Using Word Templates in Dynamics GP
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Boost Your Presentation Skills with Free Word Templates
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Would you like to use Microsoft Word to produce invoices and purchase orders? Do you want the ability to email documents to your customers and vendors? Microsoft Dynamics GP 2010 Word Templates are free, ready-to-use documents offering new presentation capabilities for the traditional customer/vendor-facing Report Writer reports.Learn how to use these templates to send professional-looking documents to customers and vendors, add logos to invoices and purchase orders, increase access to Dynamics GP data and assign and modify selected forms.
Transcript of Using Word Templates in Dynamics GP
Boost Your Presentation Skills with Free Word Templates
What You Will Learn
What you will learn in this webinar The purpose of Word templates
Templates provided by Microsoft
How to configure Word to create templates
How to modify off-the-shelf templates
How to create new templates
Overview of Word Templates
Functionality that ships with GP 2010
Enables you to use Word to produce professional-looking documents
Utilize a specific set of Report Writer reports
Dexterity can be used to make additional Report Writer reports available
Overview of Word Templates
Use Report Writer for these reasons:
Define which tables are used for the report
Specify how data is sorted
Determine which sections the report has
Specify which fields are in each section
Define calculated values that appear on the report
Overview of Word Templates
Why use Word Templates
Support for any font
Better graphics support for images such as logos
Support for Microsoft Word features such as watermarks
Portability of the report. Any user with Microsoft Word can view the report.
Overview of Word Templates
Two features of Report Writer not available in Word
No running sums on page
No page headers or page footers in the report. All page headers and page footers must be implemented using feature provided by Microsoft Word.
Overview of Word Templates
How the system works
Templates Provided by Microsoft
Templates provided for Sales and Purchasing
Go to Reports Template Configuration to view the available templates
Templates Provided by Microsoft
Sales Reports
MC Statement Blank Form
RM Blank Document
RM Statement on Blank Paper
SOP Blank History reports (quote, order, invoice, packing slip)
SOP Blank reports (quote, order, invoice, packing slip)
Templates Provided by Microsoft
Purchasing
Check Remittance
PM Blank Document
POP History PO Blank Form
POP History PO Rollup Blank Form
POP PO Blank Form
POP PO Rollup Blank Form
Templates Provided by Microsoft
GP 2010 R2 will bring SOP return templates to the library
How to Configure Word
Use Word 2007 or 2010 to create and modify templates
You must install a Word add-in from the Dynamics GP setup menu
You must display the developer tab in Word
How to Configure Word
Word Display Options
Paragraph marks
Hidden text
Object anchors
Word Advanced Options
Show bookmarks
Show text boundaries
How to Modify Report Templates
Use Report Writer to add any fields, sorting options and other elements that should be in the report
Use Alternate/Modified Forms and Reports ID to set security for modified reports
BKD Technologies Support Center
Monday - Friday, 8 a.m. - 5 p.m., call our Support Center toll free at:
Dynamics GP - [email protected]
Where to Get More Information
BKD Technologies - 877.253.7778 or [email protected]
System Users Guide, Chapter 24 “Word Template Maintenance”
Report Writer User’s Guide, Part 9 “Word Templates”
Contact Info
Charles AllenBKD Technologies
Thank You For Attending Our Webinar
