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Finance | Project Operations, Human Resources, ...
Suggested answer

Customized report need to print in sales quotation

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Posted on by 4

hi all,

Sales Quotation --

7115.Quota.jpg

here it's print the "Standard Quotation report" but the requirement is now to print "Customized report" to print instead of Standard report.

This is applicable for only "Japan " legal entity for other legal entity it should print the Standard Quotation report only

Kindly let me know in which class and method i need to do the same ?

Please give me more shed on this.

  • Suggested answer
    Sergei Minozhenko Profile Picture
    23,091 on at
    RE: Customized report need to print in sales quotation

    Hi @rp@n,

    Print management is not the only option, but it will give you better flexibility in the future if, for example, you will need to print different layouts for different customers.

    You can also take a look at SalesInvoiceController.runPrintMgmt to check other ways how to print customized reports and do the same for SalesQuotationController, but you need to keep in mind that you will lose in flexibility in the future.

  • @rp@n Profile Picture
    4 on at
    RE: Customized report need to print in sales quotation

    as i mentioned above , customer wants to print customized  report during quotation confirmation.

    So, i have to go with print management only. no other way right?

  • Martin Dráb Profile Picture
    231,766 Most Valuable Professional on at
    RE: Customized report need to print in sales quotation

    The choice isn't yours - it's in the implementation of the report. And the standard quotation report does use print management.

    If you really wanted, you could change the implementation (let it get a design from print management and then overwrite it with something else), but breaking the print management logic is neither necessary nor advisable. That you don't need such a change is a benefit coming from print management.

  • @rp@n Profile Picture
    4 on at
    RE: Customized report need to print in sales quotation

    Sukrut,

    prnt management is mandatory to use? or as Gunjan suggested, we can use that also?

    please confirm

  • Suggested answer
    Sukrut Parab Profile Picture
    71,682 Moderator on at
    RE: Customized report need to print in sales quotation

    Hi Arpan ,

    You can  use print management as suggested by Sergei or refer this link as well and run report based on legal entity.

  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    35,421 on at
    RE: Customized report need to print in sales quotation

    Arpan,

    The report is being printed from Tables\CustQuotationJour\printJournal() method.

    You can change the call to something like this -

    #ISOCountryRegionCodes
    
    if (SysCountryRegionCode::isLegalEntityInCountryRegion([#isoJP]))
    {
        salesQuotationMenu = new MenuFunction(menuItemOutputStr(NewSalesQuotation), MenuItemType::Output);
    }

  • Suggested answer
    Sergei Minozhenko Profile Picture
    23,091 on at
    RE: Customized report need to print in sales quotation

    Hi @rp@n,

    You can use the print management feature:

    Adding a new layout to an existing document

    A new layout may be added to an existing document to support another report option, such as an additional country/region configuration. If you want a better understanding of the classes or methods mentioned in the steps, see the XML documentation that is included in the source code.

    1.Update the PrintMgmtReportFormattable to add records for the new document layout.ï‚·Modify the populate method. Add the appropriate condition for which the new layout should be available. Make use of the local methods inside the populate method.

    2.Update the PrintMgmtDocType class to handle the new document layout.ï‚·Modify the getDefaultReportFormat method. Add the appropriate condition for the new layout. Return the name of your new report layout combination, utilizing the ssrsReportStr intrinsic function.

    Full guide www.axug.com/.../DownloadDocumentFile.ashx

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