1. Word Templates and Email in Microsoft Dynamics GP
Michael Zerr

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

3. 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

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

5. SETUP
Administration >> Setup >> Company >> Settings
Make sure top two are checked and DOCX are checked

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

7. Purchasing document setup
Purchasing >> Setup >> Settings

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

9. CUSTOMER

10. CUSTOMER
Cards >> Sales >>

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

12. 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

13. 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

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

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

16. Default template

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

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

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

20. Customize your template

21. Customize your template

22. Customize your template

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

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

25. Assign customer
Assign by class or individual customer

26. 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)

27. 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

28. 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

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