Customer specific sales invoice format

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How do i default a specific sales invoice format for a customer out of 2 invoice formats used by the company.

I know that it has to do something with print management.

Eg: Customer A will always get one sales invoice format and Customer B will get another invoice format. This has to be defaulted.

Regards

Setty

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André Arnaud de Cal... 300,966 Super User 2025 Season 2 on at

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Hi Setty,

You can use the print management from the customer form to define specific settings. Before you do so, you have to customize the invoice report to provide multiple formats.

PS I have removed your mail address which you added as tag on this post.

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Community Member on at

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Hi Andre'

Do you mean 'Report format' field in print management should drop down to multiple formats for selection?

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Community Member on at

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we have multiple formats developed but now we need to default the particular format to each customer.

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Community Member on at

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I need to 'override' the existing one in print management.

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Martin Dráb 237,829 Most Valuable Professional on at

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Yes, the report format field should offer you a selection of report formats.

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Fredrik Sætre 12,644 on at

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Yes, report format should have the different designs available.

The have made an example of this for sales confirmations:

blogs.msdn.microsoft.com/.../dynamics-ax-2012-reporting-how-to-specify-new-design-for-sales-order-confirmation

Good luck!

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Community Member on at

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Thanks All, Appreciate it.

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André Arnaud de Cal... 300,966 Super User 2025 Season 2 on at

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Hi Harsha,

If your question has been answered, please mark the answer(s) that helped you. The thread will get the status answered and other persons with the same question will be directed to the verified answers in the first place.

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