SOP Blank Invoice Form Word Template Not Working

Microsoft Dynamics GPI was configuring up a test system a short time ago and found that the Sales Documents (specifically the SOP Blank Invoice Form) were producing into IE rather than Word when I printed them.

The problem was caused by the VAT Daybook being installed. VAT Daybook provides alternative versions of the standard SOP reports which do not work with the Word Template Email functionality. To have the invoices send via Word, I had two choices; make a Word Template version of the SOP Blank Invoice Form or, and as this was only a test system my preferred choice, to change a setting to use the standard SOP template rather than the VAT Daybook one.

To do this, open Alternative/Modified Forms and Reports (Microsoft Dynamics GP menu » Tools » Setup » System), set Product to VAT Daybook and restrict the Type to Reports;

Alternative/Modified Forms and Reports

In the scrolling window, expand SOP Blank Invoice Form and SOP Blank History Invoice Form and mark the Microsoft Dynamics GP option under both.

After saving these changes, the SOP Blank Invoice Form successfully produced to Word.

MDGP 2013 Feature of the Day: Password Protection For Word Forms

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The twenty ninth feature they’ve announced is Password Protection for Word Forms.

Users will now have the ability to email their word documents with password protection. This will ensure the recipient of the document will not be able to edit the document to make changes without entering a password.

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MDGP 2013 Feature of the Day: Additional Word Templates

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The twelfth feature they’ve announced is Additional Word Templates.

Microsoft Dynamics GP 2010 introduced the Word Templates as alternatives to the standard Modified Reports but the selection available was limited. In Microsoft Dynamics GP 2013, users can now use Word Templates for all Sales Order Processing document types (such as Back Orders) as well as Packing Slips and Picking Tickets;

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MDGP 2013 Feature of the Day: Ship To Address

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The seventh feature they’ve announced is Ship To Address.

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How To Use The Microsoft Dynamics GP Word Template Generator

Microsoft Dynamics GPOne 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”

Problem With SOP Word Templates

Microsoft Dynamics GPI’ve recently been working on a Microsoft Dynamics GP 2010 implementation project for a client.

We created custom Word templates (Reports » Template Maintenance) 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”