Question Status

Suggested Answer
Linda Koelsch asked a question on 7 Nov 2012 11:51 AM

Can you modify the SOP Invoice to group the line items by item class code with a header for each group?  

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Suggested Answer
Richard L. Whaley responded on 8 Nov 2012 8:21 AM

To do this kind of modification.  I would suggest generating invoices using a different tool.  

Accountable Forms Printer will allow you to create an invoice layout in either Crystal Reports or in SSRS that can be grouped the way you want.  With this tool, your users simply print an invoice like they do today.

Version 2010 provided a way to generate reports using MS Word and might allow this.  Version 2013 provides additional options.  (Check out our book Version 2013 Unleashed for details.)

Richard L. Whaley Author, Publisher, Consultant

http://www.AccoladePublications.com

Enhancing your Dynamics Knowledge!

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Suggested Answer
Leslie Vail responded on 13 Nov 2012 10:43 PM

Sure,

You will need to create a sort by item class and then create an additional header section to break on the item class.

Kind regards,

Leslie

Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITS
ASCI, Inc.    *    PO Box 600965   *   Dallas, TX 75360    *   972-814-8550   *   leslievail@earthlink.net

Reply
Suggested Answer
Richard L. Whaley responded on 8 Nov 2012 8:21 AM

To do this kind of modification.  I would suggest generating invoices using a different tool.  

Accountable Forms Printer will allow you to create an invoice layout in either Crystal Reports or in SSRS that can be grouped the way you want.  With this tool, your users simply print an invoice like they do today.

Version 2010 provided a way to generate reports using MS Word and might allow this.  Version 2013 provides additional options.  (Check out our book Version 2013 Unleashed for details.)

Richard L. Whaley Author, Publisher, Consultant

http://www.AccoladePublications.com

Enhancing your Dynamics Knowledge!

Reply
Suggested Answer
Leslie Vail responded on 13 Nov 2012 10:43 PM

Sure,

You will need to create a sort by item class and then create an additional header section to break on the item class.

Kind regards,

Leslie

Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITS
ASCI, Inc.    *    PO Box 600965   *   Dallas, TX 75360    *   972-814-8550   *   leslievail@earthlink.net

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Linda Koelsch responded on 14 Nov 2012 3:35 AM

Thank you Leslie.   That was helpful.   Now I have the report grouping and subtotaling correctly, but there is a page break after each item class.  I have no page break on the footer and am puzzled as how to get rid of it.  Needless to say, I'm not a report writer expert.  

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