Thanks, Josh. Yes, 1306. For what it's worth, MS' recommendation to use Word also appears related to performance advantages. Though a couple of extra seconds may not be an issue for us. Ease of use was the primary objective.
One concern with RDLC: formatting. Word allows very fine control. I was able to produce a 1306 template with first-page vs. subsequent page headers; widow and orphan control (no split rows or split paragraphs); and precise spacing. A 2-page invoice generated with this Word template came out as 6 pages using the default 10074 RDLC template - largely due to 10074's header taking up around 60% of every page. Perhaps RDLC has finer control than the default 10074 report utilized.
The 10074 dataset contains line-level tax info, but it's not clear to me where overall invoice totals are available in the dataset. I.e., where are the lines for printing the traditional closing 'Subtotal'/'Tax'/'Grand Total' lines. 1306 includes a collection for summary lines.
10074 is currently missing job# and job task# for lines associated with jobs, at least as of v16.5. We may have the VAR add these.
I'll have to dig-in to RDLC. It's a little disappointing, however, that the 10074 dataset appears tied to RDLC, rather than being usable in Word.
