20 December 2010

Convert the selected values from ax form to Word document template

Hi

Now you can create a user defined template and attach it to the Particular record using Document Handling feature.

Here we go
step 1: Open Microsoft Word, Create a Template / Design.
For Example: If the Field name is AccountName
Type Account Name in the word document and select Insert-> BookMark
In the Book mark Field give a name to refer that field in AX (ex: Account)
Step 2: Save the word document as a template (.dot or .dotx)
Step 3: Open AX, Basic->setup->Document Management -> Document Types
Step 4: Create New record, Type as Document, Class description as Create word document via COM, Group as Document.
Step 5: Click Options, Select the table name from the lookup (the table you want to attach the template)Ex: LedgerJournalTrans
Step 6: In the Template File field Browse and attach the template document u created in step 2.
Step 7: Click on the Fields Tab in the same form, create a new record, select the table name (same table name as step 5), Select the Data Field For Ex: Account Name
In the Book mark field enter the value, same u have given in the Word Template Bookmark. Click OK.
Step 8: Now create a Journal (EX: General Ledger -> Journals-> General Journal)
Step 9: Once u finished creating the Journal Lines, Select the Document Handling Icon in the tool bar.Create New ->Document(the name u have given in the step 4)
Step 10: Once u create the new document, the word template will open and the field value (Account Name) will be fetched in the document template. Like this u can add more fields and create bookmark and attach it with the Document types Form.

Regards
Praveen

1 comment:

Give me the commetns and solutions

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