Credit note print form

asap · June 24, 2024, 6:07pm

Hi all,

I have few print forms for Invoices

There is also a SEPARATE printed form for Credit note

But when I print for a Credit note, default Invoice forms (setup in Docentric template = ‘Is default’) is displayed on screen

How to make it so that exactly that SEPARATE printed form will printed for the Credit note?

Thanks for your answer in advance!)

SemirT · June 24, 2024, 7:14pm

Hi @asap ,

By forms do you mean templates? By “Separate” do you mean different ssrs design that is printed for Credit note?

Also can you enable Discover report technical name in User options > Account > Docentric settings and print the report to see which report is executed.

asap · June 25, 2024, 4:48am

Hi @SemirT,

Yes, template
Yes, different design for Credit note
SSRS Report Design AOT Name: SalesInvoice.Report

SemirT · June 25, 2024, 11:01am

HI @asap ,

As there is no separate SSRS report for credit note, one approach that you could pursue is to create a separate template for credit note and then create Conditional print management setting that prints the new credit note template. Condition that you could use would be for example if Invoice amount < 0:

asap · June 25, 2024, 11:25am

thx @SemirT,
I’ll try and let you know)

asap · June 25, 2024, 2:05pm

@SemirT,
Unfortunately, it doesn’t work that way(

D365 F&O displays Invoice print form not a Credit note

SemirT · June 25, 2024, 2:59pm

Hi @asap ,

as I have mentioned previously there is no separate standard SSRS report for Credit note in D365FO therefore it won’t be printed that way. You can distinguish between them by looking at the Document title on the printed SalesInvoice.Report or PurchPurchaseOrder.Report.

You can create completely new template for the scenarios when Credit note is printed and assign it to the Conditional print management setting as described in my previous reply. This way when Invoice amount is less than 0, your custom template for Credit note scenarios will be used.

asap · June 25, 2024, 7:10pm

@SemirT,
Forgive my clumsiness
I have created a New template with Condition ‘< 0’

And I try to print Credit note

However, the invoice is still printed (Invoice template which is Default = Yes)

SemirT · June 26, 2024, 6:43am

Hi @asap ,

The conditional Print management settings looks correct and to have your new template printed when that conditional setting is triggered, you need to specify your new “Credit note” Template within the Print destination settings:

asap · June 27, 2024, 7:37am

@SemirT,
I moved it UP and it works

SemirT · June 28, 2024, 8:29am

Hi @asap ,

Great to hear it works now! Thank you for pointing out the importance of conditional print management settings order.