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Report Selection - Purchase

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Posted on by john.ellis 3,480

Hi:

What is the purpose of the Report Selection - Purchase window?  I ask, because it does not seem to have an effect on our environment.

In the Report Layout Selection window, along with its Custom Layouts window, the correct Report ID is corresponding with the proper Company Names for Vendor Remittance and Vendor Remittance - Posted Entries.

Likewise, our vendors are corresponding with the correct Report ID within the Vendor Document Layouts window.

In the Report Selection - Purchase window for most companies, even though the correct Report ID appears for Vendor Remittance and Vendor Remittance - Posted Entries, I noticed that the "description" on the far right pertained to the description for a different company.

Yet, processing of remittances has not been a problem.  I did correct the description field in this window for all companies, so that the correct company description appears.  But, there has not been a problem before I saw this "issue".

Is this window important, then?

Thanks!

John

Categories:
Financial Management
Other
Data Migrations
Reports and Business Intelligence
Purchasing
  • Verified answer
    David Wyke Profile Picture
    David Wyke 122 on at
    RE: Report Selection - Purchase

    The description field is just that, just a description. It’s likely someone has created a report and given it a company label, but the description doesn’t dictate which company it works in. The Custom Report Selection page allows you to define which company a custom report is used within. If you post some screenshots I’ll give you a steer

  • john.ellis Profile Picture
    john.ellis 3,480 on at
    RE: Report Selection - Purchase

    What is that description field for?  If it referenced another company, why were things still working (in the other companies)?

    John

  • Suggested answer
    David Wyke Profile Picture
    David Wyke 122 on at
    RE: Report Selection - Purchase

    Hi John,

    The "Report Selection - Purchase" (and others e.g. Sales) allows for the correct Report ID to be specified to be used in each company. There are standard Report IDs for set reports e.g. in the UK Report ID 1322 is the standard Purchase Order report. If your Microsoft Partner creates a custom report (usually with a report ID in the 50000 to 99999 range - This range is reserved for customisations), then this report ID would be specified here. This means when you run a Purchase Order, instead of using the standard object it will use the custom object.

    To add an additional layer to this, you can create custom Word Layouts of standard reports e.g. Report ID 1306 Sales Invoice. You can create several versions of the same report and assign it to specific customers via Document Layouts in the Ribbon of the Customer Card. This would allow me to send a Sales Invoice - Blue to one customer and a Sales Invoice - Red to a different customer with different formatting applied to each customer invoice - This is a neat explanation of that process on YouTube by Johannes Gudmundsson.

    You can find more information on Report Selection from Microsoft here Microsoft Docs - Report Selection in Business Central.

    In addition to this, there are some cool videos on Word Report Layouts posted by others in the Microsoft D365 space on YouTube, I find this one from a Microsoft Gold Partner I previously worked at particularly useful YouTube: Business Central - Changing Document Layouts using Word - Part 1.

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