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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / I need to edit banking...
Microsoft Dynamics SL (Archived)

I need to edit banking information on every invoice on Dynamics SL

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Posted on by Community Member

Hello everyone.

When I go into Invoice/Memo Forms to print an invoice, I'm not able to change the format. The present format (configured before I started working here) has a box on the bottom left corner of the invoice containing bank information. This information is hard-coded so I'm wondering if there is an easy way I can navigate into the back-end and change the routing & account numbers to match our current bank.

Thank you!

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  • Stuart Nottingham Profile Picture
    Stuart Nottingham 1,226 on at

    Jonny, I suspect that it's part of the Invoice/Memo Report form. You should be able to change it by opening the form in Crystal Reports.

  • Community Member Profile Picture
    Community Member on at

    Hi Stuart, thank you for the reply.

    I think you're right, I just don't know how to edit the form in Crystal Reports. Any tips?

  • Stuart Nottingham Profile Picture
    Stuart Nottingham 1,226 on at

    Make a copy of the report file and make your changes in it. Once you're ready, rename the existing file (should be in Usr_Rpts) and put the copy you've edited in its place. ALWAYS make sure you have a fall back position.

    As for the actual editing, what you're seeking to do is pretty straightforward. You're just editing the contents of a Text Object.

  • Community Member Profile Picture
    Community Member on at

    I am using a Mac so I can only access SL through a Remote Desktop (potentially a problem?). I exported the invoices into a .rpt format. When I tried to open the invoices in SAP Crystal Reports Viewer, the following error pops up...

    "

    This report file does not contain saved data and cannot be viewed.

    To get data into the report please open and re-save it in the Crystal Reports designer application with the "Save Data with Report" option selected.

    "

    Any recommendations on how I can edit the .rpt file?

    Thanks.

  • Stuart Nottingham Profile Picture
    Stuart Nottingham 1,226 on at

    Access through RDP shouldn't be a problem. I'd recommend using the version of Crystal that shipped with SL, usually installed on the same server.

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