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Microsoft Dynamics SL (Archived)

Adding company logo to invoices & statements

Posted on by Microsoft Employee

As I am very new to DSL, I can't seem to figure out how to add our company logo to the invoice/ memo forms & statements in the Financial/ AR Reports. Can someone give me an easy answer to this?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding company logo to invoices & statements

    DNeal.   Crystal reports should appear on your START menu of your Server under programs.   If it doesn't appear, it perhaps wasn't installed during your SL installation.   If you don't see it, run your install again and click on 'Crystal Reports'.    (see screen capture)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding company logo to invoices & statements

    Now all I have to do is find out where Crystal Reports is installed so I can open 0860000.rpt

    Thanks!!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding company logo to invoices & statements

    This is quite easy to do.  First, you will need a logo image file (bmp).  You will also need Crystal Reports installed on your computer.  This is done from the SL installation media.  the SL statement report is located in the AR folder under SL\applications and is named 0860000.rpt.  When you open it in Crystal Reports you will get a pop-up stating that the report could not be opened for writing.  That means you will have to save your change to another location (usrrpts under SL\Applications).  You want to put it there anyway so that you customized report is not overwritten with an SL update..

    Once the report is opened in Crystal Reports, select insert and then picture.  Select your logo image from wherever you have it stored and drag and size it to wherever you want it on the statement.  The group header is the best location.  Save your modified report in that usrrpts folder with that same file name and you are done.

    The same process can be done for the invoice report (0876000.rpt).

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