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SQ - Custom Report Line Error

Posted on by 251

I am trying to add a column in my Sales Quotes Report through custom reporting, got the word doc open, was able to add it, and upload it.  The problem is I am not using the right mapping?  I am trying to get the Line Amount Including tax as shown below.  2 Questions..1 what is the correct mapping and 2 where do I find the correct mapping for future reference?

Word Doc Report

pastedimage1648648719831v1.png

What is looks like running the report
pastedimage1648648753639v2.png

Thanks!

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  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 70,099 Super User 2024 Season 2 on at
    RE: SQ - Custom Report Line Error

    Hi, Please refer to the screenshot below.

    Enable the Developer first.

    pastedimage1648780018156v1.png

    pastedimage1648780034379v2.png

    Then choose Developer -> XML Mapping Pane.

    pastedimage1648780062032v3.png

    Select xml part. (A report with report object id)

    pastedimage1648780110199v4.png

    Find your field, right-click it and select Add as Text.

    pastedimage1648780250865v5.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: SQ - Custom Report Line Error

    In Word, make sure that you have the Developer tools Ribbon, under there look for the XML mapping pane.

    pastedimage1648736844863v1.png

    There will be pane open on the right look for the scheme that is coming from NAVorBC, open it and it will show you the available data fields. 

    Place your cursor where you desire in your document, find the field in the available list, right click and insert content.

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