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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Modify customer invoic...
Supply chain | Supply Chain Management, Commerce
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Modify customer invoice form using electronic reporting

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Posted on by Tim 100

I wish to modify the layout of the standard invoice in Dynamics 365 F&O,  reading thru the posts it appears electronic reporting could be used to create a printed invoice form in any layout you wish.  What resources are there to fully understand how this is used.  the reason this came up is we need the shipping address to appear on the invoices and looking at  the SSRS report it does not have those fields available.

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  • WillWU Profile Picture
    WillWU 22,361 on at

    Hi Tim,

    Are you going to add the shipping address field to the sales invoice report?

    Please follow this article:denistrunin.com/.../

    Please also look into documentation at Create custom designs for business documents for more details.

  • Tim Profile Picture
    Tim 100 on at

    What I was hoping to do is use electronic reporting /document management to customize the sales order invoice and add the delivery address.  I have copied and modified the template to add the field on the Excel template, mapped it to the field in the data model, but nothing shows. Does the invoice model need to be modified to join another table to get the delivery address. not sure why the existing model is blank for the delivery address.

    Sales invoice (Excel) was copied in order to modify, mapped the following

    Cell<DocumentDetails_DeliveryAddressName_Value>: String = model.InvoiceBase.DeliveryName

    however it appears model.InvoiceBase.DeliveryName is blank

  • Aparisi82 Profile Picture
    Aparisi82 2,188 on at

    Can you share the Invoice mapping model ?

  • Tim Profile Picture
    Tim 100 on at

    I am using the invoice mapping model from Microsoft. Copied Sales Invoice (Excel) to modify template and mapping.

  • Aparisi82 Profile Picture
    Aparisi82 2,188 on at

    Can you share the binding  between the data source and the model for the address?

  • Tim Profile Picture
    Tim 100 on at

    I am binding to the default model from Microsoft model.InvoiceBase.DeliveryName

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