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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Report is pulling from...
Small and medium business | Business Central, N...
Suggested answer

Report is pulling from one layout and need to be another.

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Posted on by Lucas Payton 40

Hello,

I have a posted purchase invoice and it is pulling from the purchase Invoice report. I need it to pull it from the sales invoice report. How can I make this a default.

Thanks

I have the same question (0)
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 211 User Group Leader on at
    RE: Report is pulling from one layout and need to be another.

    Report Selection - Purchase is where you set the document. However, the sales invoice report will pull data from Posted Sales Invoice table and not from Posted Purchase Invoice table so printing a sales invoice report when you post a purchase invoice will not work.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 94,111 Super User 2025 Season 2 on at
    RE: Report is pulling from one layout and need to be another.

    Hi, as Kim mentioned, this is possible, but with errors. Because the DataItem is different when the report is designed, the following error will occur.

    pastedimage1670545625586v1.png

    pastedimage1670545641149v2.png

    Hope this helps as well.
    Thanks.
    ZHU

  • Suggested answer
    pankaj.k Profile Picture
    pankaj.k 994 on at
    RE: Report is pulling from one layout and need to be another.

    Hi Lucas Payton,

    Based on your requirement i check the purchase layout and it will not set on the Sales layout. 

    so you need to create new sales report with the same as purchase invoice report layout.

    that will be helps you to print same layout.

    Thanks 

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