Hello,
After reading this, I think we had a similar scenario in pipeline which was fixed in v13 only (but I am guessing it is the same scenario).
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Using a deployment using latest greatest build:
1. Open Custom Report Layout
a. In the Search field enter the Report ID 1316
b. Create new custom Word layouts for statements.
i. New
1. Report ID: 1316
2. Mark Insert Word Layout
3. OK
ii. A new line item will be created with description Copy of Built-in layout. Make sure focus is on this line
iii. Process > Export Layout
iv. Open the document in Word and make your modifications (i.e. – change the color so customizations are easy to spot). Save
v. Process > Import Layout
1. Select the doc that you just edited and saved
vi. Rename the Description field to describe the custom report
c. Create an additional Email Body layout.
i. On the Custom Reports Layout page
ii. Enter the report id 1316 and highlight an existing Email layout
iii. Process > Copy – this will create a new line as a copy of the original
iv. Rename the Description field
v. Process > Export Layout
vi. Open the document in Word and make your modifications (i.e. – change the color so customizations are easy to spot). Save
vii. Process > Import Layout
1. Select the doc that you just edited and saved
2. Open Report Layout Selection
a. In the Search field enter the Report ID 1316 to see the Custom Layout that is assigned to the report
3. Open Report Selection – Sales
a. Select the Usage Customer Statement to see the assigned report/email
4. Open the Customer list
a. Select a customer and choose to edit
b. On the card page, go to Navigate > Customer > Document Layouts
c. Enter a new line
i. Usage – set to Customer Statement
ii. Report ID - enter ID 1316
iii. Custom Layout Description - Click the lookup and select your modified statement that you created above.
iv. Send to Email – Enter your email address
v. Use for email body – mark
vi. Email body layout description – Click the lookup and select your modified statement that you created above.
5. Open SMTP Mail Setup
a. Enter your smtp settings
6. Open Customer Card
a. Report > Statement
b. Fill in the Options using a date range that includes data to statement will print (I used 1/1/2018 - 12/31/2018)
c. Filter on the customer that you assigned the customised report in Document Layout
d. For Output Options select Email
e. Print
Results: It is ignoring all settings from the Document Layout page. The statement is not being emailed. The statement that is printed is the default layout assigned on the Report Layout Selection page.
Expected: Statements to be printed per the Document Layout page settings.
Thanks.
