The Word template functionality in Dynamics GP opens up a number of new options and flexibility in designing forms including Sales Invoices, Purchase Orders, Check Remittances and more. Rather than recreate much of the documentation that has already been produced by the Dynamics GP community we’ll point you to articles and tips that we’ve found most helpful in getting started.

Assuming the template functionality is already installed and you’re attempting to create new templates on your own for the first time, the following article by David Musgrave will get you started and hopefully shorten your learning curve.

Modifying Microsoft Dynamics GP 2010 Word Templates

If the template functionality isn’t installed yet or it’s not working as expected the following tips may help:

• If you are going to modifying forms, you must install the Microsoft Word Add-in on each computer that will be used to modify forms. Check to make sure it’s installed in Control Panel under Programs and Features or in GP under the menu option “Reports” for “Template Configuration”.
• When you install Dynamics GP, Open XML SDK 2.0 for Microsoft Office should also install.
• In Microsoft Word, make sure that you can see the Developer tab, if you can’t, simply add it using the Options tab. Also, when saving templates, always “Save As” and mark the “Maintain Compatibility" option.
• After creating your templates you may run into the following error the first time you use it. Error- “One or more templates could not be processed. View the exception log for more details”. Dave Dusek details how to turn on the exception logging and how to begin to troubleshoot your issue here.

If you’re still relying on Report Writer for your forms, now may be the time to improve your knowledge of this great functionality and get your forms looking like they should.