How do you create multiple types of invoices in AX 2012

Finance and Operations/AX User Forum
1

Hi,

I am just wondering if it is possible to create multiple types of invoices within AX 2012 and can they be automated by customer group?

I need 3 different invoice templates that contain different information on each, but when sales are printing the invoices can it automatically specify which template to use.

Where would I start?

Thanks :slight_smile:

2

Hi Natalie,

I believe you would need a modification to do this, as standard AX only allows one invoice business form.

A manual work around would be to use the “Generate From Template” functionality, where you can define the required three formats.

Cheers.

John.

3

How do you get to Generate from template and can you access that from the print management screen?

Kind Regards,

Natalie

4

You generate the templates from the sales order screen (sales order tab>>attachments group) not print management.

The document templates are created using Document Data Sources and Word/Excel. Once the document is generated it is stored against the sales order using document handling.

The following link will help you to setup and test: -http://msdn.microsoft.com/en-us/library/aa859008.aspx

Cheers.

John.

5

Did you ever achieve this?

6

I have faced the same issue for a client impementing AX 2009 Indian Localization a while ago . We modified standard AX which produced 2 different templates for Trading and Excise(Indian Tax)