As 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:
Continue reading “Hands On With Microsoft Dynamics GP 2016 R1: Installing the Microsoft Dynamics GP Add-in for Microsoft Word”
This post is a bit of a “blast from the past” which I am posting as it seemed quite hard to find and you never know when I’ll need it again.
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).
I had a curious one a few months ago (which I forgot to post). A client I was implementing Microsoft Dynamics GP for encountered a problem whenever they printed a report; all of the text was overlapping:
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.
And it did; I found an old post from David Musgrave on the Developing for Dynamics GP blog where he covers how to change the font used for Text reports.
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
I am pleased to announce that I have teamed up with Packt Publishing and are organizing a give away especially for you. All you need to do is submit a comment below the post and win a free e-copy of Microsoft Dynamics GP 2013 Reporting – Second Edition by David Duncan and Christopher J Liley. Five lucky winners stand a chance to win an e-copy of the book.
Keep reading to find out how you can be one of the Lucky Ones.
Continue reading “Microsoft Dynamics GP 2013 Reporting – Second Edition eBook Giveaway”
In Microsoft Dynamics GP 2010, Microsoft changed the underlying tables used by the Check Remittance; I believe this was for purposes of efficiency. However, the downside is that the table, pmRemittanceTemp, used to replace PM_Payment_WORK did not contain the vendor’s address or a link to a table which did.
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.
Continue reading “Adding the Vendor’s Address To The Check Remittance”
I was recently asked to assist the Support team to look into an issue with the Trail Balance Summary modified report. The problem was that when sent to screen or printer the report was fine, but when exported to Tab Delimited file, the columns didn’t match up with the totals at the bottom.
Trial Balance Summary on Screen shows as aligned;
Continue reading “How To Realign Trial Balance Summary Modified Report Columns”
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’ve recently been working on a Microsoft Dynamics GP 2010 implementation project for a client.
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”
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.
I installed Microsoft Dynamics GP 2010 R2 onto my work laptop a few weeks ago, just after I started working for this company.
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;
Continue reading “Error When Switching Back To Microsoft Dynamics GP From Report Writer”