Creating a Word Template for Dynamics GP

Creating a Word Template requires working with Microsoft Word and Dynamics GP Report Writer. This post will walk you through the required steps. It’s important to perform these steps in order. You also will be working with the Template Configuration and Template Maintenance in 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. Open XML will be installed when you install Dynamics GP. The Dynamics GP Add-On for Word is located on the Dynamics CD.



To use Microsoft Word with Dynamics GP, you must add the “Developer” tab to your Word ribbon bar. Go to Options | Customize Ribbon and select “Popular Commands.” Add the Developer function to the Ribbon list and then check the box. Click “OK.”


Template Configuration-Reports | Template Configuration

The configuration window allows you to enable a specific form(s) to work as a template.

Expand the trees for Enable, Company and Series. Mark the document(s) for which you want to create a template. 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.


The next step is to create a modified GP report in Report Writer. You may want to modify the report with a definition field. You can place the definition field anywhere on the report, regardless of where you place it on the template. You will need to make note of the section where you have placed the field, such as the “Report Header” shown below. (I have added the Vendor ID.) Save and close the report. Go back into Dynamics.


Dynamics | Tools | Setup | System | Alternate Modified Forms & Reports

You must give access to the modified form for the series with which you are working.


Creating an XML File

The next required step is to create an XML file in order to create your template. You will need to go to the entry screen of the series you are working with and bring up a transaction to print. When you print the form, you will select the Standard form and print to a file. The file must be an XML file.

8833-7 8833-8

Click “OK.” Open the file to make sure it is an XML file.


Template Maintenance-Reports | Template Maintenance

Select the report name you will be working with. Be sure to select the modified report.


Once you have selected your modified report, you will be required to create the template you will be working with. Select “Modify.”


Selecting “Modify” will launch Microsoft Word. Click on the “Developer” tab on the ribbon bar. Click on the “Field List” tab on the ribbon bar.


Clicking “Field List” will open the “Source File” window to the left of the document. Select the XML resource. This will populate the report section list.


Once you bring up the source list, you will have to “Remove Source.” Once you click “Remove,” you will then click on “Add Source.” 8833-14

When you click “Add Source,” you will select the XML file you saved. Click “Open.”


This will take you back to Microsoft Word. Select the source file again. Select the Report Section in which you placed the field definition in Report Writer. Scroll down to the field definitions and select the field definition that you put on the modified report in Report Writer. In this example, select “PM_Vendor_MSTR”, “Vendor ID.”


Before you drag that field definition to the template, you will be required to insert a cell where you want to position that field. Click the area of the template and then right-click to insert a cell. In this example, I have inserted a cell in the “Header” section. You can now drag and drop the field definition into that cell.


Once you have made your modifications you will need to save the template as a Word document. It will want to save the file to the temp directory, but it is recommended to save it to a shared location on your server. In this example, I have saved it to my desktop.


Once the Word document is saved, you will return to the Template Maintenance screen.

In the Template Maintenance screen, you will need to add that new template. You may replace the existing template, rename it or create a new named file. Highlight the existing template and click the plus sign above it. This will launch Windows Explorer for you to select your saved Word template.


Select your new Word template, and then click “Open.”


You may get a “Replace” message if you gave the report the same name as the original. Click “Yes.”


You will be required to assign the template to a company or companies and vendor(s). Select “Customers” if you are working with sales templates. You must have at least one “Default” template.

Click “Assign.” This will open an alternate screen.


This is the Company screen. Select the company or companies that will be using this template. Click “Set Default” to select your template.


Click “Save.”


Click “Assign” again for your vendors. Click the plus symbol to open the “Add Vendors” window.


Select a vendor or a range of vendors. Click “OK.”8833-26

Mark the vendors you want to use the template or click “Mark All.” Save.


Close the Template Maintenance screen.

When you go back to the Series Transactions screen, select your document and print the template to the screen to verify your changes. Be sure to select “Template” as your report type.


You should see your template with the modifications you have made.


Note:  Although you may make cosmetic changes to your template in Word, if you add any field definition, you must make that change in Report Writer. Once you have made that change, you are required to create another XML file and start the process again.

For more information, please contact our Microsoft Dynamics GP Support Center.




See the article here:
Creating a Word Template for Dynamics GP

July 26, 2013 · Victoria Bell · No Comments
Tags: , , ,  · Posted in: Blogs I Follow Total Views: 831

Management Reporter – An Unknown Error Has Occurred

After dealing with an obscure and unhelpful Integration Manager error recently, I’ve also had a Management Reporter one; when trying to generate a report the following error was consistently produced; An unknown error has occurred while processing report As well … Continue reading

Continue Reading:
Management Reporter – An Unknown Error Has Occurred

July 26, 2013 · Ian Grieve · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 1,152

Troubleshooting the Microsoft Dynamics GP 2013 Web Client – Part 1

Part 1 – Microsoft Dynamics GP Support Team’s Posture

With the introduction of the Microsoft Dynamics GP 2013 Web Client, system administrators now face additional challenges when troubleshooting errors produced while accessing the Web Client all the way to using the Microsoft Dynamics GP application itself over the browser.

To understand the troubleshooting process, it’s best to explain the Microsoft Dynamics GP Support team’s posture when addressing a support case: any error event that occur before the Microsoft Dynamics GP login window is presented to the end-user will be treated as a Web Client implementation support issue.

