Small and medium business | Business Central, N...

No resource lines in Proforma invoice

(0) Share

Report

Posted on by kenvdhorst

Hi guys,

Hope you can help out!

I want to start using the Proforma invoice Word lay-out (1302). I've created an copy of the default Word lay-out. When I run some test, only lines of the type Item are displayed. So for example I can't see lines of the type Resources. Situation also applies on the RDLC version of the 1302 lay-out.

When I use the default Concept invoice lay-out the lines are all displayed correctly.

Do you guys have an idea?

Categories:

Dynamics 365 Business Central

All responses (4)

Answers (0)

kenvdhorst 32 on at

Like (0)

Report

No resource lines in Proforma invoice

Hi Ariba and YUN ZHU,

So cool you are helping out on this topic! Indeed this is standard behavior. But don't we find this a bit strange? You want to display all the lines that are going to be invoiced right? Otherwise: whats te use of the proforma?

Can you help me out by removing the filter and suppling me with the Word lay-out file?

That would be awesome!
Suggested answer

YUN ZHU 85,674 Super User 2025 Season 1 on at

Like (0)

Report

No resource lines in Proforma invoice

Hi, as far as I know this is standard behavior.

For example,

RDLC:

Word:

This is controlled in report 1302 "Standard Sales - Pro Forma Inv" code. This restriction cannot be lifted by simply modifying the layout file.

Hope this helps.

Thanks.

ZHU
kenvdhorst 32 on at

Like (0)

Report

No resource lines in Proforma invoice

I took a look at the RDLC in Visual Studio. No such filter.

Any tips?
Suggested answer

Ariba Mehdi 160 on at

Like (1)

Report

No resource lines in Proforma invoice

Hi there,

Check whether you have used any filters to set the Type as Item on report extension.
For example:

SetRange(Type, Type::Item);

If not, please share the code for better understanding.