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How do I configure the purchase orders to print the cross-referenced items numbers?
How do I setup multiple warehouse locations for the ship to on Purchase orders?
I think you need to change the Selected Layout to 'Custom Layout' on the 'Report Layout Selection' screen and select the one you edited in the next column. You have it set to 'Word (built-in)'.
Thanks,
Chris
Jennifer, I have modified a Purchase order and imported it. However, the system is not using my customized layout. What am I missing?
Hi Ezra,
Thank you for asking about this again. Our developers did work on a fix for this issue which we are expecting to see in update 4 which will hopefully be deployed later this month (March 2017).
Any update on this?
On the purchase order it appears that the item description is coming from the "Item Cross Reference Entries Description" and the problem is that the Item Number is coming from the items and NOT the Cross-Reference No. how do I correct this? Please see the example:
Hello Ezra,
The cross-reference item numbers should be printing on Purchase Orders, Development is working on getting them on reports based on this feedback.
Thank you,
Jennifer Reinhardt
If the cross-referenced item numbers are not used on reports where are they used?
Hello Ezra,
Regarding adding cross-referenced item numbers on Purchase Orders: At this time I was unable to add the cross-referenced item number to a purchase order, but we have a feature request documented for the ability to add additional fields to reports. I will update Development letting them know you are looking for this field on this report so they are aware of this request.
Here are the steps for modifying a report if you wanted to make any changes to an existing report:
1. In the search type Report Layout Selection and scroll down until you see Report ID 1322 or you can also search for purchase.
2. The default report that prints when you are printing PO's is the report with the description name 'US Purchase Order - Default Email Body', click on this report so it's highlighted.
3. Go to ACTIONS and select New.
4. For Report ID choose 1322
5. Check "Insert Word Layout".
6. You should now have a copy of the 1322 report ID with the description of Copy of Built-in Layout in your Customer Reports Layout list.
7. You can then export the layout, make changes and then import the layout.
8. To designate which format you want to use when printing Purchase Orders you can go to Report Selections Purchase and select Order...you can then click on the Email Body Layout Description and that will bring you to a list of reports which will include the Copy of Built-in Layout.
Regarding multiple warehouse locations: This functionality is currently in development. If you go to the following site: https://roadmap.dynamics.com/ and choose Edition as Business you can then click In Development and you will see Multiple Locations listed here as something that is in development.
Regards,
Jennifer Reinhardt
Please see our Dynamics 365 Financials Support Team Blog for helpful information:
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