How to Add a Toggle in "Posting Invoice" to Trigger Custom SSRS Report Printing After Posting?

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Hi everyone,

I need to add a new toggle in the Posting Invoice form under AR > Invoices > Batch invoicing > Invoice. The purpose of this toggle is to trigger the printing of a custom SSRS report automatically after the invoice is posted successfully.

Details:

How can I add a new toggle to the Posting Invoice form using an extension or other method?
Once the toggle is selected and the invoice is posted, how can I trigger the printing of my custom SSRS report automatically?
What event handler or controller should I use to invoke the print process after the posting is done?

Thanks in advance for your help!

Categories:

Dynamics 365 Finance

Microsoft Dynamics AX

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Mohamed Amine Mahmoudi 26,801 Super User 2026 Season 1 on at

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Hi @Statics 365,

I think you need extend the following elements to add the toggle :

* SalesFormLetter_Invoice class

* SalesParmUpdate table

* SalesEditLines form

BR

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Martin Dráb 239,029 Most Valuable Professional on at

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You don't have to design it on your own from scratch - you can look at how Print COD or Print shipping labels is handled in the standard application. You'll find that the class for invoice printing is called SalesInvoiceJournalPrint and the method triggering the print of Print COD and Print shipping labels is printJournal().

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Statics 365 317 on at

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Thanks for the suggestions. Quick update on what I tried and where I’m stuck:

Goal: Add a new toggle on the Posting invoice dialog (Sales order invoice posting / SalesEditLines) so that after a successful post, the system automatically opens/preview (Screen) my custom SSRS report. I have multiple custom reports and want each one independent (separate toggles), not tied to Print management changes and not mixed with standard Print invoice/COD/shipping toggles.

What I tried

Hook after posting on SalesFormLetter_Invoice.afterOperationBody()

Confirmed method is hit (I can log).

I can read ParmId and confirm my toggle value = Yes (stored in SalesParmUpdate using ParmId).

But calling SrsReportRunController with Screen/preview from there fails with:

“Cannot run form on non interactive session.”

So this point seems server/non-interactive

Queue approach (server → client)

In afterOperationBody() I insert into a custom queue table: {UserId, DataAreaId, ParmId, CreatedDateTime}.

Then I tried a client-side handler on the posting dialog:

SalesEditLines form event (Closing) reads queue record for current user/company, finds CustInvoiceJour by ParmId, then calls SrsReportRunController with SRSPrintMediumType::Screen.

Result: nothing happens after posting (no error, no preview). It looks like the form event is either not firing reliably for this scenario or it fires before the queue/journal is selectable

Questions

What is the recommended pattern to trigger an interactive report preview right after a successful invoice posting?

Which client-side point is best to hook (form event, controller, menu item wrapper, post-run method, etc.) so it runs in an interactive session?

If you’ve implemented something similar (custom toggle → print custom SSRS post-success), could you share sample code, or at least which class/form/event you hooked?

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Martin Dráb 239,029 Most Valuable Professional on at

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Cannot run form on non interactive session means that the execute in an asynchronous way and it doesn't have any client to open the report viewer form. Either you'll use a better place for your code, or you'll check for this situation and skip the report. I guess you don't want the latter.

I already gave you my suggestion - the class dealing with the reports is SalesInvoiceJournalPrint.

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Statics 365 317 on at

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Thanks @Martin Dráb, that explains the “non-interactive session” error clearly.

I’ll focus on SalesInvoiceJournalPrint as you suggested. Could you please confirm which method/hook point you recommend there? For example, should I extend SalesInvoiceJournalPrint.printJournal(Set _journalList) after super() to trigger my custom SSRS report?

Also, my goal is interactive Screen preview right after posting (not batch). In your experience, is it safe to open SSRS viewer from that printing pipeline, or should I always trigger it from a client-side form/controller instead (and only print to printer/file in batch)?

If you have a small code snippet or the standard pattern (similar to COD label/shipping label printing), I’d really appreciate it.

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Martin Dráb 239,029 Most Valuable Professional on at

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As I said in the first reply, printJournal() is the method where Microsoft call the report. You should do the same, unless you have a specific reason to divert from the custom solution. You also asked for an example - simply open the method to see it. Printing of COD and shipping labels is handled by printJournal() in SalesInvoiceJournalPrint class, while the invoice report itself is in the parent class (FormletterJournalPrint.printJournal()).

My experience is that the standard invoice printing do support printing on screen (when it's not in batch, of course). You can try the standard report(s) to see it for yourself.

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Statics 365 317 on at

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Hi @Martin Dráb, just an update — I managed to get it working now. Your suggestion to focus on SalesInvoiceJournalPrint.printJournal() was the right direction. Thanks a lot for your help and guidance!

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