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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Assigning Word templat...
Microsoft Dynamics GP (Archived)

Assigning Word templates to Debtor Classes, question.

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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

  • Talon Meyer Profile Picture
    Talon Meyer 91 on at
    Assigning Word templates to Debtor Classes, question.
    Did you find a solution to the issue where GP wouldn't use the template assigned to the customer?
  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Assigning Word templates to Debtor Classes, question.

    Hi Frank,

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

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning Word templates to Debtor Classes, question.

    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?

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Assigning Word templates to Debtor Classes, question.

    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.

  • sueconrod Profile Picture
    sueconrod 335 on at
    RE: Assigning Word templates to Debtor Classes, question.

    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

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