If the file name was not changed, then the existing template will be overridden. Go back to the Report Template maintenance window.ĩ. Click that handle which will have the name of the field.ĥ. You should get a little handle that appears above the field. Make sure you click on the field so it is selected.
You can click on fields you want to delete or change in the Word document. Once the template is open from step 6 after saving the Word file, you can click the Field List to view the different fields available.Ģ.
If you are adding a new field already part of the XML or need to make other cosmetic changesġ. Select SOP Blank Invoice Form in the XML Resource dropdown on the pane that opens Select Field List in the GP Templates groupģ. ONLY If you are adding a new field from the XML fileĢ. Save the Word document that opens using the File > Save As option to save it in a folder you can find. If you have more than one template, pay attention to which one is assigned to the company and is set as the default.Ħ. Click on the template and choose Modify on the toolbar. Choose SOP Blank Invoice Form (Modified).ĥ. When asked for the destination, choose Standard and then XML as the output.ģ. Go to Reports > Template Maintenance.Ĥ. Open a sales invoice transaction and print it. The dictionary you'll most likely want to select is Microsoft Dynamics GP.Ģ. Print the invoice to XML. You can go to the Microsoft Dynamics GP menu > Tools > Customize > Report Writer path. Edit the Report Writer report upon which the template is based. These next steps are necessary if you need to add fields that are not available in the XML and/or the Report Writer report is modified.ġ. Make sure the Developer tab is visible in Word.
Install the add-in for Word from the GP media. Generally, here are the steps, including some you may not need. The first question is, what do you want to change? The answer will drive the exact sequence.
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