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Custom sales invoice report

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Posted on by 404

Hello everyone,

I need to customize a sales invoice report and add the tax ratio to the lines.
using the original SalesInvoiceTmp table, but it does not contain a line number in order to filter the TaxTrans table to retrieve a tax value.

did anyone solve this particular issue or found another more optimal method?

thanks in advance

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at
    RE: Custom sales invoice report

    Hi MounirDev,

    We use business document and add tax amount and tax rate via ER config to the model (i.e. via LineBase.TaxTrans.TaxAmount)

    For more info please check: learn.microsoft.com/.../er-business-document-management

  • D365FO DEV Profile Picture
    D365FO DEV 404 on at
    RE: Custom sales invoice report

    hi, can u explain more please

  • Suggested answer
    Anton Venter Profile Picture
    Anton Venter 19,493 Super User 2025 Season 1 on at
    RE: Custom sales invoice report

    You will have to use the standard classes to calculate the tax for you and add it to the tempory table in the SalesInvoiceDP class. From the top of my head: look in the SalesTable(ListPage) form, there is a button to show the Tax amounts, have a look how that form calculates the tax amount and do the same.

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