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EFT PDF Remittance

  • 1.  EFT PDF Remittance

    Posted 15 days ago

    Hello! I'd really like to say how grateful I am for this forum.

    I was presented an interesting question by the Business Dept about the PDF remittance the end user receives via email. It's a one page document and towards the bottom of the page our GL Codes are included. Is there any way to leave that out and not include that info?

     

    Thank you,

    Eddie Madera

    Academy - Online Interactive Learning from Experts


  • 2.  RE: EFT PDF Remittance

    GPUG ALL STAR
    Posted 15 days ago
    Hi @Eddie Madera

    That document is based on the Word Template for Vendor Remittance and all you need to do is edit that Word Document.

    Here is a how-to article on how to edit that remittance:  ​
    Enavate How to Modify the Word Templates

    ------------------------------
    Jo deRuiter
    🌟 GPUG AllStar 2019
    💫Granite Award Winner 2018,2019
    Atlanta Chapter Leader
    Credential Council Co-Chair
    Aisling Dynamics Consulting, LLC
    ERP Practice Manager
    jo.deruiter@aislingdynamics.com
    9518674366
    Alpharetta, GA
    aislingdynamics.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: EFT PDF Remittance

    GPUG ALL STAR
    Posted 15 days ago
    Hi Eddie,
    Yes you could.. Depends if you're using the Word Templates (likely as you mentioned PDF), you need to edit the Word Template for remittance and remove that field at the bottom of your template. In order to edit Word Templates, you have to install the GP Word Template Add-in for Word on any workstation and then save it.
    Complete instructions on how to modify a Word Template are provided at various places on the Microsoft support forums.
    As an example: https://community.dynamics.com/gp/f/microsoft-dynamics-gp-forum/412597/modifying-word-templates
    Hope that helps.

    ------------------------------
    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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