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Custom sales invoice report in D365

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Posted on by D365 beginner

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Hi Experts,

I have a requirement to create a custom Sales Invoice report that needs to be printed occasionally based on specific customer requests. I don't want to modify the standard Sales Invoice report—instead, I’d like to create a separate report and add a dedicated button to print it. Ideally, I’d like to avoid using Print Management. If it's possible to leverage the existing classes (like the standard data provider and contract), I’d only need to create a custom design and expose it through the form. Could anyone share some guidance or references on how to achieve this?

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Dynamics 365 Finance

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Nisarg Jani 296 on at

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Custom sales invoice report in D365

Hi D365 beginner,

Can you debug the code with the check for the value difference in the Parameters with your scenarios?

I recommend duplicating the existing Sales Order Invoice Controller class, to other scenarios will need to be handled.

Did you create a new Custom Report or Duplicated Existing Report to add your design?

Make sure your Project does contain your custom Report, and it is deployed and build before checking out.

Regards,

Nisarg Jani
D365 beginner 604 on at

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Custom sales invoice report in D365

Hi Nisarg,

Thank you for your inputs, I have already tried those parameters including default values but no luck. Is there anything else I should make sure ?
Nisarg Jani 296 on at

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Custom sales invoice report in D365

Hi D365 beginner,

The Reports contains certain parameters below the design tab.

For Certain parameters Like Location in Sales Invoice Report need to set allow null and Blank property to True otherwise, Report will pass you the error.

Regards,

Nisarg Jani
D365 beginner 604 on at

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Custom sales invoice report in D365

public class CustomSalesInvoiceController extends SrsReportRunController
{
CustInvoiceJour custInvoiceJour;
SalesInvoiceContract salesInvoiceContract;

public static CustomSalesInvoiceController construct()
{
return new CustomSalesInvoiceController();
}

protected void preRunModifyContract()
{
salesInvoiceContract = this.parmReportContract().parmRdpContract();

salesInvoiceContract.parmRecordId(custInvoiceJour.RecId);
salesInvoiceContract.parmIsTaxInvoice(custInvoiceJour.isRealizedVAT());
salesInvoiceContract.parmDocumentTitle("Custom Invoice");
salesInvoiceContract.parmLanguageId(custInvoiceJour.LanguageId);
salesInvoiceContract.parmFormLetterRecordId(custInvoiceJour.RecId);
salesInvoiceContract.parmLocation(TaxUnrealizedDocuPrintLocation::None);

super();
}

public static void main(Args _args)
{
CustInvoiceJour custInvoiceJour = _args.record();
if (!custInvoiceJour)
{
throw error("No invoice record found.");
}

CustomSalesInvoiceController controller = CustomSalesInvoiceController::construct();
controller.parmReportName(ssrsReportStr(CustomSalesInvoice, Report));
controller.parmShowDialog(false);
controller.parmArgs(_args);
controller.custInvoiceJour = custInvoiceJour;

controller.startOperation();
}

}

Can anyone help me to identify what is wrong with above controller class for this requirement, I am getting below error while trying to print the report. I tried to set the default value for the parameter and it works with invoices that does not have sales orders (Imported opening balance sales invoices).

Value cannot be null. Parameter name: location
Suggested answer

Nisarg Jani 296 on at

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Custom sales invoice report in D365

Hi,

To create a new button that opens Custom Sales Order as following:

Create a Form Extension and add new button for your custom report,

Create a menu item with Controller class that calls Custom Report (if necessary) and map the menu item to Form button.

Create a Custom Report (I suggest duplicating the existing Sales Invoice Report and modify the report as required.) and refresh/ add the data source as standard DP Class.

If you need to add custom Fields to Report, then you need to create extension for the TMP table and create CoC in DP Class.

You will require to add a Secuity Privilege to have access to menu item (If your user role is not assigned System Admin Role).

Regards,

Nisarg Jani
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Alireza Eshaghzadeh 13,685 Super User 2025 Season 1 on at

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Custom sales invoice report in D365

Hi,
As a workaround, if it's possible to define when this report should be printed (e.g. based on specific conditions or criteria), you can add a new entry in Print Management via the UI. Then, configure it to trigger this report for the defined condition, and run it manually via the Print or View action buttons.
Martin Dráb 233,741 Most Valuable Professional on at

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Custom sales invoice report in D365

Usually you can simply use parmReportName() method of the report controller to set the report design. But when print management is involved, it overrides your choice with the rules defined by print management, therefore you need to influence the print management itself. I guess that SalesInvoiceController.printSettingDetail() may be a good place.
D365 beginner 604 on at

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Custom sales invoice report in D365

Hi Martin,

I need to do it in D365 F&O.
Martin Dráb 233,741 Most Valuable Professional on at

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Custom sales invoice report in D365

Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum, because the question seems to be about either Dynamics AX or D365FO. Please clarify which product you mean.