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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Has anyone using Word ...
Microsoft Dynamics GP (Archived)

Has anyone using Word Templates for SOP in GP had any issues bringing fields onto the report?

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Posted on by Community Member

I have successfully modified a SOP Blank Order report form using the Word Template provided with the system and modifying the layout. I have used the same process to now go ahead and modify the Blank Invoice Report form and to start with the report supplied with the system is totally corrupted showing one thing on the screen and printing a totally different field when it is used. Some fields remain blank, and, for example, the QTY ordered is printing Item Number! I have been deleting and re-instating the fields and have had some success but I have been unable to get some of the fields to work still. Is this common across GP or is there something simply wrong in my templates?

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  • Dale Coulthard Profile Picture
    Dale Coulthard 3,055 on at

    We are using the template for the SOP blank invoice.  I did not have the issues you are experiencing when I designed our template.

  • Dan Liebl Profile Picture
    Dan Liebl 7,320 on at

    Did you modify in RW first?   You need to modify it there first, then create the xml file (print to file from GP), then import that xml file into Word (from the developer tab).  Then you have to remodify the Word doc but you have the fields you added available.   It is not an exact science but it works.   If minimal changes are made, it works OK.  If many, it is a pain.  

    Dan Liebl, CMA CPIM | Senior Consultant | OTT,Inc | DLiebl@OTT-inc.com

  • Community Member Profile Picture
    Community Member on at

    You certainly should not be getting the issues you talk about. Not with the standard 'templified' reports.

    I would delete the problem reports from the word template set up window and start from scratch. The templates are stored in SQL, so its not impossible that this particular template is corrupted oin some way.

    Ian.

  • Chris Isbell Profile Picture
    Chris Isbell on at

    I have had lots of goof issues like that when modifying the Word Templates.  They seem to be quite finicky in regards to what is placed where.

    First things first, if you are going to need any custom fields, modify the report in GP report writer.  The templates depend upon that report.  Add any calculated fields or fields not already there to the report.  Literally put them on the report to display, don't just make them.

    Then, make a new word template using the modified (or original if you have never modified it) report as its base.

    Open that template in word, and add the fields you need, doing so very carefully.  I find it helpful to show all the gridlines for a table that I am modifiying, and then hide them again when I am done.

    Then save the template, and then update it in the GP template config, and test.

    Starting from scratch helps.  Often I delete my existing template, and then make a new copy of the default and test it out.  Then I modify it, carefully, save it and test it.  I also find making small changes and saving and updating works well.

  • Community Member Profile Picture
    Community Member on at

    I have no problems with Report Writer, in fact I find it works very well, but I have started making a new Template from scratch now and I'm still having some trouble with fields showing. The Header and Footer sections of my Template seem fine, the "unit price", "UofM" , and Extended price for each line show up, the line comments show up, but no item number or description, or qtys ordered/shipped/backordered are showing up...seems odd. I even tried adding a new source from an XML document printed from the actual Invoice report. Do I need to do something with bookmarks or something?

  • Community Member Profile Picture
    Community Member on at

    Has anyone had any success with templates for SOP Blank Picking Ticket Order Entered, and the SOP Packing Slips?

    I ran these through the Template Enabler that ships with GP2010 R2. I can see them in Template Maintenance etc and can assign them to the company. I can open them in word to modify the layout...but when I print, it only ever prints the standard report - ie when you get to the print dialogue winodw, the standard option is pre slected - changing it to template, it still prints the standard version. I just can't get it to print the template full stop.

    I've modified the sop blank invoice and returns documents no problem. I did read that Templates may have issues with some reports that use temporary tables - but there is no list of these.

    Has anyone successfully 'templified' the SOP Blank Picking Tocket Order Entered report?

    Ian.

  • Suggested answer
    Dale Coulthard Profile Picture
    Dale Coulthard 3,055 on at

    Ian,

    We are on SP1, so I do not have the ability to use the template generator, but we are using the packing slip template.  We do not use the picking ticket, so I cannot comment on that one.

    I hope what you are experiencing is not an issue with SP2 since packing slips are critical to our business and we are scheduled to upgrade in one month to SP2.

    There is a separate forum post where they cannot get the reports to import back into GP when she uses the generator (community.dynamics.com/.../63595.aspx), so I wonder if the template generator is the problem.

    Best regards,

    Dale

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