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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP 2013 and Modified W...
Microsoft Dynamics GP (Archived)

GP 2013 and Modified Word Templates

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Posted on by Richard Wheeler 75,848 Moderator

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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  • L Vail Profile Picture
    L Vail 65,271 on at

    Hi Richard,

    If you mean layout modifications, then yes, I believe you need to redo the layout in Word. If you mean field and formula modifications, then no, you just need to generate an xml file from the standard RW report and then attach it to the Word template.  You'll still need to drag the fields out to place them on the Report though.

    So, I guess, bottom line is, you have to do the modifications over again for it to be 'Word' pretty.

    Kind regards,

    Leslie

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    Ouch, I was hoping that was not the case. We had spend many hours laying out all the lines and fonts and got it just right. I was hoping we could just have GP generate a new Word Template based on the modified version of the report but alas it only allows you to generate a template based on the original.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    OK, what is the trick to saving the changes you make to the template? I had just clicked the Modify button, it pulled up the template in Word, I made all my changes again and saved the changes in Word. When I clicked on Modify again all the changes I had made were gone and it reverted to the original document.

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at

    If the Word Template is just saved, it will be written to the AppData/Local/Temp directory, it doesn't write back to an underlying file in GP. I usually prefer to save these to a slightly more user friendly directory or to the share folder for other GP items. Once you know where the saved file is, you will need to go back into Template Maintenance > click the green "+" sign (Add Template) and browse out to the modified Word document. Make sure to go into Assign and assign the template to the appropriate company and default as needed.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    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?

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at

    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.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    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.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    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.

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at

    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).

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    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.

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