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Flexible Solutions, Inc. – GP Reports Viewer

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REPLACING SOP AND POP REPORTS

The Dynamics GP Report Writer reports that print by default in the Sales Order Processing and Purchase Order Processing modules can be replaced with custom Crystal and SQL Server Reporting Services reports using GP Reports Viewer. This will allow your GP users to print Invoices, Returns, Orders, Quotes, Fulfillment Orders, Packing Slips, Picking Tickets and Purchase Orders the same way they currently do, but have those reports be replaced by your custom reports. You can also use GP Reports Viewer to replace reports emailed with Dynamics GP. GP Reports Viewer ships with sample reports that you can use as a template, or you can modify your existing reports to work with this feature.

SAMPLE REPORTS

The sample reports that ship GP Reports Viewer are listed below:

  • 1.

    SOP Unposted.rpt (Crystal) and SOP Unposted.rdl (SSRS) This report is used to print all unposted SOP document types: Invoices, Returns, Orders, Quotes, Fulfillment Orders, Packing Slips and Picking Tickets.

  • 2.

    SOP Posted.rpt (Crystal) and SOP Posted.rdl (SSRS) This report is used to print all posted SOP document types: Invoices, Returns, Orders and Quotes.

  • 3.

    POP Open.rpt (Crystal) and POP Open.rdl (SSRS) This report is used to print open Purchase Orders.

  • 4.

    POP Historical.rpt (Crystal) and POP Historical.rdl (SSRS) This report is used to print historical Purchase Orders.

Notes regarding the sample reports:

  • During GP Reports Viewer installation these reports will be placed inside the Dynamics GP installation directory in a folder called GP Reports Viewer Sample Reports.

  • The Crystal reports were created in Crystal Reports 2008 and 2011 and will open with Crystal Reports version 9 or later.

  • The SQL Server Reporting Services reports were created in Visual Studio 2005 and have been tested with SSRS 2005, SSRS 2008, SSRS 2008 R2,SSRS 2012 and SSRS 2014. These versions include additional parameters for server and database name replacement so that only one version of the reports will be needed no matter how many GP companies you have. It is recommended that you review the section on Modifying a SQL Reporting Services Report for Server and Database Replacement for more information on how these parameters work together with GP Reports Viewer.

  • In order to use the SQL Server Reporting Services versions of these reports with GP Reports Viewer, you must first upload them to your SSRS Report Manager. To share the Crystal reports on a network, they will need to be copied to a network share available to all Dynamics GP users.

The sample reports are intended to provide an example of how to create or modify existing Crystal and SSRS reports for use with the SOP and POP modules. Although they may be used as-is, they may not include all the same features and functionality that are present in the Dynamics GP Report Writer SOP and POP reports.

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