This feature is supported by Office Accounting 2007, but not by SBA 2006.
If you use Office Accounting 2007, please try the following: On the quote/order/invoice form, go to Actions->Manage Word Templates and select the template you want to modify. Word will be launched and have the template loaded. On the "Document Actions" pane on the right side of the Word window, you will see the list of fields that includes several "User-Defined Fields". You can double click any field in the list to add the field to the Word template.
Hope this helps. Ning
"Stephen" <Step...@discussions.microsoft.com> wrote in message
I added a field which I named "Units" into my Inventory form. It is then on each line of the Products in my Quotes form.
1) I can't insert [Units] or anything other field into the SALESQUOTELINE section in the Word document.
2) Actually [Units] at first it didn't even exist until I modifed the schema. Then I actually was able to insert it into the Line after I changed the XML schema and added the word field name Units -but all it does it add the placeholder, but doesn't fill in the information.
3) I tried sticking it into the document and not in the salesquoteline, and also with no success.
"Ning Sun (MS)" wrote: > This feature is supported by Office Accounting 2007, but not by SBA 2006.
> If you use Office Accounting 2007, please try the following: > On the quote/order/invoice form, go to Actions->Manage Word Templates and > select the template you want to modify. > Word will be launched and have the template loaded. On the "Document > Actions" pane on the right side of the Word window, you will see the list of > fields that includes several "User-Defined Fields". You can double click any > field in the list to add the field to the Word template.
Stephen, I guess you want to export user-defined fields on item lines to Word. Unfortunately Office Accounting 2007 doesn't support this. It only supports user-defined fields on the document level, not on the lines.
Regards, Ning
"Stephen" <Step...@discussions.microsoft.com> wrote in message
> I added a field which I named "Units" into my Inventory form. It is then > on > each line of the Products in my Quotes form.
> 1) I can't insert [Units] or anything other field into the SALESQUOTELINE > section in the Word document.
> 2) Actually [Units] at first it didn't even exist until I modifed the > schema. Then I actually was able to insert it into the Line after I > changed > the XML schema and added the word field name Units -but all it does it add > the placeholder, but doesn't fill in the information.
> 3) I tried sticking it into the document and not in the salesquoteline, > and > also with no success.
> "Ning Sun (MS)" wrote:
>> This feature is supported by Office Accounting 2007, but not by SBA 2006.
>> If you use Office Accounting 2007, please try the following: >> On the quote/order/invoice form, go to Actions->Manage Word Templates and >> select the template you want to modify. >> Word will be launched and have the template loaded. On the "Document >> Actions" pane on the right side of the Word window, you will see the list >> of >> fields that includes several "User-Defined Fields". You can double click >> any >> field in the list to add the field to the Word template.
"Ning Sun (MS)" wrote: > Stephen, > I guess you want to export user-defined fields on item lines to Word. > Unfortunately Office Accounting 2007 doesn't support this. It only supports > user-defined fields on the document level, not on the lines.
> > I added a field which I named "Units" into my Inventory form. It is then > > on > > each line of the Products in my Quotes form.
> > 1) I can't insert [Units] or anything other field into the SALESQUOTELINE > > section in the Word document.
> > 2) Actually [Units] at first it didn't even exist until I modifed the > > schema. Then I actually was able to insert it into the Line after I > > changed > > the XML schema and added the word field name Units -but all it does it add > > the placeholder, but doesn't fill in the information.
> > 3) I tried sticking it into the document and not in the salesquoteline, > > and > > also with no success.
> > "Ning Sun (MS)" wrote:
> >> This feature is supported by Office Accounting 2007, but not by SBA 2006.
> >> If you use Office Accounting 2007, please try the following: > >> On the quote/order/invoice form, go to Actions->Manage Word Templates and > >> select the template you want to modify. > >> Word will be launched and have the template loaded. On the "Document > >> Actions" pane on the right side of the Word window, you will see the list > >> of > >> fields that includes several "User-Defined Fields". You can double click > >> any > >> field in the list to add the field to the Word template.
> >> Hope this helps. > >> Ning
> >> "Stephen" <Step...@discussions.microsoft.com> wrote in message > >> news:528F855A-82E0-4F5D-8BE5-CD0CFFEECF41@microsoft.com... > >> > I've created a few very relevant user-defined fields in my various > >> > online > >> > forms.
> >> > I need them to be printed in the quotes, sales and invoice documents > >> > that > >> > open up in Word.
> >> > I have had no success inserting them. I even manipulated the > >> > underlying > >> > XML > >> > template, and I still got no results.
> >> > I am at a loss as to how to do something that should be so simple.
> >> > Is this even possible, and how would I do it?
"Stephen" wrote: > That's exactly what I want to do. > It's important too!
> "Ning Sun (MS)" wrote:
> > Stephen, > > I guess you want to export user-defined fields on item lines to Word. > > Unfortunately Office Accounting 2007 doesn't support this. It only supports > > user-defined fields on the document level, not on the lines.
> > > I added a field which I named "Units" into my Inventory form. It is then > > > on > > > each line of the Products in my Quotes form.
> > > 1) I can't insert [Units] or anything other field into the SALESQUOTELINE > > > section in the Word document.
> > > 2) Actually [Units] at first it didn't even exist until I modifed the > > > schema. Then I actually was able to insert it into the Line after I > > > changed > > > the XML schema and added the word field name Units -but all it does it add > > > the placeholder, but doesn't fill in the information.
> > > 3) I tried sticking it into the document and not in the salesquoteline, > > > and > > > also with no success.
> > > "Ning Sun (MS)" wrote:
> > >> This feature is supported by Office Accounting 2007, but not by SBA 2006.
