Word Templates and Email in Microsoft Dynamics GP Michael Zerr

Why word templates EMAIL Ability to create multiple templates in one company based on class or customer/vendor Two logos in ONE company!

Supported documents SALES TEMPLATES EMAIL Sales Quote AR Return Sales Order AR Debit Memo Fulfillment Order AR Credit Memo Sales Invoice AR Finance Charge Sales Return AR Service/Repairs Back Order – GP 2013 AR Warranty Packing Slip – GP 2013 Customer Statement – GP 2013 AR Invoice

Purchasing Series EMAIL Standard PO Drop Ship PO Blanket PO Drop Ship Blanket PO Vendor Remittance

EMAIL SETUP Administration >> Setup >> Company >> E-mail Settings Make sure top two are checked and DOCX are checked

SETUP sales documents EMAIL Sales >> Setup >> E-mail Settings Need to setup a message ID, on lookup click new to create one.

Purchasing document setup Purchasing >> Setup >> E-Mail Settings

CUSTOMER/Vendor EMAIL Store address in the internet information field!

CUSTOMER EMAIL

CUSTOMER EMAIL Cards >> Sales >> EMAIL

Word Add In Required for all users that use MS Word Templates

Add Developer Tab to MS Word The add in allows you to customize the word templates and add fields from a field list icon. From word go to WORD OPTIONS >> POPULAR >> SHOW DEVELOPER OPTIONS

Add Developer Tab to MS Word 365 The add in allows you to customize the word templates and add fields from a field list icon. From word go to WORD OPTIONS >> CUSTOMIZE RIBBON

Template configuration manager Administration >> Reports >> Template Configuration Only enable for options you want to print the template for

PRINTING WORD TEMPLATES Templates will now print any time you print one of the reports

Default template

EMAIL CUSTOMER Can email an individual documents by pressing the EMAIL button If email is greyed out go to email button on customer/vendor card and make sure they are marked to receive email

EMAIL BATCH Can print/email all documents in a batch Remember to reprint need to select reprint

Customize your template Administration >> Reports >> Template Maintenance Will be blank the first time need to go to more reports

Customize your template

Customize your template

Customize your template

Customize your template Click modify then modify your word template in word. Save the template then click the + button to re-import the template

Assign Template Click assign button First need to assign it to company Then can assign to customer

Assign customer Assign by class or individual customer

Original vs Modified System will use ORIGINAL if GP report security is set to original System will use custom if GP report security is set to modified Is possible to have an Original “Modified” Report template (Don’t think about that too hard)

Word TEMPLATES When modifying a template remember to import it back into GP using the Report Template Maintenance GP Stores the template in the SQL database so you don’t need to share out the actual word document (but keep backups) When editing save early and save often Keep backups

TIPS on WORD TEMPLATES IF you need to add an additional field you MUST add the field in Report Writer first. Make sure security is then granted to the modified report. In word templates you then must use the MODIFED Template! Users should be local admins on the workstation Office must be installed! I haven’t had much luck modifying HEADER/FOOTER besides very simple changes

Useful links Adding developer tab Adding fields to word templates Word templates and citrix Word template performance