Using Word Templates

You can assign a Word template to a report so that when the report is printed, a Word document is generated instead of a Dexterity report. Printing a report output in Microsoft Word format provides several improvements such as support for any font, better graphics support for images such as logo, support for Microsoft Word features such as watermarks, as well as any user with Microsoft Word can view the report. Features that are not available include no running sums on pages and no page headers or page footers in the report. All page headers and page footers must be implemented using feature provided by Microsoft Word.

The following Signature Service Management reports have a corresponding Word template available:

For information about creating, modifying, or troubleshooting Word templates, see the Microsoft Dynamics GP Report Writer User Guide, Part 9.

Enabling and Assigning Templates

Enabling Report Templates

1. Go to Administration > Reports > Template Configuration Manager.
2. Mark Enable Report Templates.
3. Select Save.

Assigning a Template

The steps below are for assigning the corresponding Word template to the Service Invoice 1 report.

1. Go to Administration > Reports > Template Maintenance.
2. Select the Report Name drop-down.
3. Select More Reports.
4. In the Reports window, select the following options:
   • Product - WennSoft Products
   • Series - 3rd Party
   • Status - Original
   • Report - SV_Invoice_Type1w
5. Select Select.
6. In the Report Template Maintenance window, to select the template to use, select the green plus size above the template scrolling window.
7. Navigate to <installation location>\Microsoft Dynamics\GP2016\Signature\Word Templates, and then select SV_Invoice_Type1w.docx.
8. Select Open.
9. In the Report Template Maintenance window, select Assign, select Company, and then mark the checkbox next to the appropriate company.
10. Select Save.

Printing the Assigned Template Report

Printing a report that has a Word template assigned is simply a matter of printing the report as you normally would.

For example, to print Invoice 1 with the Word template assigned:

1. In the Service Invoice window, select Print, select Invoice 1.
2. Select the destination and then select OK.