The Word Template functionality in Microsoft Dynamics GP is pretty awesome. Word Templates make it really easy to update the look and feel of your customer facing documents, and you can email them directly out of GP. You can even have separate document types for your different companies and your different customers. All this sounds great… right? Word Templates are great, once they are setup and fully functioning. However, getting them to that point can be frustrating if you are not willing to put in the time and effort to make them what you want and need them to be.
I have found several things that can trip you up when working with Word Templates in Dynamics GP. Top among them are security settings and report settings. Before starting you will need to know which users will need access to use and edit the templates. It is also important to know whether the current documents are the original or modified versions of the report from Report Writer. Below I have listed the main pitfalls I have seen while developing Word Templates, and what I have found that works to avoid the pain they can cause.