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Dynamics GP and Microsoft Word Templates Introduction Level Notes
article by Andrew Karasev
We are
our example, based on the 2010 version, however, Word templates are available for earlier versions, such as 10.0 and we believe also in 9.0. Why would you be interested in Word templates? There are several reasons. First, sales invoice or purchase order will look with your company logo graphic much better in Word, compared to something like print SOP Blank Invoice form of report writer changed. Second reason is introduced in the 2010 version MBS e-mail functionality specifically for the purpose, invoice or order direct e-mails of Dynamics. And Word document by e-mail media to be perfect (of course, PDF is more reliable as some believe, or the majority of the consultants). Let’s take a look through the activation Word templates:
1 Conditions. You should have MS Word 2007 or later, Open XML SDK 2.0 or later for MS Office. Even if you plan to edit templates, you need GP Add-In for MS Word. NET Framework 3.5 or higher. If you are installing GP user workstation in 2010 – the first two requirements are automatically loaded
2nd Deploying. This is done in the Template Configuration Manager: Reports -> Template Configuration Here you can activate all the templates for all companies to expand alternative, the following field and facilitate the selection of companies, series (currently only sales and purchasing) and the documents themselves is not true, yet
3 Open Reports -> template maintenance, SOP Blank Invoice original pick here, as very popular example, select Blank Invoice form template, and click Assign icon: the whole company or individual customers. We go out here like that is associated with your user ID does not change a printed form of this report as a Word template versions in the same security model as a Report Writer report
4 are involved. Print Report. Now pull SOP invoice to Print, and depending on where they are printed: screen printer or file – the actual source Word document, and if you print the entire batch of invoices to the file it will create a separate file by invoice and also a consolidated file, where bills are separated page break (this is convenient for printing)
5 To connect. Return to the original Configuration Manager, expand all companies, and highlight your business. Click the image icon above and get your company logo file (JPG, BMP, and some other formats are supported). Now go back to SOP transaction, you pull the same invoice and print – the logo should appear in the upper left corner. If you do not want to go into MS Visual Studio reporting modification, you can play with your logo, change in size (we recommend you have Adobe Illustrator version of the logo on hand, such as resizing BMP file or another end graphics format often compromises that quality of the graphics)
6 Alternative ways of printing bills, some cool features of 2010 and 10.0 versions. Traditionally, it this way, open menu: Transactions -> Sales -> Sales Transaction Entry, then pull your invoice via lookup or navigation buttons. Try this way: on your home page on the left cortex, click Sales series. Sales series shifts Links upwards on the left bar. Click on Sales Order transactions to wait, until the list is built in the central region. Here you can select the documents for printing (please do not all be in the same game). . Now go up to the so-called “Action Pane, click on Print and work through dialogue – and that’s it – Documents are printed That’s not all – of the action area, you can make others do: post meeting / ways to transfer (order or quote to invoice, for example), e-mail, Apply, Hold Print or package delivery ticket and other actions
7 upgrade for 2010 GP. We write this in February 2011 and Version 2010/11.0 now published Service Pack One from Microsoft. We recommend at this point version update to 2010. Such new features as many Word documents, e-mail, Microsoft Management Reporter (to replace FRx), enhanced Microsoft SQL Server Reporting Services set, available in metrics or protocol for normal expression simplified way of copying task, roles and user security – this version deserves applause
8 support domestically in the U.S., Canada, Mexico and international This!. option is directly via web sessions, skype or telephone conferences and site visits (in the case of large-scale project) is possible. Our consulting team speaks English, Chinese, Portuguese, Spanish, Russian, Filipino.
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article by Andrew Karasev
We are
our example, based on the 2010 version, however, Word templates are available for earlier versions, such as 10.0 and we believe also in 9.0. Why would you be interested in Word templates? There are several reasons. First, sales invoice or purchase order will look with your company logo graphic much better in Word, compared to something like print SOP Blank Invoice form of report writer changed. Second reason is introduced in the 2010 version MBS e-mail functionality specifically for the purpose, invoice or order direct e-mails of Dynamics. And Word document by e-mail media to be perfect (of course, PDF is more reliable as some believe, or the majority of the consultants). Let’s take a look through the activation Word templates:
1 Conditions. You should have MS Word 2007 or later, Open XML SDK 2.0 or later for MS Office. Even if you plan to edit templates, you need GP Add-In for MS Word. NET Framework 3.5 or higher. If you are installing GP user workstation in 2010 – the first two requirements are automatically loaded
2nd Deploying. This is done in the Template Configuration Manager: Reports -> Template Configuration Here you can activate all the templates for all companies to expand alternative, the following field and facilitate the selection of companies, series (currently only sales and purchasing) and the documents themselves is not true, yet
3 Open Reports -> template maintenance, SOP Blank Invoice original pick here, as very popular example, select Blank Invoice form template, and click Assign icon: the whole company or individual customers. We go out here like that is associated with your user ID does not change a printed form of this report as a Word template versions in the same security model as a Report Writer report
4 are involved. Print Report. Now pull SOP invoice to Print, and depending on where they are printed: screen printer or file – the actual source Word document, and if you print the entire batch of invoices to the file it will create a separate file by invoice and also a consolidated file, where bills are separated page break (this is convenient for printing)
5 To connect. Return to the original Configuration Manager, expand all companies, and highlight your business. Click the image icon above and get your company logo file (JPG, BMP, and some other formats are supported). Now go back to SOP transaction, you pull the same invoice and print – the logo should appear in the upper left corner. If you do not want to go into MS Visual Studio reporting modification, you can play with your logo, change in size (we recommend you have Adobe Illustrator version of the logo on hand, such as resizing BMP file or another end graphics format often compromises that quality of the graphics)
6 Alternative ways of printing bills, some cool features of 2010 and 10.0 versions. Traditionally, it this way, open menu: Transactions -> Sales -> Sales Transaction Entry, then pull your invoice via lookup or navigation buttons. Try this way: on your home page on the left cortex, click Sales series. Sales series shifts Links upwards on the left bar. Click on Sales Order transactions to wait, until the list is built in the central region. Here you can select the documents for printing (please do not all be in the same game). . Now go up to the so-called “Action Pane, click on Print and work through dialogue – and that’s it – Documents are printed That’s not all – of the action area, you can make others do: post meeting / ways to transfer (order or quote to invoice, for example), e-mail, Apply, Hold Print or package delivery ticket and other actions
7 upgrade for 2010 GP. We write this in February 2011 and Version 2010/11.0 now published Service Pack One from Microsoft. We recommend at this point version update to 2010. Such new features as many Word documents, e-mail, Microsoft Management Reporter (to replace FRx), enhanced Microsoft SQL Server Reporting Services set, available in metrics or protocol for normal expression simplified way of copying task, roles and user security – this version deserves applause
8 support domestically in the U.S., Canada, Mexico and international This!. option is directly via web sessions, skype or telephone conferences and site visits (in the case of large-scale project) is possible. Our consulting team speaks English, Chinese, Portuguese, Spanish, Russian, Filipino.
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