Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Unanswered

Is it possible to have two sales quote templates on business central?

(1) ShareShare
ReportReport
Posted on by 42
Kindly advise whether it would be possible to set up more than 1 sales quote templates (e.g. with different terms and conditions) and to then select the requested quote template when setting up the quote.
  • Syangden Profile Picture
    Syangden 4 on at
    Is it possible to have two sales quote templates on business central?
    Which Version are you using? Is it later version than BC190? If yes then I have a suggestion below.
     
    But it can be helpful, if you only want to add changes in layout only then I suggest you to use in-built feature of selecting layout while running the report.
     
    1) First, Export the RDLC and make changes as per your need. (Here I have 2 Layout ready)
     
     
    2) Open the request page of the report you want to run.
     
     
    3) Click on the look up of Report Layout (it will open the list of layouts) and Create New Layout.
     
     
    4) Enter the Detail, Required Layout options and Ok. (Here I have selected RDLC) and Repeat the process for adding another layout again.
     
     
    5) Now, you have 3 options when you click on the look up of Report Layout.
     
     
    6) Now you can select the required layout while printing and give different print. (Here I have attached 3 different print as per layout)
     
     
    I hope this helps.. 
     
  • Mohammed Marhoon Profile Picture
    Mohammed Marhoon 12 on at
    Is it possible to have two sales quote templates on business central?
    Hi,

    You can have different quote templates for printout without any issue.
     
    Your challenge to print on which template and this accomplishes cannot be due you cannot assign more than one layout template,
    however this can be accomplished by do some AL coding to allow the end user select which template layout to print.
     
  • LS-29041148-0 Profile Picture
    LS-29041148-0 42 on at
    Is it possible to have two sales quote templates on business central?
    I cannot print a recurring sales line as a designed template, the aim here is not order lines it is the template itself,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans