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Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Cloning PSAQuotations ...

Finance | Project Operations, Human Resources, ...

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Cloning PSAQuotations to create a custom proform invoice

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Posted on by EK-26061005-0

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I have been asked to create a copy of PSAQuotations as a seperate report. I thought it could be as simple as creating an extension but there are too many objects in AOT that related to this report. Which objects do i actually need to duplicate in project other than the report itself to create a functioning SSRS proform invoice?

Naively duplicating every related object in AOT and renaming them resulted in the following error:

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Waed Ayyad 9,218 Super User 2026 Season 2 on at

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Hi,

If you want to change the SSRS report design only, then you should create new report, you can use the same code, and data sources of the original report, and add new class that extends the original controller class to call your new report.

For more details check the following links:
https://14-dynamics365.com/2024/01/23/how-to-customize-a-ssrs-report-in-d365-fo/

https://community.dynamics.com/blogs/post/?postid=606701f4-bacf-4870-bfb4-d22a590da78d#:~:text=What%20you%20have%20to%20do,to%20re%2Droute%20the%20print

Thanks,

Waed Ayyad

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