[Lisa Levendusky]

Please help, I keep running into roadblocks….  I want to modify our A/R statement slightly.  I only want to remove the contact line in the customer’s address (we use the field in the card, but do not want it to print on the form).  I have tried going to Reports, Template Maintenance, and I believe have found the form we use (user-definable form), but when I try to edit and go to Word, it tells me

“Refer to the Microsoft Dynamics GP documentation for information about creating a template.”  I’m not creating a new one, I’m trying to edit it (the modify button is greyed out).  What am I doing wrong??

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Lisa Levendusky
Exceptional Persons, Inc.
Waterloo IA
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[Steve Erbach]

Lisa,

It’s possible that GP hasn’t found Microsoft Word. Are you running GP in a terminal server (TS) or remote desktop server (RDS) environment… or do you have GP installed separately on each user’s PC? If it’s a TS/RDS, then Microsoft Word has to be installed on the server.

Might that be the issue?

Regards,

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“Sparkly” Steve Erbach – Business Analyst & MS Dynamics Platform Administrator
WOW Logistics – Appleton, WI
+-VP for Communication, GPUG WI (Milwaukee) Chapter
| Co-Chair, GPUG WI (Green Bay) Chapter
| GP 2013 R2 (12.00.1801)…go-live on GP 2016: 23-Jan-2017!
+-MR 2012 CU15 (found — and reported — my very own bug!)
Blog: https://www.gpug.com/blogs/steve-erbach
Twitter: @serbach
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[Diana Doane]

Are you using Word Templates already for your AR Statements?  That is the area you are accessing by going to Template Maintenance. 

If you are using a modified version of the standard GP AR Statement Report that is accessed thru Report Writer.  And you would need to be sure you are modifying the correct report.  There are multiple versions (Short, Long, Other and Blank).

Can provide further help if we now which method of reporting currently used.  The error sounds like you may be attempting to modify an ‘original’ word template which it will not let you do.

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Diana Doane
Ascend Learning, LLC
Leawood KS
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[Leslie Vail]

Hi,
You will get this message if you create a ‘new’ version and do not choose an existing template to copy from. Let me go through what I mean. Let’s say I want to edit the statement and go to the Report Template Maintenance window. From there I select the RM Statement on Blank Paper Template* and then select the Modify button. I’ll get a dialog box saying “Default template cannot be modified. Choose the New button to copy a default template that you can edit”.
From here I push the OK button. Back on the Report Template Maintenance window I select the same template, only this time I select the New button. On the New Template window, I select the Create button. Next, on the Report Template Maintenance window I select the Modify button. Word will open and “Refer to the Microsoft Dynamics GP documentation for information about creating a template.” will appear at the top of the document. It’s possible your company is NOT using the Word Template to print your statement.
If you print a statement to the window and then select ‘Modify’, and the Report Writer opens, you are not using a template and need to modify your statement in Report Writer. Modify the Layout in Report Writer and then grant access to the modified report.
If you are , in fact using a template, check back and we can give instructions that are template specific.
Kind regards,
Leslie

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Leslie Vail
Accounting Systems Consulting, Inc.
Dallas TX
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[Lisa Levendusky]

Thanks Leslie – that is exactly what I was doing and what was happening, we are using a modified version.  So I printed the statement to the screen, and hit Modify, and then simply deleted the contact field from the statement.  That did it!  Thank you all!

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Lisa Levendusky
Exceptional Persons, Inc.
Waterloo IA
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[Steve Erbach]

Lisa,

Leslie is the master!

Regards,

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“Sparkly” Steve Erbach – Business Analyst & MS Dynamics Platform Administrator
WOW Logistics – Appleton, WI
+-VP for Communication, GPUG WI (Milwaukee) Chapter
| Co-Chair, GPUG WI (Green Bay) Chapter
| GP 2013 R2 (12.00.1801)…go-live on GP 2016: 23-Jan-2017!
+-MR 2012 CU15 (found — and reported — my very own bug!)
Blog: https://www.gpug.com/blogs/steve-erbach
Twitter: @serbach
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[Leslie Vail]

Thank you for putting a sparkle in my day!

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Leslie Vail
Accounting Systems Consulting, Inc.
Dallas TX
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[Steve Erbach]

Thank you for allowing me to don your hat & cape!

Sincerely,

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“Sparkly” Steve Erbach – Business Analyst & MS Dynamics Platform Administrator
WOW Logistics – Appleton, WI
VP for Communication, GPUG WI (Milwaukee) Chapter
Co-Chair, GPUG WI (Green Bay) Chapter
GP 2016 (16.00.0439)
MR 2012 CU15
Blog: https://www.gpug.com/blogs/steve-erbach
Twitter: @serbach
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