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Microsoft Dynamics GP (Archived)

Learning Word Templates

Posted on by 22,647

I know Word Templates have been around for some time - but as they say, it takes time to teach an "old dog" to use new tricks - or something like that, anyway . . .

Situation

I am trying to make a new template for the PM Historical Aged Trial Balance as the client really does not like (1) the font (2) the size of the printing (3) the spacing (4) I am not sure but I am sure there are more reasons

So we decided to do the changes in Word - more flexibility to make the changes and to get into the 21st Century as my kids would say.

What we have so far is a Template created from the PM Historical Aged Trial Balance via XML - that was fun, but once learned, pretty easy.

Now we are in Word looking at a TEMPLATE that appears to have no Page Header, No Report Header or Footer, No UNDERLINES or any of the formatting that we have in the Report Writer version.

Question


1. Did we do something wrong when creating the XML file that caused the file to be created with our Report Header / Footer

2. If I did not do anything wrong, am I correct to assume that I have now to recreate the Header / Footer as needed to make the report look good?

3. In looking at the printed version of the 'current template' I note that the fields appear to be wrong size - as example - the date field for the Doc Date appears correct, however it is wrapping the text - so I don't get the 06/13/2015 all on one line - it drops the 15 to the line below.  It is doing this for all dates in the body of the report.  Where the Aging Date, System Date and others are located ( would be header ) they all appear correct.  So the simple question is how to make the field display BIGGER. Do I have to make that change in the Report Writer Version first before export? 

*This post is locked for comments

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Learning Word Templates

    Hi Bill,

    I remember a few years back our partner saying that Microsoft did not recommend the "conversion/generation" tool for the customers as it was apparently a little tricky to use...

    Maybe this is no longer the case.. but have you looked in some of the blog posts here :

    community.dynamics.com/.../how-to-use-the-microsoft-dynamics-gp-word-template-generator

    www.erpsoftwareblog.com/.../gp-reporting-tip-turn-gp-report-word-template

    blogs.msdn.microsoft.com/.../feature-of-the-day-word-template-generator

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Learning Word Templates

    Yes that is how I got from the PM Historical Aged Trial Balance which has no template to having a template.

    All in all a satisfying experience - the tool - once I read the docs worked as reported.

    However, there are no page / report Headers or Footers.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Learning Word Templates

    Hi Bill,

    Did you use the nifty Word Template Generator tool to get started on your report?

    Kind regards,

    Leslie

  • igalindo Profile Picture
    igalindo 55 on at
    RE: Learning Word Templates

    Hi Bill.

    you can create the template based on the modified report or original report from Dynamics GP. In the template maintenance you can select Modified the original or modified report and the option create a new template of Word. Maybe you are ussing an tool for create templates, but the process is more eassy if you use the template maintenance.

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