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Microsoft Dynamics GP (Archived)

Modified Word Template

Posted on by 3,954

I modified a Word template and set it as default but I'm not seeing my modified version when it's printed.  It was not a GP modified report.  I started with the Original report.  Why am I not seeing my changes?

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  • Heather Roggeveen Profile Picture
    Heather Roggeveen 9,142 on at
    RE: Modified Word Template

    Hi

    Just to add to this a bit on the "why" you experienced this.  The fields that you see under the developer tab are linked in from the Report Writer layout.  For a text change, you can just type in.  For anything else, you would probably need to use a modified version and add your updated xml.

    The Word templates and Report Writer do work hand in hand.

    Cheers

    Heather

  • RE: Modified Word Template

    Glad to hear this please verify if you are happy with the answer.

  • Suggested answer
    DebN Profile Picture
    DebN 3,954 on at
    RE: Modified Word Template

    Hi Babu,

    Awesome!  That did it!  Thank you so much!

  • Suggested answer
    RE: Modified Word Template

    Hi Deborah,

    Just  remove the field and directly type just like typing in word and save and try again.

  • DebN Profile Picture
    DebN 3,954 on at
    RE: Modified Word Template

    Hi Babu,

    On the RM Blank Document, all I changed was a text field.  I changed "Customer ID" to "Customer Number".

  • RE: Modified Word Template

    Hi Deborah,

    What type of modification you are making on word template.

  • DebN Profile Picture
    DebN 3,954 on at
    RE: Modified Word Template

    Hi Jeff,

    I do not have any other restrictions on the Word template.  This new template is the default and it's assigned to all customers.  I've added it and saved it many times.  I don't know what else I could be missing but I've tried doing this in three different GP installs and I still don't see the changes on my New template.

  • Suggested answer
    RE: Modified Word Template

    Hi Deborah,

    If you wanted to modified existing report you can do the same.  Please refer the following from BKD which explains in detail how to do this.

    community.dynamics.com/.../creating-a-word-template-for-dynamics-gp.aspx

  • Jeff451QL Profile Picture
    Jeff451QL 155 on at
    RE: Modified Word Template

    You do not need to start with a Modified GP Report.

    Do you have any other restrictions on the Word Template? It may be that a different template is assigned to a specific customer or company.

    You can try the Add button again. Select the Word Template that you saved to a file and add it over top of the existing template.

  • DebN Profile Picture
    DebN 3,954 on at
    RE: Modified Word Template

    Must the report be modified in Report Writer first before it can be modified in Word?  Is it because I modified an Original report in Word?

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