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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Filter a Sales Invoice...
Small and medium business | Business Central, N...
Suggested answer

Filter a Sales Invoice. Trying to remove certain columns in the generated sales invoice before sending to customer.

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Posted on by Dylan Vincent 60

Hello, 

I am trying to to remove certain columns in the generated sales invoice before sending to customer.

Our POs have all the required information we need when generated. When a sales invoice is geneated, we would like to modify the sales invoice by removing a description colum before posting/ sending. Not sure if this would be an option but we could also post the sales invoice then modify the invoice by removing the colum before sending to the customer. 

Overall just trying to modify the details (1 column removal) before sending to customer. 

I've tried to print and use "filter" but not having any luck

pastedimage1658857127847v1.png

I am trying to remove the "description comment"

pastedimage1658857252962v2.png

INVOICE PREVIEW

pastedimage1658857332655v3.png

Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 85,455 Super User 2025 Season 1 on at
    RE: Filter a Sales Invoice. Trying to remove certain columns in the generated sales invoice before sending to customer.

    Hi, This requires customization. First add the field of the condition with the Report Extension.

    https://yzhums.com/10723/

    Then in the RDLC Layout file, Set the colum displayed or not displayed according to the added conditional fields.

    https://docs.microsoft.com/en-us/sql/reporting-services/report-design/expression-examples-report-builder-and-ssrs?view=sql-server-ver16#DecisionFunctions

    Hope this can give you some hints.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,029 Moderator on at
    RE: Filter a Sales Invoice. Trying to remove certain columns in the generated sales invoice before sending to customer.

    It is not the easiest layout task. So if you not are familiar with working with the report layouts i will recommend you to contact your partner and have them assist you. It should not take them too long and will same you from having to learn it yourself.

  • Dylan Vincent Profile Picture
    Dylan Vincent 60 on at
    RE: Filter a Sales Invoice. Trying to remove certain columns in the generated sales invoice before sending to customer.

    Internally, would we be able to utilize the report layout, make the sales invoice to what we would want then apply it?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,029 Moderator on at
    RE: Filter a Sales Invoice. Trying to remove certain columns in the generated sales invoice before sending to customer.

    Unfortunately you can not filter out that when you run the report.

    You will have to modify the report layout either in word or in report builder.

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