> > >> If you use Office Accounting 2007, please try the following: > > >> On the quote/order/invoice form, go to Actions->Manage Word Templates and > > >> select the template you want to modify. > > >> Word will be launched and have the template loaded. On the "Document > > >> Actions" pane on the right side of the Word window, you will see the list > > >> of > > >> fields that includes several "User-Defined Fields". You can double click > > >> any > > >> field in the list to add the field to the Word template.
> > >> Hope this helps. > > >> Ning
> > >> "Stephen" <Step...@discussions.microsoft.com> wrote in message > > >> news:528F855A-82E0-4F5D-8BE5-CD0CFFEECF41@microsoft.com... > > >> > I've created a few very relevant user-defined fields in my various > > >> > online > > >> > forms.
> > >> > I need them to be printed in the quotes, sales and invoice documents > > >> > that > > >> > open up in Word.
> > >> > I have had no success inserting them. I even manipulated the > > >> > underlying > > >> > XML > > >> > template, and I still got no results.
> > >> > I am at a loss as to how to do something that should be so simple.
> > >> > Is this even possible, and how would I do it?
Is this feature available now in Business Accounting Pro 2007. How can I get the user-defined fileds on my invoice displayed on the word template which should be sent by e-mail to my client?
This is extermely important. Is there a way to do this?
"Ning Sun (MS)" wrote: > Stephen, > I guess you want to export user-defined fields on item lines to Word. > Unfortunately Office Accounting 2007 doesn't support this. It only supports > user-defined fields on the document level, not on the lines.
> > I added a field which I named "Units" into my Inventory form. It is then > > on > > each line of the Products in my Quotes form.
> > 1) I can't insert [Units] or anything other field into the SALESQUOTELINE > > section in the Word document.
> > 2) Actually [Units] at first it didn't even exist until I modifed the > > schema. Then I actually was able to insert it into the Line after I > > changed > > the XML schema and added the word field name Units -but all it does it add > > the placeholder, but doesn't fill in the information.
> > 3) I tried sticking it into the document and not in the salesquoteline, > > and > > also with no success.
> > "Ning Sun (MS)" wrote:
> >> This feature is supported by Office Accounting 2007, but not by SBA 2006.
> >> If you use Office Accounting 2007, please try the following: > >> On the quote/order/invoice form, go to Actions->Manage Word Templates and > >> select the template you want to modify. > >> Word will be launched and have the template loaded. On the "Document > >> Actions" pane on the right side of the Word window, you will see the list > >> of > >> fields that includes several "User-Defined Fields". You can double click > >> any > >> field in the list to add the field to the Word template.
> >> Hope this helps. > >> Ning
> >> "Stephen" <Step...@discussions.microsoft.com> wrote in message > >> news:528F855A-82E0-4F5D-8BE5-CD0CFFEECF41@microsoft.com... > >> > I've created a few very relevant user-defined fields in my various > >> > online > >> > forms.
> >> > I need them to be printed in the quotes, sales and invoice documents > >> > that > >> > open up in Word.
> >> > I have had no success inserting them. I even manipulated the > >> > underlying > >> > XML > >> > template, and I still got no results.
> >> > I am at a loss as to how to do something that should be so simple.
> >> > Is this even possible, and how would I do it?
Hi Teuf, For how to use user defined field in Word template, please see my post on another thread initiated by you. Yes. You can use it for email also.
Thanks, Ning
"Teuf" <T...@discussions.microsoft.com> wrote in message
> Is this feature available now in Business Accounting Pro 2007. How can I > get > the user-defined fileds on my invoice displayed on the word template which > should be sent by e-mail to my client?
> This is extermely important. Is there a way to do this?
> thanks, > Bahi
> "Ning Sun (MS)" wrote:
>> Stephen, >> I guess you want to export user-defined fields on item lines to Word. >> Unfortunately Office Accounting 2007 doesn't support this. It only >> supports >> user-defined fields on the document level, not on the lines.
>> > I added a field which I named "Units" into my Inventory form. It is >> > then >> > on >> > each line of the Products in my Quotes form.
>> > 1) I can't insert [Units] or anything other field into the >> > SALESQUOTELINE >> > section in the Word document.
>> > 2) Actually [Units] at first it didn't even exist until I modifed the >> > schema. Then I actually was able to insert it into the Line after I >> > changed >> > the XML schema and added the word field name Units -but all it does it >> > add >> > the placeholder, but doesn't fill in the information.
>> > 3) I tried sticking it into the document and not in the salesquoteline, >> > and >> > also with no success.
>> > "Ning Sun (MS)" wrote:
>> >> This feature is supported by Office Accounting 2007, but not by SBA >> >> 2006.
>> >> If you use Office Accounting 2007, please try the following: >> >> On the quote/order/invoice form, go to Actions->Manage Word Templates >> >> and >> >> select the template you want to modify. >> >> Word will be launched and have the template loaded. On the "Document >> >> Actions" pane on the right side of the Word window, you will see the >> >> list >> >> of >> >> fields that includes several "User-Defined Fields". You can double >> >> click >> >> any >> >> field in the list to add the field to the Word template.
>> >> Hope this helps. >> >> Ning
>> >> "Stephen" <Step...@discussions.microsoft.com> wrote in message >> >> news:528F855A-82E0-4F5D-8BE5-CD0CFFEECF41@microsoft.com... >> >> > I've created a few very relevant user-defined fields in my various >> >> > online >> >> > forms.
>> >> > I need them to be printed in the quotes, sales and invoice documents >> >> > that >> >> > open up in Word.
>> >> > I have had no success inserting them. I even manipulated the >> >> > underlying >> >> > XML >> >> > template, and I still got no results.
>> >> > I am at a loss as to how to do something that should be so simple.
>> >> > Is this even possible, and how would I do it?
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