Keeping Word Templates in synch with Report Writer


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

Comments (18)

  1. David Musgrave says:

    Posting from Mark Polino at DynamicAccounting.net

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

  2. JKSeymour says:

    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.

  3. Dave Dusek [MSFT] says:

    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.  

  4. janine winterbach says:

    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?

  5. Dave Dusek [MSFT] says:

    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.  

  6. Crystal Clear says:

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

  7. bbucher says:

    After the installation of the Word Template Plug-in for GP, fire up Word and you need to go into the Word options, Customize Ribbon,  and enable the 'developer' tab, because it is not enabled by default out of the box and the installation of the Add-in doesn't enable it neither…

    Once this done, when you open a GP Word Template from GP, select the Developer Tab and you should see a GP icon on the right side (Microsoft Dynamics GP Templates) with option likes 'Field List' and 'Add/Remove Source'.

    To be able to use a modified Word Template, you need to make sure the Alternate/Modified Forms & Reports security is set properly to the users. What I don't understand at this point is why GP prepares the Word Template with an .htm extension, thus firing IE up to display the report ????

    If anyone has experienced this, I'ld be glad to know how to fix it…

  8. Dave says:

    The only time the report should print with an htm extension is if it can't find the word template.  In the report destination, if you select template and GP can't find it, it will send the report to html with a .htm extenstion.  So then you need to look at what security is set to and what template is set to default, that type of thing.  If you can't see the problem, then go back to the original non modified and see if that works.

  9. Marisol says:

    Hello!  Is there a way to create templates for Project Accounting invoices?

    Thanks

    Marisol

  10. Patrick Roth [MSFT] says:

    Marisol,

    Yes, you would export the xml as Dave describes above and then use the dag.exe tool to generate a template from that.  At that point, it shouldn't be any different than any existing template.

  11. Haroon Attari says:

    Hello Dave

    Is there any possibility of adding 'Calculated field' in word template.  

    Thanks

    Haroon

  12. David Musgrave says:

    Hi Haroon

    Calculated Fields from a Report Writer report will be included.  You just need to sync the template with the report.

    Either use the method in this post.

    Or create a new template based on your current one, which will now have the new fields included.

    David

  13. HaroonAttari says:

    Thanks David

  14. HaroonAttari says:

    I had to add a calculated field so I added one field to default report and exported it's XML and imported the same in Word Template and also added my required field to word template.

    Now, when I am adding this word template to Microsoft Dynamics GP, I am getting this error "The template you selected cannot be added to this report.". Any idea about this error.

  15. David Musgrave says:

    Hi Haroon

    The most common reason is that the document is still open in Word. Make sure all instances of Word are closed.

    If you still have trouble, please log a support case. The blog's comments is not the appropriate platform for support.

    Thanks

    David

  16. Yvan says:

    I am trying to send by email in PDF format a Blank  Sale Invoice trom Template created from the xml RW file with no success. I went through the assign process for company and Customer as describe in the documentation.

    Every time i try to send with email i receive the "A Word Template must be assigned before sending this document….

    Any idea?

    Regards

  17. Michael La Brie says:

    Good info and thank you for doing this post

  18. Karen Kirbis says:

    My documents are in sync, but I cannot get the "global" company name and company address1, 2,3 to actially show up on the template. They do print on he standard form

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