The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.
The twenty-fifth Feature of the Day covered is Email or Print any Report in Word format; again I have a PowerPoint for this feature, but there is no page on the Inside Microsoft Dynamics GP blog. This feature means users will be able to send any report via email using a Word Template.
The Email Options form now has an option for .docx available :
This feature works differently in the Web Client as opposed the Desktop one.
The Web Client will automatically create a template for the report when it is printed and the template option selected. If the report is being emailed then email addresses can be specified for docx.
However, in the Desktop client a template needs to be created prior to sending via email; the template creation can be facilitated by using the Word Template Generator tool.
I have received a copy of the newly published Microsoft Dynamics GP 2013 Reporting, by David Duncan and Chrisopher J Liley, from Packt Publishing to review. This is an update of a previous book the pair wrote for Microsoft Dynamics GP 2010:
The book covers an extensive range of the reporting tools in, or available with, Microsoft Dynamics GP 2013:
- SmartList Builder including Excel Report Builder
- Report Writer and Word Templates
- Reporting Services Reports
- Analysis Cubes
- Management Reporter
One of the features introduced in Microsoft Dynamics GP 2010 was the Word templates which could be used instead of the Report Writer reports (known in 2010 onwards as Standard reports). There were several Word templates shipped out of the box with GP that could be amended quite easily but if you needed to use one of the others then a lot of work was needed to manually create the template from scratch.
In Microsoft Dynamics GP 2010 R2, the Word Template Generator, available as a separate download from PartnerSource (login required) was introduced which would generate the base Word template which can then be amended as required. Continue reading → How To Use The Microsoft Dynamics GP Word Template Generator
I’m currently doing some work for a client where we’re modifying some of the reports in Microsoft Dynamics GP and I’m trying to avoid using Report Writer as a) I don’t like it, b) Word template reports look better and c) I don’t want to spend time training a client on a module which can be avoiding and is being retired in the near future.
For some of the reports such as the Sales Orders and Invoices and the Purchase Order reports, there are Word templates already available for customising, but for some of the reports such as the Sales Picking Ticket or Dispatch Notes there are no Word templates available by default.
In Microsoft Dynamics GP 2010 this meant starting a template from scratch. In Microsoft Dynamics GP 2010 R2 you can use the Word Template Generator to convert a saved xml report into a Word template.
The only problem is, I can’t find it. None of the blog posts I read announcing the feature said where it would be; just that it would be available with 2010 R2. My first port of call was within GP itself. The I tried the installation media but no luck. I then tried a couple of Internet searches and came up dry. I asked a colleague but they hadn’t used it before.
I finally searched on PartnerSource (I don’t like the PartnerSource search so usually try general Internet searches first) and finally found the download link for the Word template Generator.