Adding Currency on Word Custom Report Layout (Invoice)

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Posted on by PaulTerp

Is it possible to add the customers currency on an invoice (Custom Report Layout template).

I found I can add LocalCurrency_Lbl but this only give the word local currency. It doesn't show up as USD, CAD, etc. All the other XML mappings seem to follow the format Lbl for description and then without Lbl for the actual dataset. However I can't find currency in the XML mapping pane.

THANKS!

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JAngle 33,153 on at

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RE: Adding Currency on Word Custom Report Layout (Invoice)

Hi Maarten

This requires some additional logic but what I've done here is I've added to the currency table a field to show which bank account should be used on the document. This was down to there being more than one bank account for various currencies, so I couldn't rely on the logic the "Currency Code" on the bank account record.

IF "Currency Code" = '' THEN BEGIN IF BankAccountTbl.GET(SalesSetup."LCY Doc. Bank Account") THEN BEGIN FormatAddr.BankAcc(BankAccountAddr, BankAccountTbl); BankAccountNumber := BankAccountTbl."Bank Account No."; BankAccountSortCode := BankAccountTbl."Bank Branch No."; BankAccountIBAN := BankAccountTbl.IBAN; BankAccountCurrencyCode := STRSUBSTNO(DocCurrAndSymbol, GLSetup."LCY Code", GLSetup."Local Currency Symbol"); BankBIC := BankAccountTbl."SWIFT Code"; END; END ELSE IF CurrencyTbl.GET(Header."Currency Code") THEN BEGIN IF BankAccountTbl.GET(CurrencyTbl."Document Bank Account") THEN BEGIN FormatAddr.BankAcc(BankAccountAddr, BankAccountTbl); BankAccountNumber := BankAccountTbl."Bank Account No."; BankAccountSortCode := BankAccountTbl."Bank Branch No."; BankAccountIBAN := BankAccountTbl.IBAN; BankAccountCurrencyCode := STRSUBSTNO(DocCurrAndSymbol, BankAccountTbl."Currency Code", CurrencyTbl.Symbol); BankBIC := BankAccountTbl."SWIFT Code"; END; END;
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JAngle 33,153 on at

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RE: Adding Currency on Word Custom Report Layout (Invoice)

Using report 1306 as an example the below call is made to the FormatDocument codeunit and you see it passes a parameter for another function call which is on the Sales Invoice Header table. You simply need to set a new variable that makes a call to the same global function in the report in the OnAfterGetRecord trigger of the Sales Invoice Header.
Maarten VS 45 on at

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RE: Adding Currency on Word Custom Report Layout (Invoice)

Thanks Josh, that is really useful feedback. I know that the currency is exposed via the TotalText, but it is not the "currency code" but the "currency symbol" that is actual used. So the text shows as "Total $". Not very useful is you are doing business in Canada, US, Australia,... I could change the symbol to the currency code, but that is rather dirty. So I'll explore the document layout editing apps first.
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JAngle 33,153 on at

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RE: Adding Currency on Word Custom Report Layout (Invoice)

It's not a piece of data exposed in the XML of the word doc template. It's something you could get your partner to do or you could arrange to do it yourself as an extension development.

Screen grab shows the currency code of the sales invoice header is passed into a code unit to produce a text string. This is the total that has the currency showing. Simple enough to expose the currency code on it's own. You will have to do it from a copy of the report. Alternatively you could find a document layout editing app from appsource.
Maarten VS 45 on at

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RE: Adding Currency on Word Custom Report Layout (Invoice)

Hi Paul, any luck on finding how to add the currency in the custom report? I would like to add a conditional field with the bank info depending on which currency the invoice is in, but got stuck too because the currency field is missing.