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How to set a custom remittance advice layout as default

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Hi,

How to set a custom remittance advice layout as default

On the vendor account - document layout - its still reading the old layout

many thanks

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Microsoft Dynamics NAV

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Aziz Skhiri 187 on at

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Hello , the Remittance Advice layout can be controlled at two levels: a global level through Report Selections and a vendor-specific level through Document Layouts on the Vendor Card. If your custom layout is not appearing and the system still uses the old one, it is usually because the vendor-specific layout overrides the global setup. First, confirm that your custom layout exists and is active in Report Layouts for the remittance report (commonly Report 10083). Then set it as the default in Report Selections – Purchase for Vendor Remittance. Finally, open the Vendor Card, go to Document Layouts, and ensure the Usage = Vendor Remittance line points to the correct Report ID and your custom layout. Since vendor settings have priority, updating it there typically resolves the issue.

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Rajvi Shah 78 on at

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Hello,

You can search Report Selection - Purchase and define Remittance Report in that.

In Document Layout for vendor card you need to define the Copy from Report Selection to define the Mail ID of Vendor and then need to select the Mail Body and Attachment Body.

Thanks,

Rajvi Shah

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Ben Baxter 6,833 Super User 2026 Season 1 on at

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Be aware there are two options on the Vendor > Document Layouts selection:

"Vendor Remittance" is likely the one you want, as it is what is sent from the Payment Journal when making the payment.

"Vendor Remittance - Posted Entries" is the remittance report that can be run AFTER the journal has been posted and you're trying to resend a remittance to the Vendor.

These are two separate reports that pull from separate data sources, so you cannot use the same report for both. As long as you have the right "Usage" defined in Document Layouts and the line has the correct report and custom layout, it should produce that report and layout. If you are seeing something else, you need to check for customizations/ISV extensions that may be conflicting or reach out to your support partner for assistance.

Best Regards,

Ben Baxter

Accent Software Inc

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AndrewThomas81 348 on at

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Check report selections if you are using a different layout but the same report ID to specify the default layout

Check report selections - purchase to also check which report ID is being used for the remittance advice

Kind Regards

Andrew Thomas
https://www.usebusinesscentral.com/
https://www.youtube.com/@usebusinesscentral

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YUN ZHU 98,407 Super User 2026 Season 1 on at

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Hi, hope the following helps as well.

Dynamics 365 Business Central: Report Selection for standard documents (Set up default reports)

https://yzhums.com/43664/

Thanks.

ZHU

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OussamaSabbouh 11,608 Super User 2026 Season 1 on at

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Hello,

If the Vendor → Document Layouts page still shows the old remittance layout, it usually means the default report layout for the Remittance Advice report hasn’t been changed. In Business Central, the layout used by vendors comes from Report Layout Selection / Report Selections, not directly from the vendor card. Set your custom layout as the default for the Remittance Advice report in Report Layout Selection (or Report Layouts → Set Default), then refresh or use Copy from Report Selection on the Vendor Document Layouts page so the vendor picks up the new layout.

Regards,
Oussama Sabbouh

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