Issues in this category involve everything from the deployment planning of the Web Client up to the point where you obtain the Microsoft Dynamics GP Login window. Items such as issues during the installation of the Web Client, network configuration, certificates, routers, firewall configuration, DNS resolution issues, issues preventing access to the web client Sign In window are all considered issues that prevent an end user from using the Web Client and therefore access Microsoft Dynamics GP.

Web Client Sign In window (Windows Authentication)

Any error event that occurs after the Microsoft Dynamics GP application Login window is presented, and during the normal use of Microsoft Dynamics GP is considered a functional support issue.

Microsoft Dynamics GP Login Window (SQL authentication)

Functional support issues involve everything from issues accessing Microsoft Dynamics GP all the way through using all the application functions within the Web Client: data entry, printing problems, posting issues, Report Writer reporting, SSRS reports, Excel reports, and all issues that may happen within the Microsoft Dynamics GP application while using the Web Client.

Having a clear cut definition between problems will allow you to reach the right support engineer at Microsoft. In addition, implementation issues may require the use of specialized diagnostic tools to collect information about the Web Client installation environment that will allow the support engineer or escalation engineer to better understand how your environment is configured.

In contrast, functional issues would typically follow the standard support protocols you have come to know over the years.

There are some clear benefits to this posturing:

1. A reported problem can be routed to the right support team the first time around. After all, an issue with a certificate may require someone technical from within the support team to address the problem, as opposed to a problem printing a report.

2. Having the right team addressing the issue will allow Support to issue whitepapers, videos, or even training content on how to address the most frequent issues that come to them.

3. Diagnostic information can be served up to the right support engineer at the time a case is created. This is only possible if a problem is tagged as an implementation issue versus a functional issue.

4. It allows both technical and functional support teams at Microsoft to keep stats on product quality, which may result in targeted hotfix or service packs.

Tomorrow I will address the steps involved in resolving an implementation problem and how you can take advantage of some of the latest tools available from Microsoft to assist in the process.

Until next post!

Mariano Gomez, MVP
IntellPartners, LLC

Read the article:
Troubleshooting the Microsoft Dynamics GP 2013 Web Client – Part 1

July 18, 2013 · Mariano Gomez · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 288

Integration Manager Error – Object Reference Not Set To An Instance Of An Object

Sometimes I find Integration Manager to be very trying. It can be a very useful tool but it can also be incredibly frustrating. A client we have taken over support for logged a call about an integration they couldn’t run … Continue reading

Read More:
Integration Manager Error – Object Reference Not Set To An Instance Of An Object

July 17, 2013 · Ian Grieve · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 794

Welcome to Houston!

Welcome to day 3 of Microsoft’s Worldwide Partner Conference 2013. And what a busy day we have lined up for you!


Building on yesterday’s end-to-end product session, today’s focus is on how you can plan and build your business. Firstly, at 1:30 p.m., prepare to be inspired in the Microsoft Dynamics GP and SL: New opportunities to build your business session, where you can learn about the new opportunities you should consider as you look at your business planning for the next 12 months – including key topics such as the Web Client, Business Analyzer, RapidStart Services for Microsoft Dynamics GP, Windows Azure, and Office 365.


Then go deep in two strategic business areas that could help propel your business forward and sharpen your competitive edge. First up, at 3 pm, is How to sell Office 365 together with Microsoft Dynamics GP, NAV and SL. This session will provide detailed guidance on how the increasing level of integration with Microsoft Office 365 has created a new opportunity for you to boost your bottom line by offering Office 365 to your customers. Hear about the combined sales motion, Office 365 pricing and licensing, available resources, and best practices from other Microsoft Dynamics partners.


Then at 4:30 p.m. don’t miss Heading into the Future with the Windows Azure Cloud for insight and information on opportunities to offer Microsoft Dynamics NAV and Microsoft Dynamics GP, hosted in the cloud on Windows Azure infrastructure services. Learn about the model, business best practices, pricing and licensing approaches, technical resources, top lessons learned, and more.


As well as being packed with valuable information, all three sessions offer the chance to win fantastic prizes, so come along, and be sure to stay until the end!


Still hungry for more? With over 450 sessions, there is something for every taste. You could brush up on your business leadership skills in the Business Leadership track and the Emerging Leaders track. Hear more about the Microsoft cloud strategy, offerings, and programs for hosting and cloud service providers in the Hosting and Cloud Service Providers track. Or get together with other partners like you in other areas of the Microsoft business ecosystem in the Small and Medium Business Reseller track.


You can get all the session details, times and locations here, and read about all the other valuable and inspirational tracks here.


So much to do, so little time…

See more here:
Welcome to Houston!

July 9, 2013 · Jay Manley MSFT · No Comments
Tags: , , ,  · Posted in: Blogs I Follow Total Views: 231

Customisation Import – Component Write Exception

While importing a customised Form with VBA I encountered a problem and received a Component write exception; Component Write Exception The form itself had imported but the VBA element had not. Not having seen this error before I hit up … Continue reading

View post:
Customisation Import – Component Write Exception

July 4, 2013 · Ian Grieve · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 312

Offline Install Of dotNET 3.5 On Windows Server 2012

I recently encountered a problem trying to install the .NET Framework 3.5 in a virtual machine on my test server which is not connected to the Internet (I wish it was but I am currently renting and don’t have a … Continue reading

Offline Install Of dotNET 3.5 On Windows Server 2012

June 24, 2013 · Ian Grieve · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 230