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Report Layouts per Customer in NAV 2016

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Microsoft Dynamics NAV 2016 is released about one month and we could see a lot of different new features. One of the small but amazing news is possibility to add different report layouts per each customer. This was one of very often requirement in implementation process and finally we can use it.

We can choose different reports per customer and after that, different report layouts. We can also add an e-mail as default per each document. It is possible for Quote, Order Confirmation, Invoice, Credit Memo and Customer Statement.

CustomerRepLayouts

We just need to open a customer card and find Document Layouts on Navigate tab. Than choose report IDs and layouts. Eventually, you can add an e-mail. You can use RDLC or Word layouts, as well. Now, if you print one of these documents, you will see that these report document layouts are configured as default.

If you want to make new document report Word layout, I already wrote about it here.

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Video Series on Partner Source Site

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In the last few years, you could find a lot of different “How Do I” videos on MSDN or Youtube. But, you always had a problem when you want to find some specific video. Now, Microsoft have arranged a part of Partner Source for these videos and not only for videos. If you are a Microsoft Dynamics NAV partner, you will easy find video you need.

Microsoft organizes six different contents “buckets” from the Readiness & Training News page for Microsoft Dynamics NAV. There are:

Now, you can find all currently published videos, allocated in logical parts. In the near future, there will be a lot new videos to make cohesion between them and all of us hope that it will help to all partners.

How to create new documents with Word Layout in NAV 2015

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In new Microsoft Dynamics NAV 2015, we are introduced in new reporting feature – Word Layout. It means, that now we can use both of layouts, RDLC and Word. Microsoft Dynamics NAV 2015 includes 4 built-in report layouts that are used on reports by default. These are only “mini” sales reports: Sales – Quote (1304), Sales – Confirmation (1305), Sales – Invoice (1306) and Sales – Credit Memo (1307).

By default, all of these reports are configured as ‘RDLC (built-in)’, but we can change it on Report Layout Selection.

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We can also customize these reports using ‘Custom Layouts’ command. But, what if we need more documents report in Word Layout, for example some of purchase documents. The biggest benefit of this feature is that you can give your customers to prepare own documents and don’t spend your time (and their money) on this job. Because of that, we need to be able to create Word Layout for new documents. In my example, I will create Purchase Receipt document report.

Create Word Document

First of all, you need to create Word Document. You can see one small example on following picture. You need to put all required information (only as captions) on header, but on line, you need to put caption in one line and only one line for data, because, this line will be repeatable. OK, save it.

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Import and Edit Document in NAV

Open Report Layout Selection and change Selected Layout to ‘Custom Layout’. Run “New” and choose ‘Insert Word Layout’. Fill some your description and Import Layout from your already created Word document. Then, press “Edit” 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. Add these fields to place you want pressing right-click on some field in dataset and choose ‘Insert Content Control’ and ‘Plain Text’. For lines, first select complete row and on Line dataset field press ‘Insert Content Control’ and ‘Repeating’. After that, add fields you need. Save this document and close.

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Press Yes on window and choose this Custom Layout in Report Layout Selection. You can try this report on ‘Run Command’ and you can see this document as Word or PDF if you choose it.

Report Scheduling in NAV 2015

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Microsoft Dynamics NAV 2015 offers an easy way to run reports on Microsoft Dynamics NAV Server at a specified time and deliver the resultant report to a ‘Report Inbox’ on your Role Center.

This new feature – scheduling reports lets end-users to:

  • Run performance intensive reports on the Microsoft Dynamics NAV Server.
  • Free up user interface threads while reports are running.
  • Save the resultant reports for later viewing.

The user can select when reports are run and the output format, such as .PDF or Word. We can do it when we want to print document. Only we need is to choose schedule option and fill dialog box with date and time when we want to get a report.

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If we want to use this feature, we first need to make some configuration. We have to set up a job queue that will run the scheduled reports and add the report inbox to the Role Center. When we configure all of these and when we run report scheduling, we can see that we have new report in report inbox on role center in scheduled date and time. After that, we can double-click on these new report entry and open the report.

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Fine new feature, especially when we have sized reports which requires a lot of times for creating. This functionality works from all clients, it doesn’t matter is this Windows, Web or Tablet Client.