Tag: Formats

How to Copy Word Template Formats

When working with Dynamics-GP we often go to format an invoice and realize that the return document or the order document are essentially the same format.  We don’t want to have to spend the same time manually formatting the other documents when it would be easier to just copy the formats.

It isn’t as easy as just renaming the word template and importing it into GP; but it isn’t that hard as well.  Below, I have documented the steps in the scenario of creating the SOP Blank Return from an already formatted SOP Blank Invoice word template. 

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