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Customized Sales proforma invoice report

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Posted on by DP-27040853-0

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.

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Layan Jwei 8,292 Super User 2026 Season 2 on at

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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
DP-27040853-0 23 on at

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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 8,292 Super User 2026 Season 2 on at

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Hi Community member,

You need to use this line of code in main method:

controller.parmReportName(ssrsReportStr(ReportName, DesignName));

Thanks,

Layan Jweihan
DP-27040853-0 23 on at

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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.
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ByteCode 4 on at

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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 8,292 Super User 2026 Season 2 on at

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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:

https://www.linkedin.com/pulse/adding-report-designs-print-management-d365-fo-sohan-prasad-kanti?utm_source=share&utm_medium=member_android&utm_campaign=share_via

https://medium.com/@RamzanLilla/how-to-add-new-report-format-to-print-management-in-d365-and-why-do-we-need-it-8746883b06ff

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 8,292 Super User 2026 Season 2 on at

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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