The next required step is to create an XML file in order to create your template.
#Microsoft word program template series#
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.
#Microsoft word program template 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. Creating a Word Template for Dynamics GPĬreating a Word Template requires working with Microsoft Word and Dynamics GP Report Writer.Architecture, Engineering and Construction (AEC).
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