Dynamics report....

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I already set up the invoicing etc and when i am in a customer and doing sales it does not make the same format as we have deone in Dynamics report... how to fix this... I thought just doing it in Dynamics report would be enough... so for me to actually print out the invoice for a customer i have to go to Dynamics report, does not make sense to me...

Anyone know how to fix this? What do i have to do??

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keoma 32,729 on at

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RE: Dynamics report....

hi, if my answer also helped you to find a solution please set it also to verfied. thx.

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RE: Dynamics report....

thanks Arche and Saurabh... it helped i just have to set it up so it takes the correct one ... very new to this system... sales report selection function... so just need to do the same for purchase i presume...

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Saurabh Shah 4,560 on at

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RE: Dynamics report....

Hi,

Please check that when you print the report from the sales invoice, system picks the same report ID which you have prepared. you can check the report number from the request page.

I think you have developed a new report so as archer said, it is necessary to attach with sales invoice from sales report selection function.

I think this could be a cause of your issue since you said that it is the complete different format from which you have prepared.

Regards,

Saurabh Shah

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keoma 32,729 on at

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RE: Dynamics report....

hi,

if you mean that you have created a new report for usage with sales invoices, you need to change the report selections setup for type sales invoice. if you have problems with the page format (A4, Letter, ...) you have to set it up in the report. there goto the report properties.

best regards

Please verify the satisfying answer(s).

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Community Member on at

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RE: Dynamics report....

what i have done is that I went to dynamics report and took the fields i need on my invoices on the footer, header and colums etc . but when i am on the acutal sales invoice and go to print screen or print to printer it give me a complete different format... but if i go to dynamics report it works fine... but meaning that it cannot be that i have to make a full report to find the invoice i want to see and to get it correct i have to go to dynamic reports... it should be the same all over? or do i have to do something to make it work?

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keoma 32,729 on at

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RE: Dynamics report....

hi,

it's not clear what you mean. please be more specific.

best regards

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