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:
A client on Microsoft Dynamics GP 10 (we’re talking to them now about an upgrade to GP 2015) is in the process of setting up a new company and needs to be printing out a few of reports (SI, SR, PO and Remittance) with different logos for the new company.
If you’re a new GP user you’re probably used to the Word Templates which have the logo supplied from the library in Template Configuration () or by assigning different Word Templates to the different companies.
However, as longer time GP users are aware, the Word Templates were introduced in Dynamics GP 2010; before that all reports were produced using the modified reports created in Report Writer where it wasn’t really possible to have different logos.
That is, it wasn’t possible to have different logos in the same place. Way back in 2008 David Musgrave (while a Microsoftie) did a post on the Developing for Dynamics GP blog on how to have a conditional logo on the modified report by using a conditional field to show or hide logos.
It’s not really a solution that can be called elegant (hey it involves Report Writer!), but it was most certainly a useful one. So until this client gets their upgrade performed (hopefully first quarter 2015) I need to get their modified reports customised to hide the logo for their main company when producing documents and the exact steps had faded from memory somewhat.
So I needed to hunt out the old post I remembered David writing (I also remember using it back in 2008) and it actually took a little finding (found it through a question on the Community Forum).
If a document was printed from Microsoft Word it was fine; if a GP report as printed to XPS and then sent to the printer from there then it was also fine. It was just the reports printed directly from Microsoft Dynamics GP which had the overlapping text problem.
Doing some more testing I was able to narrow the problem down further, from thinking it was all GP reports, to only the text based reports. Not having seen this problem before I thought a quick online search might find me an answer.
By using the information in David’s post to update the settings in the dex.ini file I was able to resolve the problem.
I added the following lines to the dex.ini file on each client (and left notes with the client’s IT department so they could do this on any new installations):
FontCourier New=Lucida Console
Keep reading to find out how you can be one of the Lucky Ones.
In the past I have tended to use VBA to add the vendor’s address to the Check Remittance because it was quick and easy to do and I didn’t revisit this approach until Microsoft Dynamics GP 2013 was released. And the reason I revisited, was because of the new Web Client which does not support VBA customisations.
As always, I figured I might as well do a blog post about this and had it scheduled in to write when Richard Wheeler asked the question on the Community Forum. So, here is the step-by-step guide to adding the vendor address back onto the Check Remittance modified report.
Trial Balance Summary on Screen shows as aligned;
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”
We created custom Word templates () for POP Purchase Order Blank Form, SOP Blank Quote Form, SOP Blank Order Form and SOP Blank Invoice Form without problems and granted access to the relevant companies.
To test the new Word templates we printed the documents to screen so we could quickly see the result. The POP Purchase Order Blank Form worked fine but when it came to the SOP documents we had a problem. When printing any of the SOP documents as Word Templates, instead GP printed the Standard Report Writer reports. Continue reading “Problem With SOP Word Templates”
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.
I needed a demo environment and so installed the most recent version. I’ve been getting an error since that time whenever I switched back from Report Writer to GP itself;