Small and medium business | Business Central, N...

Proforma Invoice not defaulting

(4) Share

Report

Posted on by MM-11060324-0

Hi All

I have created a proforma invoice specifically for a cash sale customer in Business Central. For this customer, I have set up the Document Layout to default to this particular proforma invoice, however this does not work. Instead of defaulting to the cash sale proforma, it defaults to the standard layout (which is default for the rest of the customers).

It doesn't work when I enter the layout in Custom Layout description column or Email attachment layout in the Document Layout screen for the cash sale customer.

Has anyone experience this issue and if so, any solutions?

Thanks

Marissa

Categories:

Dynamics 365 Business Central

All responses (6)

Answers (0)

Suggested answer

Valentin Castravet 25,565 Super User 2024 Season 2 on at

Like (0)

Report

Proforma Invoice not defaulting

In this case, I recommend asking your partner to troubleshoot the issue directly. If your setup matches mine exactly, it's difficult to determine the problem without having access to your environment to investigate further

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
Suggested answer

Valentin Castravet 25,565 Super User 2024 Season 2 on at

Like (0)

Report

Proforma Invoice not defaulting

In this case, I recommend asking your partner to troubleshoot the issue directly. If your setup matches mine exactly, it's difficult to determine the problem without having access to your environment to investigate further

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
MM-11060324-0 24 on at

Like (0)

Report

Proforma Invoice not defaulting

Hi Yun

Thanks for responding.

The report layout selection is set to the correct default report layout. The custom layout I am trying to implement for the customer is the exception to the rule. It should work as I have made it the default document layout for this customer (this will be the only customer using this report) but it's not working and instead, is pulling the default at the report layout selection which is not correct.

Hopefully I'll have more answers to this soon.

Thanks

Marissa
Suggested answer

YUN ZHU 76,516 Super User 2024 Season 2 on at

Like (0)

Report

Proforma Invoice not defaulting

Hi, hope the following helps.

Dynamics 365 Business Central: Report Selection for standard documents (Set up default reports)

https://yzhums.com/43664/

If this cannot be resolved, it may be a custom report, please contact your partner to resolve the issue.

Thanks.

ZHU
MM-11060324-0 24 on at

Like (0)

Report

Proforma Invoice not defaulting

Hi Valentin

Thanks for reaching out.

Unfortunately, that is exactly how I've set my proforma invoice up and it still does not default to the correct layout I have set up in the Document Layout screen. :(

Thanks

Marissa
Suggested answer

Valentin Castravet 25,565 Super User 2024 Season 2 on at

Like (0)

Report

Proforma Invoice not defaulting

I tested with the Email Attachment Layout field option and it worked for me. Hope this gives you some hints. This is what I did:

1. In the Report Layouts Page I have two layouts for the pro forma 1302 report, one RDLC which is the default one, and a word one.

2. In the customer card under Document Layouts, I set the word layout as the default one under the Email Attachment Layout field.

3. When I print the report in a sales order for this customer, it prints the word layout, which is correct.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/