It is not as painful as I thought. Open the Template tool, create a NEW version of a Default as you can not edit the default - I get that.
Made my copy - click on Modify - open Word - figure out what you don't know about Word and templates and make the changes to the layout.
So far so good. In fact 10 minutes after starting I thought I am done. How very 'not painful'
Well that was until I tried to get Dynamics to use the new template.
Ok, sorry I think I did the correct assignment of the Modified Template to the company specific database. I mean, click on Assign, click on the report, click on the database. Either it is the Original / Default or it is the modified one.
All the click and check boxes appear to point to the modified template.
Now to the Payables Check Remittance printing. This is where I am expecting to see the new modified version of the template - but nope, I have the old one.
So, I figure, hay, like RW maybe a restart of GP will do it - nope I still get the old one.
That was 2 hours ago. Now, such a simple processes is out of control.
What am I missing - I am sure it is something really simple - click "THAT ONE" is going to be the answer. So, how fast will this one get snapped up? 5 min - 10 min - less.
Let me thank you in advance for your assistance.
