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Is it possible to batch print sales invoices when different clients have different custom templates?

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Posted on by serge_1

Hello everyone reading this and thank you for your attention.

We are using Navision 2018 and for weeks I have tried to print a batch of invoices in which three different custom reports are used as the invoice template. Everything works perfect when the invoice is always the same template, but things don't work so well when there is a mix of templates in the batch. Sometimes the wrong template is applied to the wrong customer, and sometimes the customers that depend on one of the invoice templates will not print at all, leaving the batch incomplete.

For example, imagine we have five customers named CustA, CustB, CustC, CustD, CustE.

Now imagine the customer's invoices are assigned as follows

CustA : 50010
CustB : 50020
CustC : 50020
CustD : 50010
CustE : 50010

If I go to Posted Sales Invoices and select invoices at random using the Ctrl key to multiple-select invoices one of two things happens:
If I sort the invoices by invoice number ASCENDING, then ALL the invoices will print with the template of the first customer on the list of invoices
If I sort the invoices by invoice number DESCENDING, then only one type of invoice will print, and the other customer's invoices will not print.

I have been breaking my head for several weeks trying to figure out if this can actually be done.
Anyone with information regarding this strange behavior in Navision 2018 or perhaps experiencing the same issue?

Thanks for your time in advance

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Marco Mels on at

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RE: Is it possible to batch print sales invoices when different clients have different custom templates?

Hello,

If you raise a support request with Microsoft we can ask the product group to backport the code adjustment into latest CU for Dynamics NAV 2018. As far as I know the issue is still happening in v11. Upgrading v11 CU's will probably not help.

Thanks.
serge_1 5 on at

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RE: Is it possible to batch print sales invoices when different clients have different custom templates?

Marco,

Thank you for taking the time to look at my request for help. This is definitely similar to the issue I am seeing, but one thing that caught my eye is that you said the issue was fixed in V13. That's one big problem I inherited with our current Navision 2018. It remains at the base product install. Not a single CU has been applied, so for now and until I find a cure to the issue I've set up a separate copy of the server where I am going to apply CU's until hopefully I see the problem is resolved.
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Marco Mels on at

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RE: Is it possible to batch print sales invoices when different clients have different custom templates?

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.