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Add Custom Design For Free Text Invoice Report

Posted on by 865

We are trying to create custom report for free text invoice that will displayed with original report. Following article we are following to create custom report.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/custom-designs-business-docs

Problem is that the custom design we add from Form Setup is displayed on All Free Text Invoice -> Invoice (Action Pane) -> Print Management but it is not displaying on All Free Text Invoice -> Invoice (Action Pane) -> View

Img1.png

Img2.jpg

What I am missing here? Is my approach for creating Custom Design wrong?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,995 Super User on at
    RE: Add Custom Design For Free Text Invoice Report

    Hi DynAX90,

    If I do understand your question correctly, you do expect a third option on the second screenshot? This is not like it is working. The print management is used when you do actually print the document to the printer. The View options do have the purpose to view or print on demand a new copy or again show the original invoice. It has no direct relation with the print management setup.

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