Hi, Kimberly, This isn't too hard to do, but there are a lot of steps, depending on how you're using the forms (standard or template) and whether they're already modified. Following are general instructions, which may not be enough if you're brand-new to this. Step 1 is to make any modifications you would like to the standard report, using Report Writer. The changes you describe are pretty easy, and shouldn't break anything. You can sometimes break a report writer form, by deleting necessary fields, so you may just want to change them to "invisible." However, these specific changes should be fine, if you just want to delete those few fields you mention. Step 2, if you're not already using a modified version of the form, is to grant security to it. That would be under Microsoft Dynamics GP >> Tools >> Setup >> System >> Alternate/Modified Forms & Reports. If you are not using Word Templates, then that is all you need to do. If you ARE using Word Templates, then Step 3 is to create or update a Template. First you would want to print the STANDARD form to an xml file, so that you can update the field source in the template. Then, you can drag & drop fields, as needed. The Templates have a few rules, such as that you can only have one field per cell (these templates are comprised of tables). Also, the fields you add must match the table location where they display on the Standard report. When you have the Template the way you want it, save it somewhere easy such as your desktop. Then, you must re-import that updated template. If you hadn't used templates previously, you may also need to assign the template to the company and/or to selected customers. Hopefully, this will get you started. See how far you get, and post back if you have specific questions.
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