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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customized Sales profo...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Customized Sales proforma invoice report

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Posted on by Community member 23

Hi All,

I'm looking to customize the standard sales proforma invoice report, but it appears that the invoice report and proforma invoice are the same. I'm unsure where to begin with this task.

Thank you.

I have the same question (0)
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 8,097 Super User 2025 Season 2 on at
    Hi Community member,

    Can you please share what changes would you like to be different between sales invoice and proforma?

    Please check this link: (a similar questions was asked)
    https://www.dynamicsuser.net/t/sales-proforma-invoice-report-name-in-aot/53243/3

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
  • Community member Profile Picture
    Community member 23 on at
    Yes, I referred to this blog, but I'm still unclear about where I should call my customized proforma invoice design in the SalesInvoiceController. The scenario is that the user wants a customized design with additional fields in the proforma invoice report. I'm stuck and not sure where to start. Any guidance would be appreciated.
  • Layan Jwei Profile Picture
    Layan Jwei 8,097 Super User 2025 Season 2 on at
    Hi Community member,
     
    You need to use this line of code in main method:
    controller.parmReportName(ssrsReportStr(ReportName, DesignName));
     
    Thanks,
    Layan Jweihan
  • Community member Profile Picture
    Community member 23 on at

    Hi Layan,

    I've tried implementing this piece of code in SalesInvoiceController. It's working for the proforma invoice, which is great. However, when generating the invoice report, it's still opening the same customized report. My report doesn't need to affect the invoice report.

    Now, I want to call my report in print management as well. Could you please guide me on where I should map this report in print management?

    Thank you.

  • Suggested answer
    ByteCode Profile Picture
    ByteCode 4 on at
    Hi,
     
    You can use the isProforma() method available on the CustInvoiceJour table. This method will return 'true' if the proforma invoice is generated.
    Pass this method's value as a contract parameter to design and add conditions based on it in the report design to toggle the visibility of new fields in case of proforma.
     
    Thanks.
  • Layan Jwei Profile Picture
    Layan Jwei 8,097 Super User 2025 Season 2 on at
    Hi Community member,
     
    Yes, it will definitely open the same design. You need to add an if condition to which report to open. so if it's performa you specify the new report and design and if it's not, you specify the old design.
     
    Regarding print management, maybe check those links:
     
     
     
     
    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
  • Layan Jwei Profile Picture
    Layan Jwei 8,097 Super User 2025 Season 2 on at
    Hi community member,

    Is your question answered? if yes, then please verify the answers that helped.

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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