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.
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:
Does that help you?
Thanks Steve... that's exactly what I needed!
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):
That should do it.
------------------------------Steve Erbach - Business Analyst & MS Dynamics Platform AdministratorWOW 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 CU15Blog: https://www.gpug.com/blogs/steve-erbachTwitter: @serbach
------------------------------Mary BartonControllerAmerican Share InsuranceDublin OHOriginal Message:Sent: 11-08-2016 03:55 PMFrom: Steve ErbachSubject: Report Writer Question
------------------------------Steve Erbach - Business Analyst & MS Dynamics Platform AdministratorWOW 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 CU15Blog: https://www.gpug.com/blogs/steve-erbachTwitter: @serbachOriginal Message:Sent: 11-08-2016 03:38 PMFrom: Mary BartonSubject: Report Writer Question
------------------------------Mary BartonControllerAmerican Share InsuranceDublin OH------------------------------
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 :-)
------------------------------Steve Erbach - Business Analyst & MS Dynamics Platform AdministratorWOW 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 CU15Blog: https://www.gpug.com/blogs/steve-erbachTwitter: @serbachOriginal Message:Sent: 11-09-2016 07:42 AMFrom: Mary BartonSubject: Report Writer Question
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.
"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.
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....
If you haven't done so, go to the Alternate Report Security and change the Check format to use the "modified form"
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.
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?
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.
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.
It is possible to use different check formats and this could be done in a few different ways:
There are pros and cons to each of these options but hopefully one of them will be workable or you.
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 ^^
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.
I hope this clarification helps.
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.
If you've found this thread useful, dive deeper into User Group community content by role