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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Change invoices, order...
Microsoft Dynamics NAV (Archived)

Change invoices, order format

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Posted on by Community Member

Hi, I am stuck here!

I want to add company logo to invoices and orders. Also want to add more text in them. I tried "custom report layouts" under the "report" function in IT administration. But I cannot make changes for "RDLC".

I then tried "the word". But it gave me a blank word sheet and can do nothing with it.

If there are other functions can be used to formatting documents in NAV? I just could not figure it out! Appreciate any helps!

Grace

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    What I mean is for PO...

  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,243 Super User 2025 Season 2 on at

    Grace,

    To create custom report layout please checkout this video

    www.youtube.com/watch.

    When you said you cannot make changes to RDLC what you mean? are you getting an error ?

    Regarding adding company logo, that is by default added to the sales document reports but controlled by a setup field on the sales & receivables setup (Logo Position on Documents) so please enable that to show on the report

    You only have two formats i.e. RDLC and word.

  • Suresh Kulla Profile Picture
    Suresh Kulla 50,243 Super User 2025 Season 2 on at

    Sorry i did not see your second message. For PO there is no logo by default you have to customize it. Let me know the error message you are getting when you customize it.

  • Community Member Profile Picture
    Community Member on at

    Hi Suresh, The error message is "Microsoft report builder is not installed on this computer".

    What I did is:

    First, choose "report layout selection", it will give you the list.

    Second, select "custom report layouts" for PO. A window pop up.

    Nothing in the window, select "new". And say "insert RDLC".

    Try to "edit layout" for RDLC. Then the message is there.

    I am not the person who installed NAV. Something may be missed...

    Thank you!

    Grace

  • Community Member Profile Picture
    Community Member on at

    I think I need to download the Builder!

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,243 Super User 2025 Season 2 on at

    Yes you can download the builder from the following link or if you have visual studio 2013 even that will work.

    www.microsoft.com/.../details.aspx

  • Community Member Profile Picture
    Community Member on at

    Hi Suresh,

    I downloaded and made the changes. However, the PO still has no Logo after the changes but if you run the reports in "customize layout" window it has logo there.

    What I missed?

    Thank you!

    Grace

  • Community Member Profile Picture
    Community Member on at

    Ok, I know the problem! Thanks!

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