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Dynamics 365 Community / Forums / Business Central forum / Set Default Layout Rep...
Business Central forum

Set Default Layout Report (eg Invoice Template)

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Posted on by Stephen Pryke 412

Does anyone know if or how it's possible to set a default invoice template (=layout report) for a whole company? 

At the moment, all our customers and any new customers get the standard D365BC template, but naturally we have our own Word template we would like to use. It's imported and we can update the layout on individual customers, but this is not feasible for 800+ customers. 

Report Selection-Sales didn't seem to make any difference.

Any ideas?

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  • Damogran Profile Picture
    Damogran 360 on at

    Check Report Selection-Sales for the default report that is set for invoicing.

    Then go to Search box in top right corner, write "report layout", and open "Report Layout Selection" page.

    Find your Invoice report number, and change the Selected Layout to "Word (Built-in)"

  • Stephen Pryke Profile Picture
    Stephen Pryke 412 on at

    Thanks. I've got that far, but I can't select which custom (word) layout I want to use as default for the particular company. The issue we face is that we need to have different versions of the invoice template (1306) for different subsidiaries.

    I've found it in the "Report Layout Selection" page, the selected layout is already set to "Word (Built-in)" and I can see the different versions on the right under "Custom Layouts", but how can I specify that company 1 should use custom layout A by default, company 2 should use layout B by default, etc.? I can do this individually in "Document Layouts" on customers, but not as a default for all customers in a particular company.

    I'm a bit stuck!

  • Verified answer
    Damogran Profile Picture
    Damogran 360 on at

    Hello Stephen!

    Go to Report Layouts Selection page. Check Company name in the header section it is Company A. Change Selected Layout for 206 Sales-Invoice to Custom Layout. Next column "Custom Layout Description" Dropdown select desired Word layout you have in your system. Select Company Name "Company A".

    Change header Company Name to Compan,1y B. Go to Report ID 206, change Custom Layout Description Dropdown to Desired layut. For testing I created "Copy of New layout". Select Company Name "Company B". Ignore possible warning.

    Go to Company A, try printing invoice, confirm that output is as desired, and do the same in Company B.

  • Stephen Pryke Profile Picture
    Stephen Pryke 412 on at

    Thanks! Worked perfectly. The key was changing the layout to "Custom Layout".

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