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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Overwriting a customiz...
Microsoft Dynamics GP (Archived)

Overwriting a customized blank invoice form with another customized form

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Posted on by Jackie McNab 214

I have customized my SOP Other Invoice form and would now like to use it to replace the SOP Blank Form.  What is the best way to achieve this.

I exported the other form to a package and attempted to import the package but there was no way to specify that the Blank form was to be replaced with the package.

Jackie.

Jackie.mcnab@rusal.com

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  • GMA Profile Picture
    GMA 1,074 on at
    RE: Overwriting a customized blank invoice form with another customized form

    Open the SOP Other Invoice form in notepad (or better yet notepad++).

    Then search and find "SOP Other" or whatever the exact name of the report is. Change it to SOP Blank (or whatever the exact name is. Save it and then you should be able to import that "format" into a different form.

    I have done this in the past, but it has been awhile.

  • Suggested answer
    L Vail Profile Picture
    L Vail 65,271 on at
    RE: Overwriting a customized blank invoice form with another customized form

    Hi Jackie,

    Create a Package File of your modified SOP Other Invoice and call it SOP Virgin Other Invoice

    Create a Package File of your SOP Blank Invoice and call it SOP Virgin Blank Invoice

    Create a copy of the SOP Virgin Other Invoice and call it SOP New Blank Invoice.

    You should have three package files

    Open the SOP Virgin Blank Invoice and Copy the very first line.

    Open the SOP New Blank Invoice and replace the existing first line with the line you just copied.

    Your SOP New Blank Invoice's first line should look like this:

    <Component Name="SOP Blank Invoice Form" ProductId="0" Object="Report" >

    Report "SOP Blank Invoice

    This should do it.

    Kind regards,

    Leslie

  • Bill Campbell Profile Picture
    Bill Campbell 12 on at
    RE: Overwriting a customized blank invoice form with another customized form

    Just for fun - I think that both of you are correct as you are both changing the name of the file in the code for the report.

    I seem to recall the method explained by Grady as being used many time - but a number of years ago.

    Leslie's I think is the more current method.

    Both should work.  Just me typing and killing time.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Overwriting a customized blank invoice form with another customized form

    Hi,

    Mine was that it took me too long to type up the answer. You know how it is - I post my answer and wham see that someone else got there first. Actually, it took me some time test it to make sure it worked :)

    Kind regards,

    Leslie

  • Jackie McNab Profile Picture
    Jackie McNab 214 on at
    RE: Overwriting a customized blank invoice form with another customized form

    Thanks Al for your responses.

    While waiting, I came across the DynamicsGP  insights article "Copying Report Writer Packages" which basically was the same as your suggestions.

    I have not got the package imported as yet as i am getting the message "Cannot import package because the required customization tools are not registered". 

    This is odd as I am able to export to packages and customize my reports so I don't know what more needs to be registered.

    I am the only user on when I try to import so that is not the issue.

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