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Hello,
not sure if anyone know if there are difference other than the format, but in the report layout, there are two customer statements
report 1316 is call customer statement - word and RDLC
report 10072 is call customer statementS - RDLC only
we like 10072 and made some customized change.
now we are having trouble to make 10072 to be the default statement and set a auto email schedule
Does anyone have any idea how to fix this?
thanks
Yes, you can set it as an attachment, not an email body.
Assign Document Layouts to Customers or Vendors - Business Central | Microsoft Learn
You can also use report layouts to add content to email messages. For example, report layouts can save time and help ensure consistency by reusing the same content when you communicate with your customers. To use custom report layouts with email, the file type for the layout must be Word. You cannot use the RDLC file type. For more information, see Set Up Reusable Email Texts and Layouts.
You can not use an RDLC layout as an email body, only as attachment. If you want an email body you need to use a Word layout.
Hello,
thanks for your reply. I am still struggling with this
not sure if i understood the steps correctly.
i have 10072 in customer report layouts, set as default in report layout selection
then i go to customer card - customer - document layouts to change the layout
it won't let me change, saying the RDLC can't be used as an email body
I think i am missing a step somewhere.. the statement should be an attachment, not as an email body
could you please let me knw what I am missing?
hi
you can set the default report for customer statements by adjusting the Report Selection settings for the Customer Statement report.
To do this, follow these steps:
Open the Customer Statement report (either 1316 or 10072).
On the report ribbon, click the "Report Selection" button.
In the Report Selection window, select the report you want to set as the default (in this case, 10072).
Click the "Set as Default" button.,click "OK" to save your changes.
Once you have set the default report, you can configure an auto email schedule for customer statements by following these steps:
Open the "Customer Statement - Batch" page.
In the "Processing" tab, select the report you want to use (which should now be set as the default).
Configure the other settings for your batch job (such as the date range, customer filters, and email recipients).
Click "OK" to save your changes and run the batch job.
This should generate and email the customer statements using the report you selected, according to the schedule you configured.
DAniele
I suggest to use Report Substitution: Substituting Reports - Business Central | Microsoft Learn
or
Assign Document Layouts to Customers or Vendors - Business Central | Microsoft Learn
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