This video is part of a series to publish the sales quotation to MS Word. To do this you will need the AIF web service published and create a template with the AX Office-Addin. This video is the 3 in the series to do the final setup of setting up the SharePoint library and the document handling for publishing and storing the documents.
The previous post is here.
https://organicax.com/2014/09/10/sales-quote-list-page-setup-for-publishing-quote-to-ms-word/
As well you will need the AIF SalesQuotation service published to use this but you can find a video here on how to do that.
https://organicax.com/2014/09/10/setting-up-sales-quotation-for-access-via-aif/
If you want a copy of the word document template used in the video you can find that here
Link updated 2016/07/21
https://1drv.ms/f/s!AjyKH96OSFD9bZPJCFicohI4Epg
Cheers
Lachlan
OrganicAX 
Pingback: Sales quote list page setup for publishing quote to MS Word | OrganicAX·
hai can share me the file in the OneDrive again or email to my mailbox . I need to download to lead it .. Thank your
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Hi
I’ve updated the post and put a new link in there for the files.
Cheers
Lachlan
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Please email me the Template document as I cannot download it from OneDrive. I do not see the Service data source available for me to select when creating the template document.
Cheers
Kevin
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Hi Kevin
When you say can’t download does the link not take you to OneDrive?
The one drive link should take you to a folder that has two files one that has the word document template and the XPO for the list page button.
https://1drv.ms/f/s!AjyKH96OSFD9bZPJCFicohI4Epg
Cheers
Lachlan
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Hi
It takes me to OneDrive, but it is a blank screen.
Kevin Moll
Technical Consultant
Galaxy Project
Watson-Marlow Fluid Technology Group
Office: 01326 370 684
[cid:image005.jpg@01D218DE.A4A6D910]
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Try this link it’s direct to the file instead of the folder see if it comes up.
XPO
https://1drv.ms/u/s!AjyKH96OSFD9b9Wlqd8mlAvv5Rs
Template
https://1drv.ms/w/s!AjyKH96OSFD9bpPJCFicohI4Epg
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Hi
I have managed to download the template file, but still the same problems with the XPO. I have now got our IT people looking at it.
Another issue I have is that the ‘Service’ data sources are not appearing as being available only type ‘Query Reference’ are showing as being available.
Cheers
Kevin
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Hi Kevin
Ok so you will have to published the services to see them in the list. This video goes over creating the port to published the services
https://organicax.com/2014/09/10/setting-up-sales-quotation-for-access-via-aif/
Cheers
Lachlan
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I had followed this video, but the data source does not appear when trying to create the Word template.
Cheers
Kevin
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Kevin
Second question, what version of AX are you using? The template was done on R2 so there might be some subtle differences in the services for example if you are using R3 that you might have to re-map.
Cheers
Lachlan
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Hi Lachlan
We are using AX2012 R2 CU6, we are also using Word 2010. The only Data Source we can see is the ‘Query Reference’ type.
Cheers
Kevin
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The link takes me to OneDrive, but it is just a Blank screen.
Cheers
Kevin
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