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

Programmatically Change Document Layout for a report

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I'm fairly new to development in BC.  I'm attempting to create a report that will loop through open invoices that are 15 or more days past due then send individual emails to the customer with a PDF attachment of the original invoice.  I am needing to use a different document layout for these emails from the normal one used for S. Invoices.  I want to programmatically change the email body document layout for this process.  I am able to use OnAfterGetRecord trigger to hook into Sales Invoice Header SendRecords procedure and emails are sent but this doesn't seem to be the right path (or maybe it is).  Any help is appreciated.

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  • Suggested answer
    JAngle Profile Picture
    150 on at

    This resource may help with the layout part: https://youtu.be/hPMWTToSO1A

    I think you don’t actually need to do this. There is a feature called reminders. Totally different document and has an ability to calculate days past the original due date with levels of severity on the messaging or charges issued customers. Review this before developing: docs.microsoft.com/.../receivables-collect-outstanding-balances

  • MW-31100100-0 Profile Picture
    on at

    Thanks Josh.  The YouTube video did have some helpful things in it.  I considered the reminders but my understanding is that the reminders sends a customer statement type document where we would like to send actual invoices to the customers.  Am I wrong in this understanding?  I might be able to use some of what is in the YouTube video to solve, I'll give it a shot.  Thank you in either case though!

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