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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Copy template for SOP ...
Microsoft Dynamics GP (Archived)

Copy template for SOP Invoice into SOP History Invoice

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Posted on by Jaymi Stephens 470

Is there a way to copy the SOP Blank Invoice template that I modified into SOP Blank History Invoice? I heavily modified this report. I know you can export a package and rename in Word and re-import to a new report, but the tables are not the same.

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  • Community Member Profile Picture
    Community Member on at

    Unfortunately not. You will have to modify the SOP Blank History report seperately.

    Best regards,

  • Jaymi Stephens Profile Picture
    Jaymi Stephens 470 on at

    That's what i assumed, but doesn't hurt to ask!

     

    Thanks for the quick response.

  • Jaymi Stephens Profile Picture
    Jaymi Stephens 470 on at

    Actually I got this to work... I exported the Blank Invoice file and edited the package files with Notepad. I replaced all the Work tables with History tables and it's working great. Still testing but have run into no problems. Saved me lots of time!

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Good job Jaymi.  That's exactly what I was going to suggest.

  • Community Member Profile Picture
    Community Member on at

    Wow!...Nice one. Its not a proces I'm familiar with. Jaymi / Frank can you explain how its done?

    If I had thought of this last week it could have saved me a whole bunch of time!

    Regards,

  • Community Member Profile Picture
    Community Member on at

    Hi

    I got this to work by doing the following:-

    1. Modified the GP SOP Blank Invoice History Form & created an xml file output for this report.

    2. Copied & re-named one of the Word Template forms linked to the SOP Blank Invoice Form report & deleted any report fields (other than text) and the xml data source.

    3. Added a new xml data source using the xml output created from the GP SOP Blank Invoice History Form, then  added the report fields back to the Template report.

    4. Assigned the new template report to the GP SOP Blank Invoice History Form (Modified) in Template Maintenance.

    When i print the template history invoice form i noticed that the file name is still 'SOP Blank Invoice Report' & not 'SOP Blank Invoice History Report' as i would have expected, other than this the content is ok & the report e-mails ok as well.

    Regards,

    James

  • Thomas Bowman Profile Picture
    Thomas Bowman 5 on at

    James,

    You are a genius. This just saved me a day of work!

    Thanks!

    Tom

  • DominicBeland Profile Picture
    DominicBeland 332 on at

    Here is a documented method

    blogs.msdn.com/.../copying-report-formats-between-reports-and-a-warning-about-word-templates.aspx

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