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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / ER Sales confirmation ...
Finance | Project Operations, Human Resources, ...
Answered

ER Sales confirmation report(Electronic report)

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Posted on by Bhagyashree Dave 133
Hello all,
 
I am trying to add a new line in SO confirmation report - ER(Electronic). The requirement is to add markup value and markup code as a new line.
So I am writing code in this following method after next call, and when I debug, it inserts the line. But it doesn't show in the ER. It shows only custConfirmTrans lines.
////
 
Output:
////
 
 
This output should have one more line with just description and value/amount.
 
Now I am not sure why the new inserted line is not visible. Can there be any filters like SSRS or something else that I'm missing here?
Please suggest some solution.
 
Thanks,
Bhagyashree Dave
 
I have the same question (0)
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,066 Super User 2026 Season 1 on at
     
    Maybe in the SSRS report you have a condition that hide the records that don't have an item number, can you check it?
     
     
    Regards,
    Waed Ayyad
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
     
  • Bhagyashree Dave Profile Picture
    Bhagyashree Dave 133 on at
     
    If it was SSRS then it's fine that we can find out the filters, but this is an electronic report. So I am new to this and don't know if we can find any filters or not in ER.
     
    Thanks,
    Bhagyashree Dave
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at
    Hi Bhagyashree,
    In order to add customization on ER, for example Sales order confirmation (Excel), you can apply modification from ER designer side and you do not need to fulfil it via VS. 
    Please check following post from Microsoft learn for more info 

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