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Microsoft Dynamics GP (Archived)

word template prints blank although fields appear on the template

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Posted on by 2

I am trying to send orders by email. everything seems to be set up correctly except that the only fields that print on the order template are the item number, the cost per item, and the total cost, the subtotal and the total. all other fields are blank even though they appear on the template in word.  we just upgrated to gp 2015 and office 2013.  templates seemed to print fine in gp 2010 and office 2003.  is there a setting that i missed?


thanks

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  • L Vail Profile Picture
    65,271 on at

    Hi,

    If I'm reading this correctly, the situation is that when you print the Order to paper using the template it prints perfectly, but when you try to e-mail the Order it prints many blank fields. Is that right?

    Kind regards,

    Leslie

  • pinewood Profile Picture
    2 on at

    Hi,  thanks for writing. i have read many of your great posts.  

    When trying to use templates to use the email feature i'm finding that when i print or email the template most fields are blank but when i look at the template in word (when i modify the template) the fields are present.  i'm confused as to why there are fields present on the template that don't populate from customer record information.

    now i am being told that even though fields are present on the template, i have to eliminate them and add fields from an xml file that i create from the standard form.  this seems crazy as you would think the field names are the field names and should populate with the information such as company name, address, customer name, address, etc etc.

    even when i place our logo on the template i can see it in word when i modify the template but it doesn't show up when i create the order to either print or email.

    very frustrating. not sure why everything about this program, especially the report writer and the templates, has to be so complicated. also there doesn't seem to be any easy to use documentation easily available.

    thanks for your time.

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

    Hi,

    Something else is going on here. It doesn't sound right to me either. For instance, if I want to modify the SOP Blank Invoice format, I'd open it in report writer and add whatever fields and calculated fields I needed. I would print that report to an .xml file. I would then open up the appropriate Word template and hit the Modify button. The document would open in Word. I'd select the Developer tab, remove the existing .xml data source and then add the new data source. The new data source is the .xml file I just created when printing the modified standard report. I would drag any new fields out onto the layout and make any other tweaks I needed. I have never had to delete all of the fields and add them back again. I'm with you, this sounds crazy. The only fields you should have to deal with are new fields you added to the report that didn't exist on the standard layout.

    Kind regards,

    Leslie

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