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Print management setup for sales invoice report

Posted on by 5,877

Hi all,

Can you please let me know , customer wants to run NEW REPORT FORMAT in sales invoice journal instead of STANDARD report.

PIC - 1-

salesInvjournal.png

PIC 2 --

japanrep.jpg

Note - In Sales Invoice report , i have added new design in Sales Invoice report.

Shall i need to display my custom new design in the print management setup for example ( SalesInvoice.newReport ( PIC 2) ?

Please give me more shed on this.

Thanks!

  • @rp@n Profile Picture
    @rp@n 5,877 on at
    RE: Print management setup for sales invoice report

    thanks Ludwiag and QianQW

    Will do and post you the result.

    Thanks for your help

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Print management setup for sales invoice report

    Hi @rp@n,

    I expect that you have a separate Japanese legal entity.

    Log into this company, open the print management and add your report.

    There is no coding required, you just have to select the report that you created.

    Only the Japanese company will have your new Japanese report available.

    All others not.

    You are right.

    Best regards,

    Ludwig

  • Verified answer
    qianwang Profile Picture
    qianwang 7,145 on at
    RE: Print management setup for sales invoice report

    Hi @rp@n,

    Here are two screenshots about D365 F&O. And it is the similar with the ax. You can select different reports for different entity. 

    81.PNG 82.PNG 

    5238.png

    As for the question to populate your report in Print management form, please refer to blog i give you above. Or here is a MS official document.

    docs.microsoft.com/.../custom-designs-business-docs

    Regards,

    QianQW

  • @rp@n Profile Picture
    @rp@n 5,877 on at
    RE: Print management setup for sales invoice report

    thanx Ludwig

    As you mentioned...

    "Once you have deployed your Japanese report, it will become available in the print management form.

    Select it there for your Japanese company."

    -- where is the option to select Japaneses company?

    -- To populate my report in Print management form, need to do code ?

    "This will affect your Japanese company only; not the ones that you already have established because the print management setting is company specific."

    -- I have created a new Legal entity for JAPAN.

    if i set on Print management --  report format to salesInvoice.newdesign for legal entity JAPAN then for other legal entities in print management report format will show salesInvoice.report not salesInvoice.newdesign. RITE?

    this is the concecpt.

    Please give me more shed on this.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Print management setup for sales invoice report

    Hello @rp@n,

    Once you have deployed your Japanese report, it will become available in the print management form.

    Select it there for your Japanese company.

    This will affect your Japanese company only; not the ones that you already have established because the print management setting is company specific.

    Best regards,

    Ludwig

  • @rp@n Profile Picture
    @rp@n 5,877 on at
    RE: Print management setup for sales invoice report

    thanks QianQW

    yet, i am not added to AOT. will do...

    Then will follow the below link which you suggested...

    cloudblogs.microsoft.com/.../

    ***Kindly let me know one thing.

    If i set my the sales report with new dsign in print management then that report is considering as default report for sales invoice instead of STANDARD report. If i am not wrong

    My requirement is --

    the report with new design should run only for ONE LEGAL ENTITY i.e JAPAN and

    for other LEGAL ENTITIES the sales invoice report should run the STANDARD ONE ONLY Means (salesInvoice.report)

    If i add new report design to print management, then it will work based on legal entity ?

    Please give me more shed on this.

    thanks

  • Verified answer
    qianwang Profile Picture
    qianwang 7,145 on at
    RE: Print management setup for sales invoice report

    Hi @rp@n,

    You need to add the SalesInvoice.newReport in AOT first. Then you can choose it in Print management. And report formats can be specific to a country/region.

    I can't see it in the drop-down list of report format in the PIC 2. Has it been added?

    Here is a blog of print setup for Sales order confirmation. It is a similar process for sales invoice report. Please refer to it.

    cloudblogs.microsoft.com/.../

    Regards,

    QianQW

  • @rp@n Profile Picture
    @rp@n 5,877 on at
    RE: Print management setup for sales invoice report

    No, the report is now showing in print management in report format that is the STANDARD REPORT.

    My question is ,

    1. the report ( means new design ) for example- ( SalesInvoice.new design) which I am created for Japan required to set default in print management instead of ( SakesInvoice.Report) standard report?

    2. I have 5 Legal entities. I have created one separate NEW legal entity for Japan. The NEW DESIGN FOR SALES INVOICE report which I am creating is only applicable for New legal entity * Japan )  only 

    For Other existing legal entities,  the report ( SALESINVOICE.REPORT) should run the Standard only.

    Hope you understand now...

    PLEASE GIVE ME MORE SHED ON THIS 

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,719 on at
    RE: Print management setup for sales invoice report

    Hello @rp@n,

    I was asking if you have already selected your report format in the area you mentioned and still not able to generate it through print management?

    6683.jpg

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • @rp@n Profile Picture
    @rp@n 5,877 on at
    RE: Print management setup for sales invoice report

    Sorry Sourav

    Not understand,  kindly elaborate me please

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