No resource lines in Proforma invoice

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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?

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Reports and Business Intelligence

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kenvdhorst 32 on at

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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!
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YUN ZHU 68,480 Super User 2024 Season 2 on at

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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

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No resource lines in Proforma invoice

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

Any tips?
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Ariba Mehdi 156 on at

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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.