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Small and medium business | Business Central, N...
Suggested Answer

Email on customer card to document layout

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Posted on by 454
We always want the email address entered on the customer card to be in the Document Layouts for an Invoice report. What is the best way to achieve this, without requiring the user to enter it in manually in the Document Layouts?
 
I have the same question (0)
  • BR-24120642-0 Profile Picture
    80 on at
    Hi Brett,
     
    I think that I can be of assistance with a little more clarity
     
    Do you mean what is the best way to create the Document Layout record(s) from the existing Customer data? Or are you looking for a way to automatically create the Document Layout(s) when the Customer record is created?
     
     
    Benito
  • Brett F Profile Picture
    454 on at
    @BR-24120642-0 
    Hi Benito,
    I would like to create the Document Layout records from the existing customer data, and I would also like to find a way to automatically create the Document Layouts any time the email address is filled out on the customer card.
    Thanks!
    Brett
  • BR-24120642-0 Profile Picture
    80 on at
     
    Assuming that you have access to a developer (or are one yourself), you could extend the Customer table and customize the OnAfterValidate trigger to insert a Document Layout (Custom Report Selection record) immediately after the Email field loses focus.
     
    For generating the Document Layouts for your existing Customers, a simple processing Codeunit could be written to iterate through your Customers, and for each, insert a Custom Report Selection record for the appropriate Document Layout and current Customer Email. You could then run it once on the Job Queue to generate all of your Document Layouts.
     
    The data you would need to fill in would be:
    Source Type: 18 (Customer)
    Source No.: (Customer No.)
    Usage: S.Invoice (based on screenshot)
    Sequence: (Likely 1)
    Report ID: 69006 (based on screenshot)
    Send To Email: (Customer.Email)
     
    Then, also potentially Use for Email Attachment or Use for Email Body.
     
    It is effectively the same process for both tasks--inserting a Document Layout (Custom Report Selection) based on a selected Customer.
     
    Hope that helps.
     
     
    Benito
  • Suggested answer
    YUN ZHU Profile Picture
    100,974 Super User 2026 Season 1 on at
    Unfortunately, as far as I know, this feature is not available as standard and can only be customized.
    Or you can try importing from Configuration Package. More details: https://yzhums.com/4286/

    Custom Report Selection (9657)
    Thanks.
    ZHU
  • Brett F Profile Picture
    454 on at
    Thanks! We do have a developer so I will discuss your suggestion with them.
    Could I use a config package to create the document layouts from existing data?
    Thanks,
    Brett
  • BR-24120642-0 Profile Picture
    80 on at
     
    Yes, as @YUN ZHU also suggested, a Configuration Package could be used to create the Document Layouts.
     
     
    Benito
  • Suggested answer
    Valentin Castravet Profile Picture
    32,689 Super User 2026 Season 1 on at

    As mentioned by other users:

    1. For existing emails on customer cards, you can use configuration packages.
    2. For new emails on customer cards, you can customize the system to update them automatically.
     

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