Microsoft Dynamics GP 2018 R2: Web Client Letter Writing Assistant Option

We've now added the functionality of the Letter Writing Assistant for SmartList into Web Client, for Microsoft Dynamics GP 2018 R2.

For example, in SmartList, if you expand Purchasing, then expand Vendors and click on the * (default favorite) report, you'll see a 'Word' menu option which, when you click on it, you'll see an option for 'prepare a Vendor Letter' option.

Clicking on 'Prepare a Vendor Letter' will open the Letter Writing Assistant window, where you can choose a letter template such as Credit Request or others.

Choosing 'Credit Request' for example, and then clicking Next, you can then choose which vendors you want to receive the letter.

Clicking Next, you can add your name and title information to be added to the bottom of the letter before then clicking Finish and have the letter show in a Word document.

The Letter Writing Assistant functionality in Web Client is available for the same modules as in the rich client of Microsoft Dynamics GP 2018 R2, such as Sales: Customers, Purchasing: Vendors, Project Accounting: PA Projects, Payroll: Employees and more.

Now, Web Client users can use Letter Writing Assistant as well with this new functionality!!!