MS Word Templates: Custom Invoice and Purchase Order Formats in ...

Microsoft Dynamics GP 2010 includes several different ways to get information out of the system, from exporting to MS Excel , to various reporting methodologies (Report Writer, SQL Server Reporting Services, MS Word Templates, etc.).  One reporting method, in particular, provides additional functionality to the accounting package as a whole: Microsoft Word Templates.

With Microsoft Office 2007 (and later) and Dynamics GP 2010 users can now employ their knowledge of MS Word to modify predefined templates used when printing documents.  Some of the predefined documents provided with Dynamics GP 2010 include:

Sales Order Processing Quotes, Orders, and Invoices Receivables Debit Memos, Credit Memos and Finance Charges Purchase Orders and Packing Slips Payables Invoices, Returns, and Check Remittances

These documents can be opened directly in MS Word, modified and saved as new versions.  Once saved and enabled, Microsoft Dynamics GP 2010 allows you to define which customers or vendors receive specific document formats.  This functionality gives you the ability to send unique invoices and purchase orders to multiple customers and vendors from within the same company in Dynamics GP. 

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