Autopopulate fields/bookmarks in Form Letters
Autopopulate fields/bookmarks in Form Letters
(OP)
I have been a user of Epicor 7.2 for 8 years. Although not a developer, I have a good understanding of the table structure and programming.
I am unclear on how to add new fields via a word template for Epicor to use in auto-populating Form Letters from the Call, Sales Order or RMA tables.
I have one master Word.dot that has the bookmarks created that I copy and use to create new tForm letters; but I am limited to the few initial Bookmarks that were created in a master Word.dot.
BkCall_Call_Num:
BkRMAMain_RMA_Num
BkPerson_PriPhone
BkCall_Product
BkOrdPart_Description
BkCall_SerialNum
BkOrg_OrgName
BkPerson_Address1
BkPerson_Address2
I have tried using the add bookmarks function in the Word.dot,but I do not seem to get it right. What is the protocl and naming convention to adding these Bookmarks in the Word,dot so Epicor ses them?
I apologize if this is a simple question.
Thanks, Matt
I am unclear on how to add new fields via a word template for Epicor to use in auto-populating Form Letters from the Call, Sales Order or RMA tables.
I have one master Word.dot that has the bookmarks created that I copy and use to create new tForm letters; but I am limited to the few initial Bookmarks that were created in a master Word.dot.
BkCall_Call_Num:
BkRMAMain_RMA_Num
BkPerson_PriPhone
BkCall_Product
BkOrdPart_Description
BkCall_SerialNum
BkOrg_OrgName
BkPerson_Address1
BkPerson_Address2
I have tried using the add bookmarks function in the Word.dot,but I do not seem to get it right. What is the protocl and naming convention to adding these Bookmarks in the Word,dot so Epicor ses them?
I apologize if this is a simple question.
Thanks, Matt
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