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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Choosing "Include...
Microsoft Dynamics GP (Archived)

Choosing "Include Tax Details" causes SO Blank Invoice to revert to the unmodified invoice report

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Posted on by Kimberley Stevens 720

Although we have a modified Word Template in place for our invoices, choosing the option to include tax details when printing or emailing the invoice causes GP to revert to the original SO Blank Invoice Word Template instead of using our modified one.  

Does anyone know why this would be happening?  The only thing I can think of is that the tax detail fields are not available in the modified template, but they are available in the original.  I don't actually see them in either. Both field lists look identical, and I did the modifications  from the original template myself, so I don't believe any fields were removed anything like that.

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  • Suggested answer
    Ian Grieve Profile Picture
    Ian Grieve 22,782 on at
    RE: Choosing "Include Tax Details" causes SO Blank Invoice to revert to the unmodified invoice report

    The Globals field Tax Registration is the field from Company Setup (Tools >> Setup >> Company >> Company).

    When I add this field and the Legend5, the Tax Registration prints correctly but the Label is blank.

  • Kimberley Stevens Profile Picture
    Kimberley Stevens 720 on at
    RE: Choosing "Include Tax Details" causes SO Blank Invoice to revert to the unmodified invoice report

    Thanks to both of you!  I can't believe I didn't know this!  I thought I had dissected every single invoice option some time ago.  You learn something new every day!  

    Do you happen to know what data the "Tax Reg Number Prompt"/Legend[5] on this report is evaluating?  I'm not being prompted for anything when generating the report, and I don't see anything missing in the setup records.  However, it is restricting the printing of the company's Tax Registration Number and I'm just wondering why.  Of course I know that I can just pull the Tax Reg # directly onto the invoice, but I'd like to figure out what this is actually supposed to do.

    Thanks again!

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Choosing "Include Tax Details" causes SO Blank Invoice to revert to the unmodified invoice report

    Hi,

    Ian has it spot on! Do not forget that your historical invoice will change as well if you choose to print tax details.

    Kind regards,

    Leslie

  • Suggested answer
    Ian Grieve Profile Picture
    Ian Grieve 22,782 on at
    RE: Choosing "Include Tax Details" causes SO Blank Invoice to revert to the unmodified invoice report

    When you mark the Include Tax Details the report produced is the SOP Blank Options Invoice Form.

    You will need to modify this and, possibly, the historical version of this report.

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