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Microsoft Dynamics GP (Archived)

Assign templates to Customers for the SOP Blank History Invoice form

Posted on by 785

I've had success creating Word templates for the SOP Blank Invoice form and assigning one template as the default and then other templates to specific Customer IDs. However with the SOP Blank HISTORY Invoice Form, the default template prints instead of the template assign to the specific customer. Has anyone experienced the same issue and does anyone know if this issue has been reported to Microsoft?  

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  • Suggested answer
    DominicBeland Profile Picture
    DominicBeland 330 on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    The e-mail and Word Template functionalities weren't working properly.  But the change in the section mentionned in Andy's article solved the issue.

    community.dynamics.com/.../sop-blank-history-word-template-does-not-email

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    Hi Dominic,

    Can you provide further details in regards with the customer assignation.

    Is it working for email functionality or for word template functionality.

    As I far as I know this was reported as a bug, is it working on your side? What GP version are you using?

  • Suggested answer
    DominicBeland Profile Picture
    DominicBeland 330 on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    Hey Andy.. I tried your fix and it worked.  SOP Blank History Invoice Form takes into account Customer assignation now!!

    community.dynamics.com/.../sop-blank-history-word-template-does-not-email

  • Bob Callanan Profile Picture
    Bob Callanan 785 on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    I don't believe that I was able to. Couldn't find the Microsoft site to do that.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    Hi Bob,

    Did you load a product suggestion to fix this feature? 

    Regards

    Patrick Kalemba

  • Andy Sather Profile Picture
    Andy Sather on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    Hello Bob - Sorry for the late reply.  I was out of the office for a few days.  Is this assigned to a Customer or Customer Class.  Looking at the bug it seems to only repro if that was the case. If you are assigning this Template as default and you are still running into issues I would recommend opening a support incident.

  • Bob Callanan Profile Picture
    Bob Callanan 785 on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    Andy - I have 2 clients (different version of GP) with this exact issue. Where can I go to make sure this problem gets the attention of Microsoft?

  • Bob Callanan Profile Picture
    Bob Callanan 785 on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    Andy - so where can I read the details behind this bug?

  • Andy Sather Profile Picture
    Andy Sather on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    Correct.  Since there were not a lot of customers reporting the issue they gave it a lower priority for a fix.  They give these priorities to fix mission critical issues first.

  • Bob Callanan Profile Picture
    Bob Callanan 785 on at
    RE: Assign templates to Customers for the SOP Blank History Invoice form

    Andy - thanks for that info - where can I read more about bug 69668? I've searched through Microsoft Connect and found nothing.  Does this also mean it is still not working in later releases of GP?

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