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
This blog is for Dynamics AX (AXAPTA) Developers,this will help you for your development issues. This site contains some Microsoft Dynamics AX X++ Codes for use in your day to day use.
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This article is really fantastic and thanks for sharing the valuable post.
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