web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Sales invoice report modification in D365FO

(0) ShareShare
ReportReport
Posted on by 674

Hi team,

As per the business requirements, we needs to modify on “Sales invoice report” in 

1. Report design

2. Business logic

3. Needs to add new field on Temp table.

As per my research, I like to proceed with below approach:

1. Report design- As SSRS report design not allowed to create an extension, that's why we needs to do the duplicate of the report design in our model and proceed with our changes 

2. Business ligic- DP class, we should create an extension of DP class and as much as possible to use CoC of processreport method to add the custom business logic.

3. Temp table - We should create an extension of temp table to add a new field 

Pls advise, thanks

***Note - As we create a new design for our business requirements, how will I call it?

Is we needs to create an extension of controller class to call the new design.

Pls advise, thanks

 

Categories:
I have the same question (0)
  • Verified answer
    Rahul T Profile Picture
    58 on at

    Hi @CU10121822-0,

    You will need to create a new controller class by extending the report controller. Then, create an extension of the output menu item and point to the new controller class.

     

    Refer: https://automaly.com/posts/extend-the-standard-reports-in-dynamics-365-finance-and-operations

  • CU10121822-0 Profile Picture
    674 on at

    Thanks Rahul, is my other points are correct?

    Pls advise, thanks 

  • Suggested answer
    Rahul T Profile Picture
    58 on at

    Hi @CU10121822-0,

    Yes, the other points look good. I'd recommend going through the blog I shared, as your requirement is very similar to what's covered there. It should give you a good idea of how to implement it.

  • CU10121822-0 Profile Picture
    674 on at

    Only one thing Rahul, Dp class is not there. Why? Pls advise, thanks

  • Verified answer
    Rahul T Profile Picture
    58 on at

    Hi @CU10121822-0,

    So, if you check out point 5, the blog mentions a few ways to insert data into the report, and your approch of extending the DP class is one of them.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 299 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 280 Super User 2026 Season 1

#3
Anton Venter Profile Picture

Anton Venter 263 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans