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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How can I customize Sa...
Microsoft Dynamics AX (Archived)

How can I customize Sales Invoice report in Dynamics 365 ?

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Posted on by Dhruvin Shah

Dynamaics 365 provides one OOTB Report for Sales Invoice named "Invoice Journal".

Below is a procedure to open the report.

From Left Navigation Select > Accounts Receivable > Invoices > Invoice Journal.

8203.2.png

Now, When I open any Sales Invoice and Clicks on View > Original Preview

3005.1.png

It will open SSRS report.

Now, I want to customize this report to add some extra fields in a report.

I know this report is accessed using SalesInvoiceController. Is there any way to extend this controller or any documentation regarding this?

I don't have much knowledge of X++.

Even I don't know which approach will be helpful to me to achieve this requirements.

Please guide me how can I start to customize this report?

*This post is locked for comments

  • jhowe Profile Picture
    jhowe 1,205 on at
    RE: How can I customize Sales Invoice report in Dynamics 365 ?

    I am trying to do the same thing, however the link you have posted does not seem to work for the sales invoice as there is no rendering completed method for salesinvoicejournalprint

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: How can I customize Sales Invoice report in Dynamics 365 ?

    For more details

    www.dynamics101.com/developing-ssrs-report-using-report-data-provider-microsoft-dynamics-ax-2012

  • Suggested answer
    Agha SirajulDola Profile Picture
    Agha SirajulDola 555 on at
    RE: How can I customize Sales Invoice report in Dynamics 365 ?

    Hello Shah

    Review the Follow link, it starts from basics of RDP class structure. Just skip the last Report part.

    https://community.dynamics.com/ax/b/dynamics101trainingcenterax/archive/2013/09/16/developing-a-ssrs-report-using-the-report-data-provider-in-microsoft-dynamics-ax-2012

  • Dhruvin Shah Profile Picture
    Dhruvin Shah on at
    RE: How can I customize Sales Invoice report in Dynamics 365 ?

    Thank you so much for quick reply.

    I was thinking the same as you suggested.

    It will be more helpful if you provide any example or article link for SalesInvoiceDP class.

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: How can I customize Sales Invoice report in Dynamics 365 ?

    just create new fields in temp table and retrieve it by code in salesinvoicedp class

    Based on your business, you can set the exsiting method code

  • Dhruvin Shah Profile Picture
    Dhruvin Shah on at
    RE: How can I customize Sales Invoice report in Dynamics 365 ?

    Thank you so much your valuable feedback. I will keep in mind and train myself.

    As a developer , currently I am learning and come into this scenario to add some fields in SalesInvoice Report. I know it's a very complex report.

    I have analyzed that there is one class named "SalesInvoiceDP"

    This class have three Temp Tables named

    1. SalesInvoiceTemp

    2. SalesInvoiceHeader

    3. SalesInvoiceFooter

    If I want to add some more fields in these Temp tables , how can I customize SalesInvoiceDP class?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,711 Super User 2024 Season 2 on at
    RE: How can I customize Sales Invoice report in Dynamics 365 ?

    Hi Dhruvin,

    It would be the best to train yourself as developer or hire someone who knows what he is doing. Don't act like an amateur trying to do it yourself quickly. Breaking things is too easy and would cost too much to repair.

    At least some documentation related to development:

    docs.microsoft.com/.../customization-overlayering-extensions

    blogs.msdn.microsoft.com/.../customizing-app-suite-reports-using-extensions

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