Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Daniel Deschenes]

Is it possible to make available more than one template for several types of documents (e.g. invoice, cheque, statement) that a user can choose from?

I realize there are some personalization options available such as changing the logo, but my need to have more than one template go beyond simple personalization.

Any input would be greatly appreciated.

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Daniel Deschenes
Director, Product Management
Grics
Montréal QC
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[Daniel Deschenes]

Thank you everyone for your help!

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Daniel Deschenes
Director, Product Management
Grics
Montréal QC
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[Francis Omoruto]

Greetings.
For cheques, we need to first create additional designs in the main report by opening (for example) the Cheque_CAReport Visual Studio project.
For example, you copy the existing Report design and paste it as v1Report, modify it and deploy the report back to the server.
You then need to modify a few classes including ChequeController and ChequeDP (BankChequePrint and BankPrintTestCheque for testing), and you will have the options available under Cheque formats for setting up the bank account in which it is used.

For statements and other items that are report variants, you do the additional formats in the same way as the cheques, and modify the print management table. See for example http://axvuongbao.blogspot.com/2014/04/how-to-add-multiple-report-design-under.html.

The additional formats will be available in Print management (under Parameters or Forms) in the setup of the appropriate module.

Regards,
FEEO

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Francis Omoruto
Technical Director
SysCorp International Limited
Kampala
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[Catherine Dean]

Depending on how many versions that you have and the complexity you may want to consider looking at Bottomline’s Precision Forms product Bottomline Transform for Microsoft Dynamics PrecisionForms | Bottomline Technologies

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Catherine Dean
Clients First Business Solutions
Minneapolis MN
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