Business Central Document Layouts

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Posted on by MarcusCrooke

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,

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Business Central

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YUN ZHU 73,171 Super User 2024 Season 2 on at

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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.

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

Hope this will help.

Thanks.

ZHU
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TeddyH 12,868 Super User 2024 Season 1 on at

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RE: Business Central Document Layouts

Configuration Package is your friend. You can bulk upload Table 9657 using it.
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MahGah 15,428 on at

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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