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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Adding bank details, c...
Microsoft Dynamics GP (Archived)

Adding bank details, company logo & footer to a a sales invocie

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Posted on by willthornton 75

Any ideas on how to add bank details (most importantly), company logo & foot to a sales invoice? Think i'll need it for:

  • SOP Invoice
  • Historical SOP invoice
  • SOP Credit Note
  • Historical SOP Credit Note

Thanks in advance,

Will

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I have the same question (0)
  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    You can do that through Report Writer, do you know how to modify reports with it ?

    Your feedback is highly appreciated,

  • willthornton Profile Picture
    willthornton 75 on at

    Nope no idea. New to GP! Is it difficult?

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    You are welcome to Microsoft Dynamics GP community,

    You need to refer to Report Writer reference which are available out there. For me, I would highly recommend referring to Leslie Vail's book "Developing Microsoft Dynamics GP Business Applications", this is a great asset for learning report writer.

    You can refer to the user's guide of report writer,

    Or you may take a look at a tutorial video on report writer and reports modifications  Dynamics GP Modification in Report Writer Part III Placing Logo on Blank Invoice Form

    There are plenty of important references out there,

    Please never hesitate to share any further inquiries,

  • Heather Roggeveen Profile Picture
    Heather Roggeveen 9,146 on at

    If you are working with a GP partner, it could be worth talking to them about getting a crash course on Report Writer.  A lot of it is just knowing how to get into it, how to find fields, how to assign security to modified versions of reports etc.

    Then this forum becomes a great place for more specific questions.

    The other thing to consider is using the Word templates that are available from GP2010 onwards.  These give a much nicer report layout, but there are a number of "gotchas" along the way.

    In the end, the best way to learn report writer is to get stuck in and give it a go.

    You can't really mess it up because modifying reports doesn't change the underlying base layer - it writes over the top - so you can always delete and go back to the start.

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