Developing for Dynamics GP

by David Musgrave (Australia) and the Microsoft Dynamics GP Developer Support Team (USA)

Keeping Word Templates in synch with Report Writer

Keeping Word Templates in synch with Report Writer

  • Comments 6

Dave Dusek - Click for blog homepageIf you are working with a specific report in report writer, and you are also using a word template to print the report, one thing that you have to keep in mind is that the report writer fields have to be in synch with the content controls on the word template.  If they are not in synch what happens is that nothing will print in the content control on the word template, not even XX's.  So you need to go through a process to get the report writer report synched up with the word template.  Here is that process. 

  1. Run the report writer report to XML data.  You do this by just printing the report, in the report destination, choose standard report, then choose file.  Select XML for the output type. 
  2. Go to Reports>Template Maintenance and select your report.  Highlight the template you are using and click Modify. 
  3. In Word, click the developer tab.  Click the Field List.  Select the XML resource.  Click Remove Source. 
  4. Click Add source and select the new xml report in step 1. 
  5. Then remove content control and delete the field on the word template.
  6. Drag the field out onto the report from the proper section. 
  7. Save the template. 
  8. Back in Reports>Template Maintenance, highlight the template and click the Green plus to import the template saved in step 7.

You always want to follow these steps to make sure your report writer report is synched up with the word template if you are seeing any weirdness with fields not printing. 

Dave

  • Posting from Mark Polino at DynamicAccounting.net

    msdynamicsgp.blogspot.com/.../keeping-word-templates-in-synch-with.html

  • You lost me on step 3.  I figured out how to add the Developer tab, but cannot find the Field List. How do I do that?

    Thanks for your help.

  • Once you click on the developer tab, you will see a small group of GP buttons in the upper right hand corner.  They are field list, add source and remove source.  If you don't see them, then you either don't have the Microsoft Dynamics Add in for Microsoft Word loaded, or it's loaded but not active.  

  • Hi Dave, it sounds like you have alot of knowledge on these blasted word template reports.  I have not successfully managed to-date to get them printing correctly with all the details I need.  At present I have a client where I have modified the PO Blank Form in RW and added the item number and item description fields to the report (the unmodified report has the vendor item/description which I don't need).  However, when I create a word template based on the Modified RW report, I don't have any fields appearing in the GP fields dropdown in the template and not sure how/why they're not there .... any ideas please?

  • Janine,  If you don't see any fields after selecting the Field list button, then that could be a bug that we had prior to GP 2010 SP1.  I would suggest loading GP 2010 R2 if possible as there were numerous fixes in that release.  Then the field list should show up.  Make sure that you load the Microsoft Dynamics GP Add in for Word as it does not install automatically.  

  • Ok - how do you have the Microsoft Dynamics Add In active.  It is loaded, but I don't know how to make it active.  

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