Exporting and Importing Word Letter ID’s

You can import Word Letter ID’s  from one company to another, or with other Dynamics GP systems. You import data the same way as loading the sample collection data.

The first option is by using a file Exported from another Collections Management window:

1. Sales pane —> Cards —> Collection Letters
2. Click export and save the file as CNWordLetters.csv to a location easy to remember.
3. Paste the CNWordLetters.csv into the receiving workstation GP\Data folder
4. Copy and paste the Word Document from the Letter Maintenance window if needed, otherwise it should be on a shared drive
5. Run the Collection Sample Data Setup for Word Letter ID’s

The other option is to manually edit or create a new file. Open Excel and save a new Comma Delimited (csv) file named CNWordLetters.csv. There are six columns to populate, five of which are required to populate. You cannot enter a header row. Once you finish the csv and save, upload the file by running the Collection Sample Data Setup for Word Letter ID’s .

1. Column A: Required
   • Letter ID- Make sure to enter it in capital letters and only use alpha numeric values.
2. Column B: Optional
   • Letter Description- This provides a better understanding of what the letter is.
3. Column C: Required
   • Invoices To Attach To Email- Must be a value 1-13
     •  1   = All Disputed Invoices
     •  2   = All Invoices
     •  3   = All Invoices & Credit Documents
     •  4   = All Invoices Not Disputed
     •  5   = All Invoices Not Overdue
     •  6   = All Promised Invoices
     •  7   = All Special Invoices
     •  8   = Overdue Disputed Invoices
     •  9   = Overdue Invoices
     •  10 = Overdue Invoices Not Disputed
     •  11 = Overdue Promised Invoices
     •  12 = Overdue Special Invoices
     •  13 = None
4. Column D: Optional
   • Default Action ID- Enter the Action ID exactly as it appears in Dynamics GP
5. Column E: Optional
   • Default Subject- Enter the default Subject line on the Email/Letter
6. Column F: Required
   • Letter Per Bill To Address
     •  0 = Uncheck box
     •  1 = Check box
7. Column G: Required
   • Microsoft Word Document- Enter the path to the Word Document being used as a template