Microsoft Dynamics GP Macros: Macro By MailMerge

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

The most common way I update a macro template with the data to be updated, is to use Mail Merge in Microsoft Word.

Make sure you have your data prepared: in the demo system I’m using, I have only four users. I have created some new passwords based on the User Name field and stored them in an Excel spreadsheet:

Microsoft Excel

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Hands On With Microsoft Dynamics GP 2016 R1: Installing the Microsoft Dynamics GP Add-in for Microsoft Word

Microsoft Dynamics GPAs of Microsoft Dynamics GP 2010, Word Templates were introduced as an alternative to the standard reports. The Word templates offer an easier way to format the documents produced from Dynamics GP, such as sales invoices and check remittances. When a new field needs to be added to a Word template, it first needs to be added in Report Writer and then the Word template modified.

To add the field in Word, the Microsoft Dynamics GP Add-in for Microsoft Word needs to be installed. To install it, launch the setup.exe from the download media and select Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP 2016

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Hands On With Microsoft Dynamics GP 2015 R2: Install GP Add-in For Microsoft Word

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

When using the Word Templates to replace the standard reports for printing reports such as invoices, remittances or purchase orders you can do changes to the format or layout using the standard functionality of Microsoft Word.

However, if you want to add additional fields then you need to install the Microsoft Dynamics GP Add-in for Microsoft Word. Do this by launching the Microsoft Dynamics GP setup utility from the downloaded installation media and, under Additional Products, click on Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP 2015 setup utility

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Word Templates XML Update – Make Sure Word Is Closed Before Modifying

Microsoft Dynamics GPWe had a peculiarity the other day when updating a Word template for a client. We added some new fields via Report Writer and then created a new Word Template; when then modifying the Word template the fields usually show in the XML schema, but this time we found they weren’t.

After a couple of fruitless minutes checking the modified report and creating a new version of the Word template without success I started wondering about already open applications. In particular MS Word itself was already running with an unrelated document open.

I closed down all open Word documents and, in Template Maintenance (Administration ¯ Reports ¯ Template Maintenance), clicked the Modify button; when the Word template opened the new fields were showing in the XML schema.

This is something I have experienced before without being able to pin down why which caused..shall we say…a certain level of frustration. I’m not sure why having Word open caused the XML schema not to be refreshed when creating a new document, I am pleased that at least I can void the problem by making sure all open instances of Word are closed before starting.

Error Printing Batch Of Cheque Remittances

Microsoft Dynamics GPI recently assisted a client with an upgrade of Microsoft Dynamics GP 10 to GP 2013 R2. As part of the upgrade we assisted the client to create some Word Template versions of sales invoice, purchase order, and cheque remittance (or check remittance to the American readers).

Everything appeared fine during development and initial testing. Fine that is until we tried producing a batch of twenty remittances which produced the following two error messages:

Microsoft Word - The file Check Remittance~2 cannot be opened because there are problems with the contents.Microsoft Word – The file Check Remittance~2 cannot be opened because there are problems with the contents.

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Hands On With Microsoft Dynamics GP 2015 RTM: Installing the Microsoft Dynamics GP Add-in for Microsoft Word

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

One of the very useful additions in Microsoft Dynamics GP 2010 was the ability to create invoice, remittance and other types of documents in a Word Template rather than having to do it all in Report Writer (although Report Writer is still needed if you want to create a custom field or make other fields available to the Word Template). While much of the editing and changing of formatting can be done using Word as is, if you want to add any new fields then the Microsoft Dynamics GP Add-in for Microsoft Word is required on any machine which will be used for doing this.

To install the Microsoft Dynamics GP Add-in for Microsoft Word open the setup.exe from the Microsoft Dynamics GP 2015 installation media and, under Additional Products, select Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP 2015

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