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Microsoft Dynamics GP (Archived)

Invoice lost formatting

Posted on by 30

I'm new to Dynamics GP 2013 and am trying to troubleshoot and issue with template formatting. A user had made a change to a smartlist for a specific Customer. She went to Administration/Reports/Smartlist/ Sales folder/Customer Items, and selected the * icon. There were 2 Item numbers listed, Buffet Service Charge and Service Charge. She opened the Service Charge item Number and added the word "TIPS" to the Customer Item and Customer Item Description fields. She then created a new Item and titled it TIPS.  After the change was made, every time the invoice is printed, all formatting is gone. The invoice prints using a default font, no bold, no columns or cells. I had the user walk through the steps of how she made the change, and at no time did she select a template, or launch Word. I can't figure out how that change would effect the template formatting. Is it possible the Item wasn't set up correctly?

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  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Invoice lost formatting

    Hi,

    Like you, I cannot see how changing data on the Item Maintenance card would have anything to do with the Word template for invoicing. Since this seems to be a report related problem. Something else must be going on here. Do you have a backup from a time when the invoices were correct? The templates are actually stored in the SQL database. Arguably, you could copy data from a backup to your production company.

    I would check the usual suspects.

    1. Are they using the correct template when they print (and also are not printing the Standard report)

    2. Is that template assigned as the default for that company

    3. Is the Report Writer report OK

    4. If you recreate the Reports dictionary does it still happen (export your customizations first AND backup the existing Reports.dic)

    5. Is the XML data source attached to the template OK

    6. Is the report included appropriately in the Alternate/Modified Forms and Reports ID for that user

    7. Does this happen for every user

    8. Does it happen in every company

    9. Does it happen at every workstation

    10. Does it happen for the 'sa' user

    11. Does it happen for Fabrikam

    12. Does it happen from the SQL Server console

    13. Check security on the Template Configuration and Template Maintenance window - looking for unauthorized access here, people make mistakes

    I would be very interested in knowing what the problem was when you track it down. This sounds like a call I might get in the future.

    Kind regards,

    Leslie

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