SoCal GPUG Meeting – May 2014. Agenda Word Template Features DEMO – Add Company Logo to the Word Templates Requirements for Modifying Word Templates DEMO.

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Presentation transcript:

SoCal GPUG Meeting – May 2014

Agenda Word Template Features DEMO – Add Company Logo to the Word Templates Requirements for Modifying Word Templates DEMO – Modify and Assign a Word Template Features and Requirements DEMO – Setup and Functionality Resources

Word Template Features Integrate directly with Microsoft Word Utilize existing Dynamics GP security model Multiple templates for each report Assignment of templates to the customer/vendor Utilize existing functionality 32 Word templates available (customer facing) GP2013 – templates available for all reports via Word Template Generator (GP2010 version available on Customer Source)

DEMO Add a Company Logo to the Word Templates

Modifying Word Templates Microsoft Word (2007 or greater) installed Install Microsoft Dynamics GP Add-In for Word Turn on the Developer Tab in Word Turn on display options in Word (paragraph marks, hidden text and object anchors) Turn on advanced options in Word (show bookmarks and show text boundaries)

DEMO Turn on advanced features in Word Modify an existing Word template Assign a Word template

Features Support for multiple document types (DOCX, HTML, PDF and XPS) Integrates with Word Templates Specific Customer/Vendor setup Multiple message templates Option to embed or attach documents

New Features in GP2013 Password protection Support for 64-bit Office Customer Statements using Word Templates indicators (Navigation Lists)

Features Coming - GP2013R2 One stop process to print and Print or any report in Word format based on document type Workflow notifications messages can contain line item details

Templates Sales – Quotes, Orders, Invoices and Fullfillment Orders Receivables – Invoices, Returns, Debit and Credit Memos, Finance Charges, Service/Repairs and Warranties Purchase Order – Vendor Remittance GP2013 – Customer Statements, Sales Back Orders and Packing Slips

Requirements Microsoft Dynamics GP2010 or greater Microsoft Word 2007 or greater Sending/viewing of files in.docx format does not require Word to be installed

DEMO setup functionality

Resources Report Writer User’s Guide – Part 9: Word Templates System User’s Guide – Chapter 26: Word Template Maintenance System Setup Guide – Chapter 16: Setup for Documents Microsoft Channel 9 – Word Templates (Brian Meier) Developing for Dynamics GP Blog (Dave Musgrave) Modifying GP Word Templates How to use the Microsoft Dynamics GP Word Template Generator (Ian Grieve) microsoft-dynamics-gp-word-template-generator.aspx microsoft-dynamics-gp-word-template-generator.aspx