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Finance | Project Operations, Human Resources, ...
Answered

Customize Pre Forma Invoice report

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ReportReport
Posted on by 304

Hello All,

Regarding the pre forma invoice report of purchase order invoices, I need to do some customization on the report, but I can't actually locate the report name or design I thought it's VendInvoiceDocument, but it's not responding to my customization

note: I duplicated the report I added simple static text in the design and I made extensions of menuitems VendInvoiceDocument, VendInvoiceDocumentCopy and VendInvoiceDocumentOriginal, I made a new class extends the VendInvoiceDocumentController calass and I rewrite the main method 

public static void main(Args _args)
    {
        SrsReportRunController formLetterController = MyVendInvoiceDocumentController::construct();
        MyVendInvoiceDocumentController controller = formLetterController;
        controller.parmReportName(ssrsReportStr(VendInvoiceDocumentCopy, Report));
        controller.parmArgs(_args);
        controller.parmShowDialog(false);
        controller.parmDialogCaption("@SYS22766");
        controller.startOperation();
    }

I assigned the menuitems I extended to my new class, I tried the 3, but non works, I also tried to duplicate VendInvoiceDocumentB_IN report and do the same process, and I can actually see a direct way to locate the report, or I have the right report and doing something wrong in the code? 
Thanks in advance

I have the same question (0)
  • Verified answer
    Andrew Xu Profile Picture
    3,877 on at

    Kareem,

    The report is VendInvoiceDocument. But instead of extending VendInvoiceDocumentController, did you try adding your customized report in print management? Here's a link of how to create a new report/design in print management

    community.dynamics.com/.../new-report-or-new-design-of-existing-report-in-print-management

  • KareemTaima Profile Picture
    304 on at

    Hello Andrew,

    I took a look at the link you provided, I followed his steps expet this part

    if(PrintMgmtDocumentType::PurchaseOrderInvoice == _docType)

           {

               _result.result(ssrsReportStr(VendInvoiceDocumentCopy,Report));

           }

    and it's not working, Is PrintMgmtDocumentType the wrong type?

  • Verified answer
    Andrew Xu Profile Picture
    3,877 on at

    That's the right type. Once you're done with you code change, you need to update the 'print management' of vendor invoice under AP module to select your customized report.

    pastedimage1629293124550v1.png

  • KareemTaima Profile Picture
    304 on at

    Thank you Andrew, it was such a help

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