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Sales Invoice report preview: Word Doc file?

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  • 1.  Sales Invoice report preview: Word Doc file?

    Posted Nov 29, 2018 04:14 PM
    I can't find why the Sales Invoice preview gives me a Word Document file instead of the usual report preview window.
    The report is "1306 : Standard Sales - Invoice", when I go into Design it is an rdl report (opens up in Report Builder).


    Samuel Champoux
    IT Director
    Drummondville QC Canada

  • 2.  RE: Sales Invoice report preview: Word Doc file?

    Posted Nov 30, 2018 11:31 AM
    Did you go to the Report Layout Selection and check the Report ID 1306? My guess is that you will see the selected layout is Word (built-in) and not RDLC (built-in). And just a personal preference here - we try to get our clients to use report 10074 instead. I think it's much cleaner, but that's just me. :-)

    Jim Brewer
    Phoenix AZ

  • 3.  RE: Sales Invoice report preview: Word Doc file?
    Best Answer

    Posted Dec 01, 2018 06:28 AM

    As Jim Said you can set Report 10074 in Report Selection - Sales page.

    But if you want to know the reason why its generation and change it to RDLC or want to use same 1306 Report.

    1. A Report can have multiple word Layout or RDLC Layout.
    2. Which layout will be executed when a report is run is defined in Report Properties.
    3. Design Report 1306 and Check Report Properties. The DefaultLayout will be set to Word.
    4. You can change it to RDLC and then preview / Print the report, it will run the RDLC Layout of the Report.

    Hope this answer your question.

    Saurav Dhyani
    ArcherPoint Inc.
    Duluth GA

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