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  • 1.  Word Template - GP

    TOP CONTRIBUTOR
    Posted Oct 18, 2021 04:08 PM
    Hi there,

    I am trying to assign word template to Sales transaction but it keeps printing Report writer report. Not sure what could be the issue.

    I checked all setups under Template configuration and Template maintenance and seems setup okay. Not sure where exactly we have this issue?

    Please advise!

    Thanks!

    ------------------------------
    Sunaina Sharma, Business Application Analyst(Admin)
    Oakville Enterprise Corporation
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Word Template - GP

    GPUG ALL STAR
    Posted Oct 21, 2021 08:24 PM
    Sunaina,
    Are you using modified GP reports for those Sales Transactions ? which report are you trying to print in Word Template format ?
    You may want to make sure your users are properly set for Alternate Forms & Reports if using custom reports..
    Also check those blog posts:
    https://www.azurecurve.co.uk/2011/12/problem-with-sop-word-templates/
    https://www.azurecurve.co.uk/2013/12/sop-blank-invoice-form-word-template-not-working/
    https://community.dynamics.com/gp/f/microsoft-dynamics-gp-forum/74376/how-do-i-get-gp-to-use-word-templates


    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Word Template - GP

    TOP CONTRIBUTOR
    Posted Oct 25, 2021 02:07 PM
    Hi Beat,

    Sorry for delays in reply,
    Yes i am using modified GP reports for sales transaction. Report is called SOP blank invoice form.
    But when i tried to print by selecting template it keeps printing report writer report vs word template.

    I check the security and all set to print modified version of word template.

    Do you know what could be the issue?

    Thanks!
    Sunaina

    ------------------------------
    Sunaina Sharma, Business Application Analyst(Admin)
    Oakville Enterprise Corporation
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Word Template - GP

    GPUG ALL STAR
    Posted Oct 25, 2021 02:42 PM
    Sunaina,
    Without going thru the steps of the XML file generation from the GP report, did you go thru the 1st (essential) steps of defining the security and selecting the GP reports to replace by Word Templates (by default) in the "Template Configuration Manager" ?
    this is important, otherwise when you call up your report to print, the output will select the "Default" GP report instead of "Template", thus running the GP built-in reports (even modified) and not the Word Template.
    You need to make sure also that your Alternate Forms & Reports security is set correctly.
    All the steps are described in detail here : https://www.bkd.com/article/2013/07/creating-word-template-dynamics-gp

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------

    Academy - Online Interactive Learning from Experts


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