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changes on Report Layout in Sales Invoice

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Hi Guys, I have a requirement to do changes on Report Layout in Sales Invoice. In the print management, the report should be mapped with the new format to print.

Could you please let me know what classes are required to do the changes. So, that I will get my report in Print management in below:

Thanks in advance!

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Dynamics 365 Finance

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Martin Dráb 237,965 Most Valuable Professional on at

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The documentation page Create custom designs for business documents is a good starting point.

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CU05031448-0 1,275 on at

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Thanks, Martin for the response.

I gone through the link which you shared. What I understood the along with below code (from the link) we need add Controller & Contract class also.

class PrintMgtDocTypeHandlersExt { [SubscribesTo(classstr(PrintMgmtDocType), delegatestr(PrintMgmtDocType, getDefaultReportFormatDelegate))] public static void getDefaultReportFormatDelegate(PrintMgmtDocumentType _docType, EventHandlerResult _result) { switch (_docType) { case PrintMgmtDocumentType::SalesOrderConfirmation: _result.result(ssrsReportStr(SalesConfirmExt, Report)); break; } } }

Controller:

[ExtensionOf(classStr(SalesInvoiceController))] final class SalesInvoiceController_Extension { /// <summary> /// Sets the instance name from the current print settings /// </summary> protected void outputReport() { PrintMgmtPrintSettingDetail printMgmtPrintSettingDetail = formLetterReport.getCurrentPrintSetting(); salesInvoiceContract.parmInstanceName(printMgmtPrintSettingDetail.parmInstanceName()); next outputReport(); } }

Contract:

[ExtensionOf(classStr(SalesInvoiceContract))] final class SalesInvoiceContract_Extension { private PrintMgmtSetupName instanceName; /// <summary> /// Gets or sets the value of the datacontract parameter instanceName. /// </summary> /// <param name="_instanceName"> /// The new value of the datacontract parameter agentAddress; optional. /// </param> /// <returns> /// The current value of datacontract parameter instanceName /// </returns> [DataMemberAttribute('InstanceName')] public PrintMgmtSetupName parmInstanceName(PrintMgmtSetupName _instanceName = instanceName) { instanceName = _instanceName; return instanceName; } }

DP:

If we add any new field in Tmp table to populate value in Header & Footer

[ExtensionOf(ClassStr(SalesInvoiceDP))] final class SalesInvoiceDP_Extension { protected void insertIntoSalesInvoiceHeaderFooterTmp(CustInvoiceJour _custInvoiceJour, CompanyInfo _companyInfo) // TO DO next insertIntoSalesInvoiceHeaderFooterTmp( _custInvoiceJour, _companyInfo); }

Am I correct?

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Martin Dráb 237,965 Most Valuable Professional on at

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Your code isn't anywhere on the page I shared. Also, it doesn't add a contract and a controller, it extends them.

Your requirement is changing the report design, not to extend the contract and the data provider class, therefore your code doing so shouldn't be there. Your code in the controller extension doesn't seem to be related to your requirement either.

If you follow the link, you'll create a new controller extending the standard one; you won't extend it. But it's not really necessary, AFAIK.

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CU05031448-0 1,275 on at

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Hi Martin, I understood that print management code is required which you shared earlier. But Contract and controller class not required any more. So, I will remove it.

As per my requirement, I need to add logo in the header and footer in the sales invoice report based on some condition.

That's why I have mentioned the DP class and provide the code how will i insert the code in Temp table to display the logo in the report header and footer.

I hope DP class is correct.

Pls confirm.

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CU05031448-0 1,275 on at

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Kindly confirm Martin once available

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Martin Dráb 237,965 Most Valuable Professional on at

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Sure, if you have other requirements, you may need other changes.

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CU05031448-0 1,275 on at

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Thanks, Martin for the response. As I am new to D365FO , So, I searched in google and found that below two classes are needed for the Print management setup to run the custom report format for the sales invoice:

PrintMgmtReportFormatPopulator

PrintMgmtDocType

anything else required?

Is it correct? Pls confirm.

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CU05031448-0 1,275 on at

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Hi guys, once available kindly reply on this pls.

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