Hi Everyone,
Can anyone from Docentric tell me where can I find pro forma Invoice report in SSRS Replica report list ? I tried but could not find one with this name. Maybe, it exists with some other name.
I also need the navigation to run the SSRS pro forma invoice report within D365FO ?
Hi @waqas_ahmed,
If you’re not sure which SSRS report is printed in F&O, you could turn on the flag “Discover report technical name” under User options. Then check the info box when printing to see which SSRS report is being used.
More info in this forum post: Discover report technical name
The Pro forma invoice is basically the same as the Sales invoice. The only difference is the document name. When you print a Pro forma invoice, D365FO still uses the SalesInvoice.Report. That’s why you won’t see a separate report called “Pro forma Invoice” in the replica report list.
Hope this helps!
Thanks Amir,
But Amir we already have sales invoice report developed with Docentric. How can I develop and run a new name on the same DDSP class ?
Hi @waqas_ahmed,
As I mentioned before, it’s common to use the same layout for both the Sales Invoice and the Pro Forma Invoice. Only the name changes automatically based on the document type.
So, what exactly is your requirement? When printing the Pro Forma Invoice, do you expect a completely different template than the one used for the Sales Invoice? Or is there something else you’re looking for?
Yes, I have a customized template that I want to use for my pro-forma invoice report. Where should I set it ? On the same template fast tab of sales invoice report ?
What I have understood is that I should create a new report by clicking on the New button on ‘all reports’ form and set its name as ‘pro-forma invoice’ and then I should be selecting the same class as my DDSP as used by sales invoice report.
On below templates fast tab, I should add and set as default my customized template.
Am I thinking right ?
Hi @waqas_ahmed,
Since Docentric works on top of the standard SSRS pipeline and SSRS always prints the same report, in this case, the Sales Invoice, you cannot register a different report (like the Proforma Invoice) unless it actually exists as a separate SSRS report. To achieve that, you would need to implement customizations to support it.
What I recommend instead is the following:
Copy your Proforma Invoice design into the template used for the Sales Invoice. Then, in both designs, include a tagging element that checks a specific data field called “IsProforma” in our case, to decide whether to print the Proforma Invoice layout or the standard Sales Invoice layout.
Hi Amir,
I have another issue. I already have two templates for sales invoice report. Each template is triggered and run on the basis of condition set on print management (CustomerGroup). I cannot add this design into the designs of those templates.
What I have done so far is I have developed a new template specifically for proforma and I have uploaded it in the same sales invoice report template pane. Now, I have three custom templates; two for sales invoice, one for pro-forma invoice.
My sales invoice templates are running on the basis of print management settings, how can I select and run the proforma invoice template. I would like to call this custom template after I select a sales order on the ‘all sales orders’ form and click ‘pro forma invoice’ under ‘Generate’ group in ‘Invoice’ tab.
Hi @waqas_ahmed,
The print management is a standard D365FO feature. To achieve what you are going for, you can simply use the Pro forma condition setting and set it to Yes.
When the report is executed through Print Management, the system will evaluate the condition (Pro forma = Yes) and use the specified print destination along with the corresponding report template.