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Dynamics 365 Community / Forums / Business Central forum / Custom Report for Sale...
Business Central forum

Custom Report for Sales - Invoice

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Posted on by Community Member

Hi,

I´m a bit confused about custom invoices.

I´ve read everything I found online but I'm not able to get this working for me.

Here´s what I want to do: a custom template for the Email and one for the attachment.

In the Report Selection - Sales I defined a new report with the Email text which is used for invoices and a new rpeort for the attachment.

But if I create a new invoice the system uses the Email template I designed but allways the "Sales Invoice - blue" as attachment.

If I use a additional sequence it will fail to save with an error.

BC_5F00_Invoice_5F00_Template.PNG

The question is: where can I change the used template for the attachment?

Any help will be welcome.

Kind regards,

Christian

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  • Jason T Profile Picture
    Jason T on at
    RE: Custom Report for Sales - Invoice

    How do i fix the issue so when i try and select my layout to be used as the email body that it does not give the message "an email body is already defined for S.Invoice"?

  • Jason T Profile Picture
    Jason T on at
    RE: Custom Report for Sales - Invoice

    i see it. What i don't know how to do is to connect a custom report layout that i created to be used as the email body. How do I achieve this. all of the ones that have use for email body set to true all have a n email body layout code with nomenclature of MS-{layout-id)-EMAIL_DEF. How do I create that?

    The one I created was named automatically to the current layoutid with 001 at the end. Please help

  • Suggested answer
    JAngle Profile Picture
    JAngle 89 on at
    RE: Custom Report for Sales - Invoice

    I’d do a new one so it’s less cluttered but one of those will have table 77 I’m sure

  • Jason T Profile Picture
    Jason T on at
    RE: Custom Report for Sales - Invoice

    Am i creating a new config package or editing an existing one? I have 2 in my list currently. I have code GB.ENU.EXCEL and US.ENU.STANDARD.

  • Suggested answer
    JAngle Profile Picture
    JAngle 89 on at
    RE: Custom Report for Sales - Invoice

    This is a guide on the configuration package part: docs.microsoft.com/.../admin-how-to-prepare-a-configuration-package

    Add a line in a package for table 77. Export to excel and you will get all the current data with all fields viable. Add the data for the service invoice and import the same excel workbook. Apply the data and then test

  • Jason T Profile Picture
    Jason T on at
    RE: Custom Report for Sales - Invoice

    Will you provide some guidance on how to do this? Thank you, 

  • Suggested answer
    JAngle Profile Picture
    JAngle 89 on at
    RE: Custom Report for Sales - Invoice

    Yeah the page for report selections -service does miss the email fields. It’s all part of the same table though (table 77). You could do a configuration package to export the current data to excel and then import the changes required. Worth a try. A page extension would be needed to see the fields in the UI

  • Jason T Profile Picture
    Jason T on at
    RE: Custom Report for Sales - Invoice

    it works for sales but not service. it won't let me select the sub layout to use.

  • Suggested answer
    JAngle Profile Picture
    JAngle 89 on at
    RE: Custom Report for Sales - Invoice

    report selections is the first place. The second place is report layout selections. There you actually say for this document use this layout. Same rule applies across the board for documents 

  • Jason T Profile Picture
    Jason T on at
    RE: Custom Report for Sales - Invoice

    I am having a similar problem. It won't let me select a custom report layout to use with service invoices. I get an error message "an email body is already defined for S.Invoice" Any ideas are appreciated.

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