Tag: Document

Always Ask, Autoinsert, Automatic, BC18, Business Central, Customer, Dynamics 365, Functional Tips, Get Recurring Lines, How To, Information, Lines, Manual, Notification, Purchase Documents, Recurring, Sales Documents, Tip & Tricks, Vendor, What's New

Auto-insert Recurring Sales and Purchase Lines in Business Central

Ashwini Tripathi

Today in this post we will see how you can automatically insert frequently used sales and purchases more quickly and conveniently in Dynamics365 Business Central.

I am using BC18 Demo Database.

If your company uses repeat orders for customer and vendors, this feature can be helpful to you.

Open your Vendor Card, Select Related-> Purchases-> Recurring Purchase Lines.

In Recurring Purchase Line Setup, Create Code and way you want them to be available on your Purchase Documents.

Next you need to setup the Card for lines that will be part of this code for Purchase Lines.

Navigate to the Recurring Code Setup Page.

Choose the Card.

Enter the lines associated with this Code, that should be entered on Purchase Lines.

Options on Recurring Code Setup.

** Manual, Will be normal Std. Behavior

** Automatic, Lines will be inserted automatically.

Key in the Vendor Code and press Enter.

This will be helpful if you have single Recurring code setup, as automatic, rest all as manual.

Else Notification will be raised and you have to choose from the list.

** Always Ask, will give you Notification to add.

Key in the Vendor Code and press Enter.

This is helpful when you have multiple setups, and want to choose from the list.

From Notification click on Get Recurring Lines, and select desired code.

Once Lines are inserted on Purchase Lines you can edit the lines as usual in any open orders. Add or Remove Lines, Change the other field values etc.

Similarly, you can setup for Sales Documents too.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

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Report

Word Document Reports and Custom Layouts

Ashwini Tripathi

Reporting functionality has been greatly improved in Microsoft Dynamics NAV 2015 by adding support for defining report layouts in Word, and enabling end users to create custom RLDC and Word layouts for their reports. These two features make it easier to create visually pleasing document reports, as well as allow end users to modify reports to their liking with as little partner involvement as desired.

Today I am sharing again all the posts from earlier archive, if you missed you can find all of them below.

Soon I will come up with more posts on this topic. Till then go through below links and develop your skills so that we can take up few more complex ones.

  1. How many types of Layout is supported in NAV 2015?
  2. How to. Specify the Default Built-in Report Layout
  3. Import and Export a Word Report Layout
  4. Add Fields from a Report Dataset to a Word Report Layout
  5. Adding Image Fields
  6. Removing Label and Data Fields
  7. To create a Word report layout for a report
  8. Designing Report Layouts from the Microsoft Dynamics NAV Development Environment
  9. Creating my first Word List Report in Navision 2015
  10. To modify the Word report layout
  11. Creating Custom Word Layout for Document Reports in Navision 2015
  12. Creating Word Mail Merge Report in Microsoft Dynamics Navision 2015
  13. The New Report Scheduling feature for end users running reports in Microsoft Dynamics Navision 2015
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Creating Custom Word Layout for Document Reports in Navision 2015

Ashwini Tripathi

Open the MS Office Word.

File -> New and type Invoice in search and press enter to list available Invoice Templates.

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In my example I am using [Sales Invoice (Blue Border Design)]

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Select Create to download the template and create a document for you.

Your new document created from this template will look as below:

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Prepare the Layout by removing extralines as we will be using repeating lines for Lines.

Save your Template.

I have made a copy of Report 206 – Sales – Invoice on new ID say (50005 as Sales – Invoice Word).

This report dosen’t have Word Layout. We will be creating one Customize Layout form above saved Invoice above. [Sales Invoice (Blue Border Design)]

Open Report Layout as shown in below Screen:

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Slect the Report and choose Custom Layout as shown in above screen.

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In Custom Report Layout Window Click on New.

From window Insert Build-in Layout for Report Select Insert Window Layout and click OK button.

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From Custom Report Layout window Select Import Layout, Select your word file prepared above and Respond Open to Import.

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Then, press Edit Layout and prepare layout on Developer tab, find XML Mapping Pane and find your document in Custom XML Part.

Now, you can find all fields from Dataset.

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Please see below links to complete your report:

Adding image fields

Add fields from a report dataset to a word report layout

Creating my first word list report in Navision 2015

How to specify the default built in report layout

Create a word report layout for a report

Once you are done with your field assignment close the word layout.

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Select Yes to import changes to the report.

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Select Run Report to view the output of your report.

Now you are done with your Custom Report Layout.

Please see sections which will be more helpful to complete your task:

Reports