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Business Central Document Layouts

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Posted on by 96

Hi All,

We recently changed 100 customers, phased over a number of weeks, to a new invoice template, through the Customer card and then Document layouts.

We now want to switch all customers back to the same layout, is there a way to change them all or would I need to go back into the 100 and override them individually?

Thanks,

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: Business Central Document Layouts

    Hi,  you can use 'Delete Table Records Before Processing' in Configuration Package. This clears the Document layout for all customers.

    pastedimage1647563891833v1.png

    pastedimage1647563929641v2.png

    Then select the report you need in the Report Selection, so that it can be unified.

    pastedimage1647564081105v3.png

    pastedimage1647564085932v4.png

    Hope this will help.

    Thanks.

    ZHU

  • Verified answer
    TeddyH Profile Picture
    TeddyH 12,868 Super User 2024 Season 1 on at
    RE: Business Central Document Layouts

    Configuration Package is your friend. You can bulk upload Table 9657 using it.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Business Central Document Layouts

    Hi

    You can use configuration package then take table 9657 out and update and upload back. Bur first practice in sandbox.

    See this video www.youtube.com/watch

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