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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Word Templates - issue...
Microsoft Dynamics GP (Archived)

Word Templates - issues with modifying SOP Blank Invoice

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Posted on by Accounting Department 1,552

I modified the SOP Blank Invoice in Report Writer, and exported as XML and was able to add it as a data source to the Word Template.

I made my changes and saved the template, with compatibility marked, and brought it into GP.

I am confused with the differences now between Original and Modified. Nothing I try will keep my changes.  I always have to go back to an old version and start over with my changes to make one more change.

IF I just start with a new template I have to start all over again in Original. IF I try to modify a template from Modified, I don't see any Fields to add to my template. IF I try to start a new template from Modified, i get a one liner message to consult documentation.

I have found articles with step by step and that got me started, but I am going in circles now.  Can someone please help me understand how to do this and the diff between Original and Modified?

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  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: Word Templates - issues with modifying SOP Blank Invoice

    Hi Barb,

    did you followed the (fairly complete) instructions posted here :

    dynamicsgpinsights.com/.../creating-a-word-template-for-dynamics-gp

    and here :

    community.dynamics.com/.../modify-existing-word-template-in-dynamics-gp

    If you're still confused, please post back about the steps you've taken so far in more details.

    Thanks

  • Accounting Department Profile Picture
    Accounting Department 1,552 on at
    RE: Word Templates - issues with modifying SOP Blank Invoice

    Yes, I followed both of those and a couple others, and they were all very helpful getting me started.

    I tried again > modify > make changes in Word > Save > "+" to import but got the same error "The template you selected cannot be added to the report".  

    For some reason it finally worked when I re-added the data source to the template. Now in the dropdown I see 3 data sources, all with the same name, but I know the first one is the latest one that was added. I selected the same xml file as before (nothing changed).  Weird.  We'll see how long it works :)

    Next question.... this is all on my local GP. This needs to be deployed to the Citrix image, or some shared location that Citrix users can access it.  Are there steps somewhere as to how to do this?

  • Accounting Department Profile Picture
    Accounting Department 1,552 on at
    RE: Word Templates - issues with modifying SOP Blank Invoice

    Got it!

    Now for the citrix part.... no easy way to config email eh?

  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: Word Templates - issues with modifying SOP Blank Invoice

    Barb,

    glad you mastered the Word Template finally..

    The difficult part of the citrix deployement is the choice of the Mail client.. if you're running Office and Outlook is deployed on the Citrix server, and if every user has already a default profile configured on it (which means has at least opened Outlook once), you're better off to use the MAPI configuration in the e-mail setup in GP..

    If Outlook is not deployed, than you'll have no other (easy) option than go with SMTP, which means, users have to authenticate themself for every GP session towards the Exchange server when they want to send an e-mail the first time.. GP stores the credentials only for the current session..

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