Upgrade Aftermath: GP2010 Word Template Reports

After upgrading to GP2010 one of the first things we wanted to take advantage of was the word template reports.  The flexibility is amazing, but there are few thing that you need to know to get started.

First the supported version of Office is 2007 and up.  We run a Citrix environment for our GP Clients.  We still had 2003 installed on the Citrix clients, so the first thing we had to do was upgrade to 2007.  Our company had already upgraded all of our users to Office 2007, but our GP set up uses the office installed on the Citrix box. 

Once we had that upgraded we installed the “Microsoft Dynamics GP Add-in for Microsoft Word”.  This will install the components needed to modify the word templates and adjust fields and import other data sources. 

Go back into GP 2010 Reports>reports template maintenance will pop up this screen

Once you have a report to work with when you load Word for the first time it will run you through another little install. 

You will most likely need to add the developer tab to the ribbon from

I had a great deal of difficulty figuring out how you pulled in reports that had been modified.  Or better yet how to get additional fields to be available for use on the word template.  So when you see other bloggers say that you simply add the field to the report in RW and it will come through on the template.  Well that is not exactly how it is done. Or at least I had to follow a couple more steps.

The way I was able to pull in those fields was to open the report by opening an existing transaction and selecting an invoice (that is the report I am working with).  When you print the report save it to file as XML somewhere you can find it.  Then go back into the Template Maintenance and open the word template you are working with.  Then on the developers tab open a new source and find the report you saved as XML and pull it in.  If you are like me it will pull it in with the same name as the original report so it is a little confusing, but the fields were there.  I have not figured out how to add calculated fields yet.

A little disappointed in the fact that no formatting is brought from the GP RW to the new word templates.  So you can use a modified RW report for the basis for  a word template to pull in additional fields, but it will not be formatted at all. 

In our company we like all of our reports in the landscape format.  This has proven to be a bit of pain in the word templates.  The have nice borders along the header and footer that do not grow well, and the columns are set and difficult to move.

I imagine once I get really going with the customization of these reports they will start flying, but getting up and going is taking a little longer than the expectation I had after all the hype I have heard.

About dorothyjarry

Super Dots
This entry was posted in Dynamics, GP, GP 2010, Uncategorized. Bookmark the permalink.

7 Responses to Upgrade Aftermath: GP2010 Word Template Reports

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