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Introduction ..................................................................................................................... 4
Scenario .......................................................................................................................... 4
Expose Microsoft Dynamics AX Data to the Microsoft Office Add-Ins .............................. 5
Demonstration: Create a Document Data Source ..................................................... 5
Create a Word Template with Place Holders for Microsoft Dynamics AX Data ................ 6
Demonstration: Create a Data Connection................................................................ 6
Demonstration: Add Static Data to the Template ...................................................... 9
Demonstration: Add Place Holders to the Template ................................................ 11
Demonstration: Add Lines with Labels to the Template........................................... 12
Demonstration: Test the Template .......................................................................... 14
Demonstration: Filter the Data and Populate the Template ..................................... 15
Demonstration: Save the Template to the SharePoint Template Library ................. 16
Document Types ........................................................................................................... 17
Demonstration: Create a Document Type ............................................................... 17
Generate a Document from a Template ........................................................................ 19
Demonstration: Generate a Return Order Document .............................................. 19
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Introduction
This hands-on-lab reviews how to use the Microsoft Office Word Add-Ins to create a
template for vendor returns. This lab demonstrates how System administrators or SuperUsers can use the add-ins to create a template and map the template to a specific
source document.
You can use the Microsoft Office Add-Ins to create word document templates that will be
populated with system data from a source document, such as a purchase order. The
template can then be made available directly from the Purchase order form so that users
can quickly and easily create a new document with specific information related to the
selected purchase order.
Scenario
Susan, the Accounts Payable Manager, has noticed many inconsistencies in the vendor
return process. These inconsistencies and lack of data for certain returns is causing the
refunds for certain vendor returns to be delayed or even denied because the proper
information is not provided to the vendor when the products are returned.
She has decided that this process needs to be reviewed and a document template for
vendor returns should be created. The new vendor return document template will include
all the necessary information that is required by the vendors to process a return in a
timely manner.
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Note:
If you close this pane, it can be reopened by clicking Add Data and selecting
the data source, and then clicking OK.
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Note:
This example starts from a blank word document. However, there are many
different word templates with static text and formatting available on the
Office.com site.
1. In the blank word document with a data connection that you created add the
company name, address, phone number and fax number. Use the following
screen sheet as a sample. You can use the font, font size and other standard
word formatting tools to change the appearance.
Note:
This example uses Arial Black for the company name and Arial for the
remaining text.
2. Next add a column to the document by using the Columns button on the
Page Layout tab of the Action Pane. Then add some static text for the
document name, Original purchase order, and RMA number.
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Note:
This example uses a table with two columns and no borders for the Original
PO Number and RMA number fields. To insert a table, click the Table button
on the Insert tab of the Action Pane. To remove the borders on the table, use
the Borders icon on the Home page of the Action Pane.
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8. Set the cursor in the cell below the Item number label.
9. Select Item number from the Microsoft Dynamics AX Pane, and then click
Insert as column.
Note:
Continue adding static text, placeholders, and formatting the template until
you have added all the data that is required.
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Note:
A new window will open with the template populated for the first purchase
order in the system.
5. Close the document that is populated with data, and do not save the data.
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Document Types
Once you have created a document template and saved it into the template library, you
must create a document type in Microsoft Dynamics AX 2012. The document types are
used to map the template to the source document.
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Note:
Note:
You can create many different templates for the same source document.
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