When you click “Add Source,” you will select the XML file you saved. Once you bring up the source list, you will have to “Remove Source.” Once you click “Remove,” you will then click on “Add Source.” This will populate the report section list. Click on the “Field List” tab on the ribbon bar.Ĭlicking “Field List” will open the “Source File” window to the left of the document. Click on the “Developer” tab on the ribbon bar. Selecting “Modify” will launch Microsoft Word. Once you have selected your modified report, you will be required to create the template you will be working with. Select the report name you will be working with. Template Maintenance-Reports | Template Maintenance The file must be an XML file.Ĭlick “OK.” Open the file to make sure it is an XML file. When you print the form, you will select the Standard form and print to a file.
#Template microsoft word series
You will need to go to the entry screen of the series you are working with and bring up a transaction to print. The next required step is to create an XML file in order to create your template. You must give access to the modified form for the series with which you are working. Go back into Dynamics.ĭynamics | Tools | Setup | System | Alternate Modified Forms & Reports (I have added the Vendor ID.) Save and close the report. You will need to make note of the section where you have placed the field, such as the “Report Header” shown below. You can place the definition field anywhere on the report, regardless of where you place it on the template. You may want to modify the report with a definition field. The next step is to create a modified GP report in Report Writer. Be sure to mark the Enable Report Templates and, if desired, to allow use of the Standard form even though you’re using the template. Mark the document(s) for which you want to create a template. The configuration window allows you to enable a specific form(s) to work as a template.Įxpand the trees for Enable, Company and Series. Template Configuration-Reports | Template Configuration Go to Options | Customize Ribbon and select “Popular Commands.” Add the Developer function to the Ribbon list and then check the box.
To use Microsoft Word with Dynamics GP, you must add the “Developer” tab to your Word ribbon bar. The Dynamics GP Add-On for Word is located on the Dynamics CD.
#Template microsoft word install
Open XML will be installed when you install Dynamics GP. You must have two applications installed before beginning this process: Microsoft Dynamics GP Add-On for Word and Open XML SDK 2.0 for Microsoft Office.
You also will be working with the Template Configuration and Template Maintenance in Dynamics GP. It’s important to perform these steps in order. This post will walk you through the required steps.
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