Dynamics GP 2010 Word Templates Tips

Couple things I have found that may save someone some time.

Where is the data coming from?

The data source for the word templates is the report writer report.  To bring in additional field from a modified report you will need to import the XML for the modified version of the report writer report.  This is done by printing the report writer report but instead of printing it to the screen or printer you save to a file and save it in the XML format.  Then when you are working with the word template in word under the developer tab you add data source and grab the XML document you saved.  An annoyance with this is the data sources will have the same name.  So I find it is easier to delete the existing data source before you add the new one.  It will warn you that removing the data source will delete some fields click ok.  It does not remove the reference to the field on the actual word template.

When I printed the word template half of the data was missing.

On this word template the data was missing because we were using the Page Header as the display area for our fields.  I needed to pull the fields from the Page Header and replace the ones that were on the template from the Report Header.  To see which fields are on the word template click on the developer tab and then design mode.  So if you find that fields are not showing up this may be the issue. If you are unsure which fields were used on the report writer report you can go into report writer and see where the fields are actually pulling from on the report writer report and this will assist in figuring out which ones you need to add on your word template.

If you have removed the bookmarks from the word template that will also make the data go away.  Also if you add fields outside of the table grid it will not show up.

I don’t want to make all those formatting changes on the historical versions too

After making all of the formatting changes to the Invoice Word Template I wanted an easy way to get those same formatting changes in to the Historical version of the word template.  I tried just importing the modified word template of the Invoice in but it said it was not the right type of document.  I “modified” the Invoice template, removed the data source added the XML for the historical invoice report writer report.  Now of course those fields are not going to match.  All I needed to do was replace the fields on the word template with the new fields that pulled in from the historical invoice xml.  I found it was much easier to do it this way then to try to redo all of the formatting.

How to add additional items to the Repeating Section

In our invoice we have additional user defined fields that we want to show up under the items in the StartTemplateSectionRepeatingBookMark.  To add those fields I added a new table in the same row as my item information under the item description field and added the fields in the table.

Weird things in weird places on different servers

If you run you GP on multiple servers in a Citrix environment or terminal server you will need to make sure that all of the Report Writer reports are identical.  If you make changes with out doing the import of the modified report some fields will not be in the same place. If you export the report writer report to a package then view it in note pad you will see the fields are numbered.  Those numbers have to match on all servers or you will see strange results in the word template.

About dorothyjarry

Super Dots
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One Response to Dynamics GP 2010 Word Templates Tips

  1. Howdy! Someone in my Facebook group shared this site with us so I came to look it over. I’m definitely enjoying the information. I’m book-marking and will be tweeting this to my followers! Superb blog and wonderful design.


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