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Option to Select Report Template when printing Sales Orders, Quotes, and Invoices

Jennifer Reinhardt on 2/5/2019 3:24:50 PM
Client is requesting there be an option to create multiple different Invoice, Order, Quote templates and then at the time of printing be able to select the template to use in the printing. This way they could have a customer, sales person specific report which could be used.
Category: Reports and Business Intelligence
STATUS DETAILS
Needs Votes
Ideas Administrator

Business Central Team (administrator)

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team

Comments

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RE: Option to Select Report Template when printing Sales Orders, Quotes, and Invoices

K. Meijs on 3/25/2020 9:18:44 AM

We also like to have the option to select from different quote templates at one customer at the time of printing/sending the quote.

Category: Reports and Business Intelligence

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RE: Option to Select Report Template when printing Sales Orders, Quotes, and Invoices

Kim S on 1/7/2020 7:44:32 PM

I like this idea. We have different type of work we do for our customers and I could see that this might work for that very well. The voting button is grayed out, for me, but I would vote for this if I could!

Category: Reports and Business Intelligence

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RE: Option to Select Report Template when printing Sales Orders, Quotes, and Invoices

Azeem Shah on 2/7/2019 3:48:37 PM

This is a very basic requirement which enables customers to have customized template per campaign or sales person. This basic function was available in simply accounting 6 years ago.

The ability to save multiple templates and designate them per sales person is an important function.

Category: Reports and Business Intelligence