Default Invoice Layout for Different Groups

[Former Member]

Hello

I'm trying to find a way to have a default invoice layout set to a BP when they are added depending on their properties.

I.E. I have independent agents and retailers buying my product. When a retailer is added as a BP (indicated by ticking 'Retailer' as a property), how do I automatically have the invoice I use for retailers assigned to them, and not the one I use for agents? Currently, my agent invoice is set as the default for all BP that don't have default layouts, since agents are more often added than retailers. But that means when a retailer is added (if nobody informs me) the agent invoice is used and printed and all in all that's a big screw up.

Thanks.

[former_member205766 · Accepted solution]

Hi Josh

Check the below link it may helps you

Assigning Default Printing Options to Business Partners - SAP Business One 8.82 - SAP Library

With Regards

Balaji Sampath

[Former Member · Accepted solution]

Hi Balaji

Thanks for the answer, but that's not what I'm looking for. I've set my agent invoice using the 'Set as Default for all BPs (for Whom a Default Layout Has Not Been Assigned)' option, and very much like the description of that option indicates, it is used as the default for all new BP's, including retailers. I need to find a way to set different invoice layouts to new BP's automatically depending on whether they are a retailer or an agent.

Thanks again.

[julie_jamieson2 · Accepted solution]

Hi Josh,

If your layouts are not too different, it might be easier to use conditional formatting in Crystal to display / hide fields based on whether the property is yes or no, that way no one needs to remember to do anything, it is taken care of at run time

[Former Member · Accepted solution]

Hi Josh,

Unfortunately, there is no option for you to set different defaults for a new BP.

It may be possible to create a TN_SP to block the wrongly added BP without the correct default for those less common BP. However, I haven't tried it yet.

Thanks,

Gordon

[Former Member · Accepted solution]

Thanks Gordon. It seems to me that that sort of functionality would be intuitive, but what do I know? Maybe in a later version.

[kothandaraman_nagarajan]

Hi,

You can set different layout based on customer property.

1. Choose required layout

2. Select set as default

3. Choose Set &as Default for Specified BP

4. Choose required BP and BP properties from Browse button.

Thanks.