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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Template will none cha...
Finance | Project Operations, Human Resources, ...
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Template will none change base on assigned Customer/Class for the A/R Credit Memo

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Posted on by chipreed 45

We want to have a different template for a/r credit memos based on the customer.  We have 2 templates and have them assigned to the different set of customers.

The system will not switch between the associated templates.

I have this working in my test environment but will not work in the live environment.

Suggestions?

CReed 

Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Max854 Profile Picture
    Max854 25 on at

    I'm especially stayed aware of the article and I will get many benefits from it. Subsequently, thank you for sharing it.

    myEHtrip Employee Login

  • Cheryl Waswick Profile Picture
    Cheryl Waswick Microsoft Employee on at

    Hello CReed,

    What 'template' are you referring to?  Can you give an example?  Are you talking about a window, or an email for customers, etc?    There is not enough information provided in this case to be able to advise.

    Thanks,

    Cheryl W

    Microsoft Dynamics GP Support.

  • Talon Meyer Profile Picture
    Talon Meyer 91 on at
    Did you find a solution to the issue where GP wouldn't use the template assigned to the customer?

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