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Export to word

Former Member
0 Kudos

Hi,

Anybody please explain how to modify and take printout of the documents(A/R Invoice, Delivery, Sales Order etc.,) thru' MS Word.

It would be really appreciated.

Regards,

Venkatesan G.

Edited by: Philip Eller on Jun 20, 2008 10:28 AM

Edited by: Philip Eller on Jul 4, 2008 10:13 AM*

Accepted Solutions (1)

Accepted Solutions (1)

helen_sun
Active Participant
0 Kudos

Hi,

Please check the files under the folder:

\Program Files\SAP\SAP Business One\WordDocs\

It is possible to export sales and purchasing documents to MS-Word via

SAP Business One.

This export is done using special predefined templates compatible for

SAP Business One.

Inside SAP Business One client directory, there is a folder named

"WordDocs".

In this folder, SAP Business One stores the templates for the Export to

Word process.

The template named "Docmnhl1" is used for exporting sales and purchasing

documents.

This is an editable template; the user can add and remove system fields

and columns as required.

The rest of the templates are predefined and are not editable.

However, it is possible to add free text and images to all templates.

Best Regard

Helen Sun

Former Member
0 Kudos

Hi,

Thanks all,

I' ve the document which has been suggested.

My issues are

1. How to edit the word file. As In the document, how to view(add the tool) the Drop down list which enables to add the fields to the template.

2. If document has been exported with "Export to Word" icon, it is displaying the word template not the document.

How to export the document content not the fields of the template to word

Please suggest me with the relevant solution.

Regards,

Venkatesan G.

former_member186095
Active Contributor
0 Kudos

Hi,

for no. 2 problem, you must set the macro security level to be medium.

But prior to set, have you really defined correctly the path of word document in the general settings --> path tab ? if yes, just make sure if macro setting has been set to medium level by clicking tools --> option in the word document that contains the field. afterwards, close again and then reexporting.

Rgds,

Former Member
0 Kudos

Hi Jimmy,

Thanks, Partially my problem get solved. I have doubt.

1. The same format to be used for all the document viz. purchase order, sales order, Delivery, AR/ Invoice etc., I need to have a different format for each documents. Is it possible and if how it will be provided.

And expecting solution for my first problem.

Thanks & Regards,

Venkatesan G.

former_member186095
Active Contributor
0 Kudos

Venkatesan,

I am not sure if it will be possible. I think the path governed us and in the path we can't choose the word document format we like.

I only suggest to change the path each time you want to export to word using different format you have made, e.g. if you want to export to word the document PO, then change the path to the folder where the PO document format is available.

Rather than make the folders (other language that english) unused, you can utilize the ffolders to store the new format In word document that suitable for the SBO document you want to import e.g PO, TO or Pro Order etc. But prior to use it, but moving the original format (Docmnhl1.doc) to other new folder that can't be inserted into the path from all folders in different language. The new format you have created must still have same word file name i.e.Docmnhl1.doc

Rgds,

Answers (2)

Answers (2)

canna_mu
Explorer
0 Kudos

Hello Venkatesan,

There is documentation available on SAP Documentation Resource Center regarding this topic, please kindly have a look.

Regards,

Canna Mu

SAP Business One Forums Team

former_member187989
Active Contributor
0 Kudos

hi venkat,

Pl go thru documents in document resource centre

"How to Edit MS Word Template" .

It will answer your problem.

Jeyakanthan

Former Member
0 Kudos

Could you plase gieve me the URL because I have a problem with docmnhl1.doc. Pull-down lists do not have enough choices.

I neeed to add more data such as UDF.

And also, some of pull-down lists are not working because I do not get the data when I export to MS Word.

Thank you