Friday, July 28, 2017

Dynamics GP - Print PO Word Template directly to PDF and save with dynamic filename including PO Number, Vendor Name


  • On each user's machine, install a pdf printer
  • Set pdf printer as default printer
  • Set the GP>user preferences to print to printer
  • (alternatively, you can setup named printers, and force the PO to the pdf printer)
  • Modify the "Purchase Order Print Options" screen to add a field that populates with the required path and filename using vba
  • User will select the filename and copy
    • You could also have vba copy the path and filename to the clipboard automatically
  • User prints to pdf
  • When the pdf printer prompts for the filename and location, user will paste filepath and name and save pdf

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