Set Report layout for Posted Sales Invoice based on value in Customer-Record

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Posted on by Chris Brill

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Hello Community!

I have a report with 3 layouts for the posted sales invoice. Layout#1 came with an app. Layout#2 and Layout#3 have been added in the report-extension I'm working on.
The default is Layout#2.
If a certain value in the bill-to-customer is set, the selected layout in the request page should be layout#3.

Sounded pretty simple, but so far no solution completely worked.

Yun Zhu already wrote about a pretty similar case here: How to set the default report layout via AL (“Report Layout List 2000000234” and here: How to specify the report layout before printing via AL (“Report Layout List 2000000234” not “Custom Report Layout 9650”).
His solution is for Sales Invoice and obviously modifiying the value for a new field in the Posted Sales Invoice doesn't work. Still there are some good suggestions in those articles. But here's why they didn't work for me:

Reason 1: PrintDocumentWithCheckDialogCommon

This is a local procedure in the ReportSelections-table. It's called during the standard process and it cleares the Design-Time-Report-Selection. So it's useless setting this value on the OnBeforeAction-Trigger of the Print-Button.

Reason 2: Report xxx "does not have a valid layout"

So I tried different approaches:
Approach A: Use an event that is called after the PrintDocumentWithCheckDialogCommon-procedure and set the Design-Time-Report-Selection (e.g. OnAfterSubstituteReport).
Approach B: Set the ReportLayoutSelection-Value on the OnBeforeAction-Trigger of the Print-Button.
Approach C: Set the ReportSelections."Report Layout Name" on the OnBeforeAction-Trigger of the Print-Button. This way the PrintDocumentWithCheckDialogCommon-procedure replaces the ReportLayoutSelection-Value later.

All those approaches somehow worked. At least the request-page was opened and the correct layout was selected. BUT if you click Preview or Print there is an error-Message stating that the report "does not have a valid layout". If you manually select the very same layout on the request page it works fine. This error message seems to be caused by the OnInitReport-Event (which is not available in Report-extensions) right when it's called.

So I don't have any further ideas. Is the error message supposed to be like this?

Does anyone have an idea how to make this work?

Thanks in advance! Christopher

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Dynamics 365 Business Central

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Khushbu Rajvi. 19,085 Super User 2025 Season 2 on at

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Set Report layout for Posted Sales Invoice based on value in Customer-Record

Good to hear Chris!

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Chris Brill 112 on at

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Set Report layout for Posted Sales Invoice based on value in Customer-Record

Thanks a lot,
the thread didn't help, but the answer to the GitHub-issue did solve my problem.

When I used

DesigntimeReportSelection.SetSelectedLayout('ReportName');

I didn't use the name, but the caption. So I did see the correct caption, but there was no report linked to it. I expected BC to check this in the procedure, but it obviously doesnt.

By the way:

ReportLayoutSelection.SetTempLayoutSelectedName('ReportName');

works as well.

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Khushbu Rajvi. 19,085 Super User 2025 Season 2 on at

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Set Report layout for Posted Sales Invoice based on value in Customer-Record

Simmilar issue: Report id does not have a valid layout. Valid layout types are: Word, RDLC, Excel, and Custom.
https://community.dynamics.com/forums/thread/details/?threadid=d055386e-3b18-ef11-9f8a-6045bddbf119

https://github.com/microsoft/ALAppExtensions/issues/25761

Hope this helps

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Chris Brill 112 on at

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Set Report layout for Posted Sales Invoice based on value in Customer-Record

Does nobody know, if this is a bug in BC, or by what this is caused and if there is a walkaround? :-/

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Chris Brill 112 on at

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Set Report layout for Posted Sales Invoice based on value in Customer-Record

Hello Valentin,

thanks for your reply. I've considered this as well, although it might still have the same problems as I have to replace the standard-layout as well.
And as the user doesn't always know whether the decisive value is set, I would have work with message boxes, to tell the user to use the user button. Not really a nice workflow.

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Valentin Castravet 28,578 Super User 2025 Season 2 on at

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Set Report layout for Posted Sales Invoice based on value in Customer-Record

If nothing works then another thing you can do is simply add a different action button for each layout.

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