Printing an Invoice with the Correct Template

(0) Share

Report

Posted on by Community Member Microsoft Employee

HELP! I created a New Invoice Template from a Predefined Word Template in GP under Reports-Template Maintenance. I then modified it to our company's liking. I saved it on our network noting the location of the saved file. Next, I followed the directions to add the template to the list of assigned templates for the selected standard report. I then assigned the template to my company making it the default. I also made sure the Predefined Invoice Template was no longer assigned to our company. What next? I can't get my invoices to print on anything other than the Predefined Template.

*This post is locked for comments

All responses (8)

Answers (0)

Suggested answer

Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at

Like (0)

Report

RE: Printing an Invoice with the Correct Template

Jen,

Have a look at this blog post entry, which details step-by-step all the process of modifying the POP Blank Purchase order template in Word.

dynamicsgpinsights.com/.../creating-a-word-template-for-dynamics-gp

The exact same process applies for any Word Template in GP..

Read the comments too, as they provide some interesting hints.
Community Member Microsoft Employee on at

Like (0)

Report

RE: Printing an Invoice with the Correct Template

Thanks Leslie! I do have a modified SOP Blank Invoice Form listed in my reports window as shown above, but my modified report does not have a star beside it. Does that matter? I am new to GP and self-training. I am trying to figure this out, but it is very confusing. The ultimate goal is to add a company logo to our Invoice, remove some boxes on the invoice that do not pertain to our company (i.e. shipping method, B/O, Discount, etc.), add a standard message/comment at the bottom of the invoice, etc. Is this the way to accomplish that? Are there instructions posted somewhere that explain the steps in detail (maybe even with screenshots)? Thanks for your help!
Community Member Microsoft Employee on at

Like (0)

Report

RE: Printing an Invoice with the Correct Template

Beat - I think I did, but how do i check that?
Suggested answer

L Vail 65,271 on at

Like (1)

Report

RE: Printing an Invoice with the Correct Template

Jen,

Before you start working with a template, I always advise that you create a modified RW report first so that you have the modified report listed in the Reports Lookup window. Grant security to it with the Alternate/Modified Forms and Reports window. Your Reports Lookup window will then look something like this:

Here you would select the Modified report and create your new template from that selection. In your report template manager it would look like this:

Considering this, and the other suggestions, how does this line up with your situation?

Leslie
Suggested answer

Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at

Like (1)

Report

RE: Printing an Invoice with the Correct Template

Jen,

Aside of the security, did also re-imported you Word Template once it was modified and saved ? GP has to process any changes to Word templates by importing them into the system.. just asking to make you didn't forgot a step in the process.
AdamDCarey on at

Like (2)

Report

RE: Printing an Invoice with the Correct Template

Hi Jen.

The modified forms and reports window is under the menu option for Microsoft Dynamics GP, Tools > Setup > System. Select the ID being used by your GP log-in, (you can check this using User Security which is in the same area), then choose Dynamics GP as the product and Reports as the Type. Find your report type , (SOP Blank Invoice etc), and make sure the correct version is being ticked, (GP or GP Modified).

Also useful to make sure in Template Maintenance that you don't have both the original and modified version of the GP report set to Default in the list of templates for your company.

Adam.
Community Member Microsoft Employee on at

Like (0)

Report

RE: Printing an Invoice with the Correct Template

I created my template off of a Predefined Word Template (so an Original) using the Report Template Maintenance Screen. Where is the Modified Forms & Reports window? Can you send me a screen shot of what you are referring to?
L Vail 65,271 on at

Like (2)

Report

RE: Printing an Invoice with the Correct Template

Hi,

If you have modified the standard report in Report Writer, don't forget to grant security to the report in the Modified Forms & Reports window. Was your template built on an Original report or a Modified report?

Leslie