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GP 2015 Word Template from modified report

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Posted on by Richard Wheeler

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We made a minor change to the sales invoices so now there is a modified version of that form. I went into Template Maintenance and created a new template and assigned it to the companies. However, when I attempt to print an invoice as a template it prints a blank page tell me to refer to the word template documentation. Is there a way to build the template based on the modified invoice form or do I have to manually go into the template and add each field to the template?

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RE: GP 2015 Word Template from modified report

Creating a new template from the original

1. Reports >> Template Maintenance.

2. Select report

3. Click New and select From Existing Template.

4. Select the Template from the list that is to be the starting point for the new template.

5. Enter the New Template's Name and click Create.

Modifying the template

1. In the Available Templates list select the newly created template.

2. Click Modify to open Microsoft Word with the template loaded.

3. Make the changes as desired.

4. Select File >> Save As.

5. Check the Maintain compatibility with previous versions of Word.

6. Save the template to a known location

7. Close Word

8. Click the green plus sign to Add a template.

9. Locate the previously saved document and click Open.

10. Select "Yes" when asked if you wish to replace the existing template.

Assigning the template

1. In the Available Templates list select the now modified template.

2. Click Assign >> Company. Check the appropriate companies and Default it if required click Save.

3. Click Assign >> Customer or Vendor if not defaulted.

4. click Save.

You should see your change in word template.

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