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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Multiple invoice forms...
Microsoft Dynamics GP (Archived)

Multiple invoice forms in RM

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Posted on by TrevorL 335

Hi All

I have a user invoicing from Receivables Management, who requires up to 6 different invoice layouts for various types of customers. Is this do-able in GP10, has anyone had a similar requirement, and if so, how is it handled in GP? Does one have to create 6 different modified blank invoice forms in Report Writer, or what?? Then how do you ensure that the correct modified form prints for the corresponding invoice generated in RM?

Thanks

Trevor.

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  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at

    Use SOP and Accountable Forms Printer. 

    SOP allows multiple formats but does not tie them to customers.

    Accountable Forms Printer uses Crystal Reports to print the docs and can apply some logic to pick the correct form based on the customer.

  • TrevorL Profile Picture
    TrevorL 335 on at

    Thanks, Richard, I'll give that a go.

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,769 on at

    The other option, if you don't want to use SOP and RM does everything you need, it to create one (or more) Crystal report that contains all the logic that you want and 'tie' it to the RM Transaction Entry screen using our product, GP Reports Viewer:  http://www.flex-solutions.com/gpreports.html.

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at

    I must second Richard's recommendation for Accountable's Forms Printer. 

    Accountable has been a great company to work with, producing a great product and outstanding technical support (but hardly ever needed!).

     About the only thing you can't do with the formatting on the report is having multiple column layouts based on a Customer Type (UDF, Class, what ever is used for this) due to the inability to suppress the column lines (if this design layout is needed).  You may have to resort to using multiple subreports if this type of functionality is needed but is easy to do in Crystal (but will run slower).

     In addition to the Invoices, you can also print pretty much any other business form using this tool including all SOP documents, Project Invoices, A/P Checks, etc...  It even has built in functionality for easy email delivery where you can specify attachment type, attachment name, email subject line, and email body text with use of data field merges for this text.

     Can't say enough about this product!

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