Word Template Generator

Why this feature is cool!

Use the Word Template Generator to create the initial Word Template for a report in Microsoft Dynamics GP. This utility saves development time because you don’t need to create the report template from scratch. The utility creates a template document that closely matches the design of the Report Writer report.…

SOP Return Word Templates

Why this feature is cool!

In Microsoft Dynamics GP2010 R2 SOP Return templates were added to the core template reports.  With this added functionality, a user can print a SOP return document to Word and mass email SOP returns to customers as they are able to do with other SOP documents in…

Recently, I have been looking a lot of Word Template cases - I'm the primary Escalation Engineer on that feature.  Since Word Templates are new to GP 2010, I want to get some blog articles written on some of the common issues we are running into.  So this will probably be a series of Word Template posts. 

For the first post, I want to make sure everyone is aware of some logging capbability that we have with word templates.  The logging will come in handy if your problem has something to do with the Word Template not printing a document.  So for example, you are trying to print an invoice to a Word template and you receive an error message something along the lines of this:

"One or More templates could not be processed. …

If you are working with a specific report in report writer, and you are also using a word template to print the report, one thing that you have to keep in mind is that the report writer fields have to be in synch with the content controls on the word template.  If they are not in synch what happens is that nothing will print in the content control on the word template, not even XX's.  So you need to go through a process to get the report writer…

How to Secure your Word Template Documents in Dynamics GP 2010

The following short video will cover how to secure a Word Template in Microsoft Dynamics GP…

Keeping Report Writer in Synch with Word Templates

If you are working with a specific report in report writer and are using a word template to print the report, one thing that you have to keep in mind is that…

Microsoft Office Word Template Maintenance

Modules: Sales Order Processing, Receivables Management, Purchase Order Processing, Payable Management.

Why this feature is cool!

Building off the previous Microsoft Office Word Template feature of the day,…

Before we get into today’s Feature of the Day, I wanted to let everyone know we are taking a 1 week hiatus from the Feature of the Day posts.  No, it isn’t because we’ve run out of features! We’ve still got LOADS of great things to talk about with regards to exciting new functionality coming out in Microsoft Dynamics GP 2010.  The hiatus is to let our team catch up on the many other launch activities we have going on right now.  We’ve successfully kicked off our 18 city Partner road show, we’ve held a number of GP 2010 webinars with more coming all the time, and we’re working on a number of new demos and resources to help showcase this great release! …

The following short video will cover adding Gridlines and Bookmarks in Microsoft Word to assist with modifications to Word Template Documents in Microsoft Dynamics GP 2010.

Adding Gridlines allows you to see the tables and cells…

Support has come to the conclusion that the documentation on the Word Template feature for Dynamics GP 2010 is not easy to locate. In order to help with this need, I have listed out the locations where you can obtain documentation on the Word Template functionality.

Report Writer Manual

• This manual is located in the Documentation folder that is contained in the Dynamics GP 2010 Install directory. This…

I recently ran into an issue where my Field List button was suddenly missing.  After further investigation I found that the Microsoft Dynamics GP Word Add-in was disabled. 

Below are the steps you will need to do to get the Fields List button available again in Microsoft Word..

To re-enable an add-in in an…

A while ago I posted an article on Modifying Microsoft Dynamics GP 2010 Word Templates which demonstrated the basic methods for customizing word templates for Microsoft Dynamics GP 2010.

In that article, I mentioned that if you were using Word 2010 to edit the templates, you would have an option to Maintain compatibility with previous versions of Word on the Save As dialog. See screenshot below:

I had recommended leaving this option checked, but indicated that it did not make much difference.... Well, I was wrong.  The Dynamics GP support and development teams have seen issues with the Template Processing Engine (TPE) when this option is not selected.  The original post has now been updated to clarify that the option must be left selected.

So, what does the option really do?

It turns out that not all .docx files are the same.  There are some differences between Word 2007 .docx format and Word 2010 .docx format.  When this option is selected, the Word 2007 .docx format is maintained.  If you uncheck the option, the document will be saved in Word 2010 .docx format and the Maintain Compatibility option will not be available again for that…

I was recently talking with one of our fine Distribution Support engineers discussing Word Template issues.

One topic that came up was their team has apparently been asked quite a number of times by customers: If we send out our invoices as Word documents, our customers can edit them to be for less money and then not pay us the full amount.

Interesting theory - the part about the customer now owing your company less money anyway.  In Dynamics GP, the invoice will still be entered for $100 and if the customer only sends you a payment for $80- when you run statements they'll still get one for the difference.

However as we discussed it, it seemed to me that Word DOES allow you to password protect files and therefore make them read-only if you desired.

So after discussing why this would work and how to…

My experience with Word Templates and logos has brought me to the conclusion that the process to add good quality Logos is not Black and White. I have worked with many logs over the past months and would like to offer some tips that I have found useful.

First, is the image appears grainy or fuzzy when printed to Word, but appears fine on screen? This is typically related to the DPI of the image. I recommend that the image be created with a DPI of at least 300. Most…