Dynamics Community Forum Thread Details

Error trying to save back customer statement default on customer cards

Dear All,

I wonder if anyone has come across this issue before.

So I have a customer that wants to email out customers their statements but they currently don't have the default set on the Document layout screen.

So in the past I have done the following used edit in excel on the screen from one account that has the customer statement document layout set.

Once logged in on the data connection box, I then do to the Design function and then you the edit option on the table and add in Useage & click Done & Refresh.

All good so far.

Then I use the filter option and clear filters, on the document layout so that it shows all customer records that have any defaults on them.

I then add additional customer records and put in the same information as the existing ones, but the Publish button is greyed out. Why?

Now done this in the past and it worked, but I don't know if on v22.1 that MS have changed it so you cannot use this method?

Any help would be appreciated.

If not can anyone point me in the right direction with the config package and what tables I need to add the customer statement document layout to the customer record.

Kind regards,

Kelly

Categories:

Dynamics 365 Business Central

Hi,

If it is the same design Customer statement for all customers, You can set it up in "Report Selection - Sales", choose Customer Statement at the top for Usage and then on the lines provide the needed report ID and layout codes.

If You want to have several designs specific to different customers, then I would suggest to use Configuration package for table 9657 (Customer Report Selections) and here You can import the lines. Create one line manually from customer card --> Document Layouts, then export the config.package to excel to have an example and fill in other lines as needed.

Regarding why the Excel add-in is not working - could be that for this environment for the customer the add-in is not set up - that is why the Publish button is greyed out.

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