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Finance | Project Operations, Human Resources, ...
Answered

Vendor Remittance Template modification

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ReportReport
Posted on by 193

I have created a modified Vendor Remittance Template from a Report Writer report created as XML and the run through the Template Generator.  I now need to make more changes to the template which don't include adding new fields.  I only need to move/change names/delete the fields on the new Modified Template. 

  1. I have tried using Modified from the Template Maintenance Window and made changes.  When I run the the remittance process I get the form without the changes. 
  2. I have navigated to where the modified from is saved as a word doc and made the changes there but when I run the remittance process I still get the form without the changes.

Do I need to go through the Report Writer to XML to Template Generator to move fields around.   I don't think so from everything i have read. Please let me know what I am missing. 

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  • Verified answer
    Cheryl Waswick Profile Picture
    on at

    Hello,

    In the Report template maintenance window, you have to select the template, and click the Green PLUS sign and bring in your Word Doc again with the changes, and assign it to the company.  

    Several Microsoft Partners have great videos available out on the internet on how to modify word templates.

    I hope that helps.

    Cheryl W

    Microsoft Dynamics GP Support

  • Suggested answer
    Microsoft Dynamics GP forum Profile Picture
    193 on at

    Thank you Cheryl, there are many videos and I have reviewed many.  There are so many moving parts on the Template process missing a small part can make a huge difference.   Thank you your answer was what I needed.

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