Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics NAV (Archived)

Change invoices, order format

Posted on by Microsoft Employee

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

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change invoices, order format

    Ok, I know the problem! Thanks!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change invoices, order format

    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

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Change invoices, order format

    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 Microsoft Employee on at
    RE: Change invoices, order format

    I think I need to download the Builder!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change invoices, order format

    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

  • Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Change invoices, order format

    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.

  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Change invoices, order format

    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.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change invoices, order format

    What I mean is for PO...

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans