Trying to point a new company in GP to use a custom template of the cheque

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We are still using GP 2010 (any day we will be on 2016 R2) but I still have to make some changes in our old GP. I have created new company and I would like to use the same format for the cheques as my other ones. I'm having hard time finding where do I set the format of the cheque that should be used. I'm experienced with other Word based templates and Template Maintenance, etc. but I think that is not the way to use specific template for cheques. Can anyone point me to the right place to get this setup?

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twelvestrikes 3,657 on at

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RE: Trying to point a new company in GP to use a custom template of the cheque

Hi PMZ

Two settings you need to make. First of all tools > Settings > Purchasing > Payables

There is a default setting called Cheque format: Select the cheque format that is the same as your current company uses.

Next, security settings. Since your modified cheque spec is already in use, that means that it is assigned to an Alternate/modified forms and reports id.

Open user security, (tools > setup > system > user security) Select an existing user that can print cheques in your current production company. Note the Alternate modified forms and reports id at the bottom of the window.

Next Select the user that you want to be able to print cheques in the new company, make sure that they are assigned a role that allows them to print cheques. Next use the lookup and select the alternate/modified forms and reports id that the other cheque printing user had, and then save. Your user should log out and then log back in again to receive the new rights.

The user should now be able to print cheques. If for some reason you need to have a different alternate/modified forms and reports for the new company then you will need to assign the modified cheque to the new alternate id. Use the alternate/modified forms and reports window. Select the id and then the following:

Product: Microsoft Dynamics GP

Type: Reports

Series: Purchasing

Expand the Purchasing folder and then look for the format that for the cheque you use. Expand that and select the modified option. Save and give your user access.

There is one other possibility if the above doesn't work. Based on your spelling of the word cheque, you are in Canada (or the UK) and may have ML (multilingual cheques) installed. If the above doesn't work let me know and I will provide you further instructions.

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