Copying Reports and Word Templates to Create History Versions in Dynamics GP

Copying Reports and Word Templates in Dynamics GP

Here’s a time saving way to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Template.

Once you have modified the SOP invoice form that is in use and made it into a Word Template, this method will save you time in making the history version of the invoice also a Word Template.

Here are the steps for the Report Writer versions of the reports.

Step 1: Go to Microsoft Dynamics GP button > Tools > Customize > Customization Maintenance

Step 2: Export the SOP Blank Invoice
Word Template in Dynamics GP

Step 3: Open the exported report in Notepad

  • Change the top line where you see the Report Name as “SOP Blank Invoice Form” so that it has History between Blank and Invoice. Here is what it should look like:
    <Component Name=”SOP Blank History Invoice Form” ProductId=”0″ Object=”Report” > Report “SOP Blank History Invoice Form”
  • Then click Edit > Replace
    • Find SOP_HDR_WORK and replace with SOP_HDR_HIST
    • Click Replace All
  • Then click Edit > Replace
    • Find SOP_LINE_WORK and replace with SOP_LINE_HIST
    • Click Replace All
  • Click File > Save As and save the updated package file with a new name
    Word Template in Dynamics GP

Step 4: Go into GP to Microsoft Dynamics GP button > Tools > Customize > Customization Maintenance and import the newly saved package file. It should import in as the SOP Blank History Invoice Form and replace what is already there.
Word Template in Dynamics GP

Step 5: Go into Report Writer and update the Segment options so the report can be emailed (Microsoft Dynamics GP button > Tools > Customize > Report Writer)

  • Select Microsoft Dynamics GP as the product
  • Click the Reports Button
  • Highlight SOP Blank History Invoice Form and click Open
  • Click the Layout button
  • In the Report Layout, click Tools and select Section Options
  • In the Report Header area, highlight Dummy 1 and click the Open button.
  • The Report Table is not correct after copying the SOP Blank Invoice to create the SOP Blank History Invoice. Change the Report Table to Sales Transaction Amounts History and highlight SOP Number as the Field.
    Word Template in Dynamics GP
  • Click OK or Save on all windows, and return to Dynamics GP.

Step 6: Set up the Alternate/Modified Forms and Reports to use the modified report

  • Click Microsoft Dynamics GP button > Tools > Setup > System > Alternate/Modified Forms and Reports
  • Select the ID (usually DEFAULTUSER)
  • Select the following
    • Product = All Products
    • Type = Reports
    • Series = All
  • Open the Sales folder and the SOP Blank History Invoice Form and mark the radio button for Microsoft Dynamics GP (Modified) to use the modified version of the report

From this point on you can follow the normal process to modify and put into production the history version of your SOP invoice on Word Templates. Download this PDF for full instructions. 

If you need more information or assistance, contact us at support@crestwood.com.

Leave a Reply