How come my service quote format not changed in Navision 2018?

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Posted on by joshtechsolutions

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Hi Community,

I would like to see Service Quote, but whenever I print out, it showed me another quote format and not 5902.

Is there anywhere I missed out on changing the format of my sales quote?

Thank you!

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Inge M. Bruvik 1,165 Moderator on at

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Are you doing this at report selection service or report selection sales?

For service you have to use the report selection service page.

Also check that the customer does not have a alternative report selected in the document selection on the customer card.

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YUN ZHU 99,966 Super User 2026 Season 1 on at

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Hi, You need to confirm the following places

1. Report Layout Selection

2. Report Selection - Service (Maybe this is the page in your screenshot)

3. Document Layouts on the Customer Card.

Hope this helps.

Thanks.

ZHU

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joshtechsolutions 5,027 on at

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Hi Inge,

I have checked Report Selection - Service, it is placed as service quote id 5920.

I went to customer to check the Document Layouts, I see that inside there is a document 119.

But when I preview Service quote, I see another report id 204. any idea?

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Marco Mels Microsoft Employee on at

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Hello,

I ran the scenario and I did do what yzhums suggested and it uses the correct quote layout. If it does not work for you, feel free to raise it to Microsoft via your partner or CSP.

Thank you.

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Inge M. Bruvik 1,165 Moderator on at

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[quote user="joshtechsolutions"]
Hi Inge,

I have checked Report Selection - Service, it is placed as service quote id 5920.

I went to customer to check the Document Layouts, I see that inside there is a document 119.

But when I preview Service quote, I see another report id 204. any idea?

[/quote]
Hi joshtechsolutions

Can you take a screenshot showing what menu item you use when the report 204 is printed?

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joshtechsolutions 5,027 on at

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Hi Igne, thanks for coming back.

I have check from here Report Laypout - service that the format is 5902 Service Quote

Then I proceed to print at Service quote, but it turns out to be 204 format. Why is this so?

The document layout for this customer is using Statement 116.

Thank you!

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