cons to each of these options but hopefully one of them will be workable or you.

    Cheers,

    ------------------------------
    Sheldon Gitzel
    Senior Consultant
    Etelligent Solutions Inc.
    Edmonton AB

    Academy - Online Interactive Learning from Experts


  • 15.  RE: Report Writer Question

    SILVER CONTRIBUTOR
    Posted Nov 10, 2016 02:59 PM

    Thanks Sheldon I will try one of these....

    I just don't know why my description of the check layout is not showing as an option.  These are the options showing, but my names are different

    These are my modified reports

    and this is what I have to choose from.... What I want to use is USB Check sub ck stub from above ^^

    ------------------------------
    Mary Barton
    Controller
    American Share Insurance
    Dublin OH

    Academy - Online Interactive Learning from Experts


  • 16.  RE: Report Writer Question

    Posted Nov 10, 2016 04:18 PM

    Mary

    Unfortunately you will not be able to use the modified check report that you want to use, "USB Check stub ck stub". This is considered a secondary copy or custom report by GP, as I mentioned earlier. I can tell since there is no report in the list of Original Reports with that name. 

    The check report that appears to be the logical one for you to use, from my perspective, is "Check with Stub on Top and Bottom - Graphical". If you look in the list of Original Reports you should see a report with the same name.  In the Payables Management Setup window a different label is used than the Report Writer Report Name so here is a table of showing which report name goes with each format label.

    Payables Check Format Label Report Writer Report Name
    Stub on Top Check with Stub on Top
    Stub on Bottom Check with Stub on Bottom
    Stub Top/Bottom - Text Check with Stub on Top and Bottom - Text
    Stub Top/Bottom - Graphical Check with Stub on Top and Bottom - Graphical
    Stub/Stub/Check Check with Two Stubs on Top
    3 per Page/No Stub Check with No Stub
    User-defined Check 1 User-Defined Check 1
    User-defined Check 2 User-Defined Check 2

     I hope this clarification helps.

    ------------------------------
    Sheldon Gitzel
    Senior Consultant
    Etelligent Solutions Inc.
    Edmonton AB

    Academy - Online Interactive Learning from Experts


  • 17.  RE: Report Writer Question

    TOP CONTRIBUTOR
    Posted 16 days ago
    Edited by Glenda Homan 14 days ago
      |   view attached
    I know this post is old, but I'm hoping to enlist the help of some of the GP greats on this discussion:
    @Steve Erbach, @Sheldon Gitzel, @Bert Green, @ Thaddeus Suter


    Having an issue with the report Check with Stub on Top and Bottom - Graphical I used a new, fresh original (multiple re-creation of Reports.DIC and reboots)
    The total for the stub on bottom prints under the heading for the Stub on Top for the following check.
    I have attached a print screen of the issue. I have modified everything I can think of and can't get past this.
    Page Footer, Page header, body, number of lines, etc.

    I hope someone out there has some ideas.
    Thanks.

    Update:
    The reports were printing correctly in the GP2016 Reports.dic, and since this was on GP2018 Reports.dic, I took a copy of the GP2016 Reports.dic and imported the "Check with Stub on Top and Bottom - Graphical" into the GP2018 and it's working correctly now.

    Just in case anyone else experiences this issue.

    ------------------------------
    Glenda Homan
    ERP Analyst III
    Dolese Bros. Co.
    OKlahoma City OK
    ------------------------------

    Attachment(s)

    docx
    Check Issue.docx   154K 1 version
    Academy - Online Interactive Learning from Experts


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