Emailing Word Template Not Using Modified Version

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Posted on by Community Member

Hello,

I have modified the SOP blank options invoice form to create a custom Word Template. Everything works fine when I print the invoice and the customer word template is printed. However, when I try to email it, the standard unmodified word template is being used. Is there a setting I am missing to specify emails should use the modified report?

Any support is appreciated.

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Community Member on at

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RE: Emailing Word Template Not Using Modified Version

Hi,

Yes, the modified Word form is assigned correctly and enabled. It seems in screens where you can specify the document, e.g. to select the type as the 'Blank Paper', which is the document we modified, then it works. However, when we do things like attach an invoice via document attachment, where there is no option to select the type then it uses the original standard report writer report.

Once the Word template is setup and assigned, is GP not supposed to use it throughout the system? Meaning, once we setup the invoice to use the modified Word template, should GP not use that modified version when printing invoices, emailing invoices, attaching invoices throughout the system?

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Mike Smith 6,840 on at

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RE: Emailing Word Template Not Using Modified Version

Hi Rukia,

From Reports > Template Maintenance, have you imported the modified Word form back into GP and assigned it as the default in your respective company?

If this is set to the previous revision, the new changes will not show up.

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Community Member on at

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RE: Emailing Word Template Not Using Modified Version

Hi Leslie,

We are using GP 2015 R2. I created a new word template based on my modified version of the SOP Blank Options Invoice. I then modified the word template to add company logo and other custom items.

I am using GP's email feature: Microsoft Dynamics GP >> Tools >> Setup >> Company >> E-mail settings. I have selected the Sales Invoice and have set up a Message ID. It looks like if I use the Email button, for example from the Sales Transaction Entry screen, then it pulls the default non-modified invoice. But if I click on the Print button and select the email document option there, it selects the correct modified report.

What is the difference between the two methods?

Thanks.

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L Vail 65,271 on at

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RE: Emailing Word Template Not Using Modified Version

Hi,

How are you trying to e-mail them? Are you using the built-in e-mail functionality of GP? Do you have your modified template assigned as the default for that company? Does e-mailing any modified template work? When you say 'custom' word template, did you modify an existing word template or create one from scratch? Though I can't find it now, it seems like I remember a problem with e-mailing templates, but it also seems like a service pack fixed it. Are you using Microsoft Dynamics GP 2015?

Kind regards,

Leslie

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