Sometimes customers have presented a challenge with their invoicing process. A common requirement is the ability to flex between various invoice layouts based on different situations.
To update the layouts, you may follow the steps below:
- To identify the Report ID that will be needed you will need to click the Search icon, type in “Report Selection – Sales”, click the Report Selection – Sales link.
- Within the Report Selection – Sales window you will need to first select the appropriate report from the Usage drop-down and the report ID will be displayed.
- After noting down the report ID, you may click the Search icon, type in “Report Layout Selection”, and select the Report Layout Selection link.
- Within the Report Layout Selection window, type 1306 in the search, click the Select Layout icon, select the appropriate layout, and click Ok.
- Please note that if you are using a custom layout, you will need to update the layout type to “Custom Layout” before clicking select layout.
- Please note that if you are using a custom layout, you will need to update the layout type to “Custom Layout” before clicking select layout.
To update the email layout, follow these steps:
- Click the Search icon, type in “Report Selection – Sales”, click the Report Selection – Sales link.
- Click the Usage dropdown and select the appropriate report. Click the Email Body Custom Layout Description link, select the appropriate email layout, and click Ok.
For more information about Business Central layouts or other Dynamics 365 products, please reach out to us at Sales@BondConsultingServices.com or you can click here to schedule a free consultation with one of our Dynamics expert consultants. Alternatively, you can always visit our YouTube channel for helpful product walkthroughs and recorded webinars.
