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Dynamics 365 Community / Blogs / Totovic NAV Blog / Report Layouts per Customer...

Report Layouts per Customer in NAV 2016

Aleksandar Totovic Profile Picture Aleksandar Totovic 16,765

Microsoft Dynamics NAV 2016 is released about one month and we could see a lot of different new features. One of the small but amazing news is possibility to add different report layouts per each customer. This was one of very often requirement in implementation process and finally we can use it.

We can choose different reports per customer and after that, different report layouts. We can also add an e-mail as default per each document. It is possible for Quote, Order Confirmation, Invoice, Credit Memo and Customer Statement.

CustomerRepLayouts

We just need to open a customer card and find Document Layouts on Navigate tab. Than choose report IDs and layouts. Eventually, you can add an e-mail. You can use RDLC or Word layouts, as well. Now, if you print one of these documents, you will see that these report document layouts are configured as default.

If you want to make new document report Word layout, I already wrote about it here.



This was originally posted here.

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