We have made extensive changes to the SOP Blank Invoice Form in RW and now they want to do mass emailing of invoices. This requires the use of Word Templates. I am hoping there is a way I can use the exiting RW report to generate a fresh Word template and then we will use that Word Template. Is this possible or do I need to go into the Word Template and make the modifiications all over again?
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JulieK,
I had problems a while back with missing .dll files in my Addin Directory, see post
http://www.timwappat.info/post/2013/11/08/Fix-Dynamics-GP-2010-modify-word-template-File-Not-Found
that caused issues trying to add templates, my guess being that it was using the managed storage dll.
Might be worth checking out the client install is in good condition.
Tim.
Did you ever run into the error message "The template you selected cannot be added to this report" when you were trying to re-import the modified word doc (using the green plus sign?
I have tried to do this so many different ways (including starting from scratch and dragging the fields from the XML source onto the word doc). After so much work, it won't let me import it back in.
Does anybody know what causes this error?
Hi Richard,
Your Developer tab should have the following. If not, you need to install the add-on.
Once that is good, open GP, run the Report Writer report one time, and output it as xml. Save that file in the folder where you are putting you template. Once you done this, you need to load it into the template add-on with that "Add Source" button next to the "Field List." Point to the new xml file, and it will update the resource pull-down on the left with you source file. This will add the new fields you put into the modified report. Then, drag and drop them in.
If you do not remove the original source first, you will have two sets of the same data with one having the extra fields. You can remove the source, but I don't know if you will lose the link from the xml and your template forcing you to add all the fields to the template all over again. You probably don't want to do that. Save a copy of your existing template in case you break it.
It is a bit of a process as everything is contained within its own table cell. That's why I like to make sure the borders are displayed as it makes working with the tables, cells, and fields much easier. There is no easy relocating fields like in Report Writer.
I always wondered for what that add-in was. Now I know. Now if only I knew how to move fields around in the SOP Blank Invoice Form Template i would be making progress. These templates are a completing different animal. I should just hire someone to make the changes.
Hi Richard,
While I'm not 100% sure on this, I'm suspecting that the Microsoft Dynamics GP Add-In For Dynamics GP needs to be installed. This will be on the GP install media and is an option about 1/2 way down the list of available items (this is before you get to the individual module selection window).
I found how to get the Developer tab to appear but then where is the Field List? I do not see anything resembling the Dynamics banner.
What makes the Developer tab appear? I know I saw it last night but today when I try to modify the template in Word all the other tabs are there except the Developer tab.
Once the form is open in Word, you can go to the Developer tab and select Field List (it will be the familiar Dynamics banner). From the XML Resource list, select the resource (there should only be one for whatever document you're working on). From the appropriate Report Section, you can add the fields to the report.
To aid in this, I usually highlight the area I want to work in and display the borders on the table. This make seeing what I'm working in much easier. You may have to add additional table cells as well for the field.
If the field is not available in the XML Resource, there are some workarounds. If this happens, you will need to make sure the desired field is on displayed on the Report Writer report, print the current Report Writer report to XML and then in Word, under the Developer tab, use the Add Source button to select the XML file generated.
We are getting closer with everyone's help. Now, one other thing I had done in R/W was to add the customer PO number to the invoice. In this case the customer PO is on the customer card sitting in User Defined 2 not the PO number on the sales invoice. How do you fields to a modified Word template?
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