Template will none change base on assigned Customer/Class for the A/R Credit Memo

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Posted on by chipreed

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

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Microsoft Dynamics GP

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Max854 25 on at

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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

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Cheryl Waswick on at

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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.

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Talon Meyer 91 on at

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Did you find a solution to the issue where GP wouldn't use the template assigned to the customer?

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