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Selected Document Layout not working

Posted on by 138
I have created a custom invoice report for a specific customer. The report looks great when I view it from the Report Layout Selection (9652) page.
 
I have selected the report for the specific customer from the Customer Report Selections (9657) page.
 
When I try and create a new invoice for the customer, NAV uses the original version of the report and not the custom report that I created for the specific customer.
 
I am trying to determine why my newly created custom report is not being used.
 
The Report ID, Custom Layout Description, etc., look fine when viewing the Customer Report Selections (9657) page.
 
Any help would be greatly appreciated. I am using NAV 2018.
 
Thanks
  • drew777777 Profile Picture
    drew777777 138 on at
    Selected Document Layout not working
    I have set the Document Layout from the Customer Card.
  • YUN ZHU Profile Picture
    YUN ZHU 71,565 Super User 2024 Season 2 on at
    Selected Document Layout not working
    Hi, Is the Document Layouts set in the customer? If so, it takes priority here.
     
    Hope this helps.
    Thanks.
    ZHU

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