Creating Custom Word Layout for Document Reports in Navision 2015

Open the MS Office Word.

File -> New and type Invoice in search and press enter to list available Invoice Templates.



In my example I am using [Sales Invoice (Blue Border Design)]



Select Create to download the template and create a document for you.

Your new document created from this template will look as below:



Prepare the Layout by removing extralines as we will be using repeating lines for Lines.

Save your Template.

I have made a copy of Report 206 - Sales – Invoice on new ID say (50005 as Sales - Invoice Word).

This report dosen’t have Word Layout. We will be creating one Customize Layout form above saved Invoice above. [Sales Invoice (Blue Border Design)]

Open Report Layout as shown in below Screen:





Slect the Report and choose Custom Layout as shown in above screen.



In Custom Report Layout Window Click on New.

From window Insert Build-in Layout for Report Select Insert Window Layout and click OK button.



From Custom Report Layout window Select Import Layout, Select your word file prepared above and Respond Open to Import.



Then, press Edit Layout 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.



Please see below links to complete your report:

Adding image fields

Add fields from a report dataset to a word report layout

Creating my first word list report in Navision 2015

How to specify the default built in report layout

Create a word report layout for a report

Once you are done with your field assignment close the word layout.



Select Yes to import changes to the report.



Select Run Report to view the output of your report.

Now you are done with your Custom Report Layout.

Please see sections which will be more helpful to complete your task:

Reports