If an error is encountered, it will be related to the data on the line indicated. If there is an error, then the line on which the error occurred will be displayed in the error message as shown below: The final Step is to open Dynamics GP then Open the Sales Transaction Entry window and select Tools > Macro > Run and run the TaxUpdate.mac file that has just been created.Īfter the Macro runs successfully, all records will be in the database. It is necessary to paste the first line of text from the macro into the top line of the new document:įinally, save the document as a plain text document. Select All or a range of records to merge then click OK If the records are not accurate, then repeat the steps above to try and locate the problem. The first record from your import spreadsheet will be entered into the document. from the Insert Merge Field list, then click the Insert button then Close the Insert Merge Field window. The column headers and the data from the worksheet will appear in the list.Īfter the spreadsheet has been selected, Click Next: Write Your Letter
Note the checkmark for the First Row of data contains column headers. Select the appropriate worksheet then click OK. Select Use an existing list then click the browse button.īrowse to the location of the Excel spreadsheet that contains the import data.Įach worksheet of the spreadsheet will appear on the list. Select Use Current Document then click Next: Select recipients. Select the document Type of Directory then click Next: Starting Document. The following instructions apply when using MS Word 2016.Ĭlick the Mailings menu then click the Start Mail Merge button and select Step by Step Mail Merge Wizard The first line is a header that can only appear as the first line of the macro.
The first line of the macro must be deleted temporarily. The goal is to program Microsoft Word to recognize the data entered as a column in the import spreadsheet. Notice that each of the steps in the macro represents the movement to a field and the data that was entered. NewActiveWin dictionary 'default' form 'SOP_Entry' window 'SOP_Entry'ĪctivateWindow dictionary 'default' form 'SOP_Entry' window 'SOP_Entry'ĬommandExec dictionary 'default' form 'SOP_Entry' command 'Save Button_w_SOP_Entry_f_SOP_Entry' NewActiveWin dictionary 'default' form DiaLog window DiaLogĬommandExec dictionary 'default' form 'SOP_Summary_Tax_Entry' command 'OK Button_w_SOP_Summary_Tax_Entry_f_SOP_Summary_Tax_Entry' Are you sure you want to delete the existing entries? # Resetting these defaults will delete all current entries. NewActiveWin dictionary 'default' form 'SOP_Summary_Tax_Entry' window 'SOP_Summary_Tax_Entry'ĬommandExec dictionary 'default' form 'SOP_Summary_Tax_Entry' command 'Default Button_w_SOP_Summary_Tax_Entry_f_SOP_Summary_Tax_Entry' TypeTo field 'SOP Number', 'WEBQTE001710' Below is an example of what the macro may look like: # DEXVERSION=.000 2 2ĬheckActiveWin dictionary 'default' form 'SOP_Entry' window 'SOP_Entry' Open the text of the Macro in Microsoft Word. Save the Macro file with a name and location that can be easily located. As soon as the data entry is complete for the document, then click Tools> Macro> Stop. field use the Tab key to switch from one field to the next. Then immediately begin the data entry process starting at the Document No. Open the Sales Transaction Entry window then click Tools> Macro> Record. This Macro is based on opening each sales record and refreshing the Tax Information as an example.Ī spreadsheet with column headers that match each field name should be used, an example is shown below:Ĭreate a Dynamics GP Macro that will show the data entry into all of the fields that match the data entry spreadsheet. Be careful and make sure that there are no hidden spaces at the end of a record. NOTE: All data in the import spreadsheet MUST match the exact spelling of the data in each of the corresponding lookup tables. It is also important to populate all lookup tables prior to the Mail Merge process. Although it is possible to enter multiple Tab data all in one macro, it only increases the likelihood of data errors. The following example only references the Sales Transaction Entry Window. This method requires some advanced Microsoft Office expertise and can be problematic if the data in the spreadsheet is not set up properly, however, it will be much faster than manually typing all records into the Window. This method will allow the user to enter data into a spreadsheet and then create a macro to input the data into any Window.
Microsoft dynamics one doc merge manual#
One way to automate the manual entry process is to use a Mail Merge Macro in Dynamics GP.
Dynamics GP to Dynamics 365 Business Central.Dynamics NAV to Dynamics 365 Business Central.
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