Just in case this is of any help to others, here is the resolution (albeit a
slightly changed process than the client's prior v2018 system) I came up with for the Office Merge (Templates) issue during their v2021 Upgrade, i.e. a blank/errored Word doc appears upon clicking 'Merge'. The only thing I can think of that changed is they moved to Adv from Std. No matter what I tried I couldn't get
their Office Merge Templates to work how they work in their prior v2018, i.e. they just clicked 'Merge'.
- After clicking the 'Office Merge' icon in S/O Entry lower-left, click 'Edit Data' in lower-left of the Template Manager screen; this will open your current sales order [data] in Excel.
- Then highlight your Template back on the Template Manager screen, and click 'Merge'.
- Click OK for 'Open a Read Only copy' on the File In Use box (see below), which will open the Word template and the merged/real doc.
- Next you'll close both docs and the Excel file, without saving changes unless of course you need to.
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Brett Zimmerman
Net at Work
Greater Boston Area
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