Assigning Word templates to Debtor Classes, question.

(0) Share

Report

Posted on by AdamDCarey

I have a requirement to use 2 different Invoice word templates in the same GP company but have encountered a query when re-printing the invoices.

I have the relevant modified GP reports from Report Writer, (SOP Blank Invoice and SOP Historical Blank Invoice), and have created 2 word templates for each report, (different branding etc). The templates are then assigned to the same Company, (one set to default as required from the help file), then I have assigned a Debtor class to each template. So far so good.

When entering the SOP transactions and printing from the batch window, the relevant word template prints as per each Debtor's Class ID. However, once the batch is posted and I want to re-print a document it only ever uses the default template.

The client wants to email the invoices out so it has to be the Blank SOP report for any word template.

Is this a bug or have I missed something in the set-up here?

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (0)

Sort by

sueconrod 337 on at

Like (0)

Report
Copy link

Link copied!

See the following Article: about not being able to e-mail the SOP "Historical" Blank Invoice: This is from Andy Sather

community.dynamics.com/.../sop-blank-history-word-template-does-not-email.aspx

Hope this helps

Was this reply helpful? Yes No
Frank Hamelly | MVP... 46,631 Moderator on at

Like (0)

Report
Copy link

Link copied!

Reprints use a different Report Writer report, and hence, a different Word template. You would need to modify the History report templates for reprints and assign them in Alt/Modified Forms and Reports.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Adam,

Did you figured out the solution to the problem?

I am facing the same situation where I can not even assign the SOP Blank History to a different class. How did you resolve your issue?

Was this reply helpful? Yes No
L Vail 65,271 on at

Like (0)

Report
Copy link

Link copied!

Hi Frank,

He said he modified the history one too. It's never easy :)

Leslie

Was this reply helpful? Yes No
Talon Meyer 91 on at

Like (0)

Report
Copy link

Link copied!

Did you find a solution to the issue where GP wouldn't use the template assigned to the customer?

Was this reply helpful? Yes No