Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics GP (Archived)

Copy template for SOP Invoice into SOP History Invoice

Posted on by 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.

*This post is locked for comments

  • DominicBeland Profile Picture
    DominicBeland 330 on at
    RE: Copy template for SOP Invoice into SOP History Invoice

    Here is a documented method

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

  • Thomas Bowman Profile Picture
    Thomas Bowman 5 on at
    RE: Copy template for SOP Invoice into SOP History Invoice

    James,

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

    Thanks!

    Tom

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Copy template for SOP Invoice into SOP History Invoice

    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Re: Re: Re: Copy template for SOP Invoice into SOP History Invoice

    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,

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    Re: Re: Re: Re: Copy template for SOP Invoice into SOP History Invoice

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

  • Jaymi Stephens Profile Picture
    Jaymi Stephens 470 on at
    Re: Re: Re: Copy template for SOP Invoice into SOP History Invoice

    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!

  • Jaymi Stephens Profile Picture
    Jaymi Stephens 470 on at
    Re: Re: Copy template for SOP Invoice into SOP History Invoice

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

     

    Thanks for the quick response.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Copy template for SOP Invoice into SOP History Invoice

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

    Best regards,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans