5 Steps to convert your existing Word Layouts to Dynamics NAV 2015 Reports

Microsoft Dynamics NAV 2015 has introduced a new feature for reporting “Word Report Layouts”. Using this feature, NAV customers can now use Microsoft Word to create alternate report layouts and use them when needed.

In this blog I will take you through 5 steps to convert an existing word layout to a Dynamics NAV 2015 report.

Step 1: Save this word file at any location on your computer.

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Step2: Open the Dynamics NAV windows client. Search for “Reporting Layout Selection” in the NAV search box.

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Filter the report list to find the sales invoice report i.e. Report # 1306.

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Step3: Select the report and click on the “Customer Layouts” options on the ribbon.

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On the Custom Report Layouts page click the “New..” button. Check the “Insert Word Layout” option and click OK. This will insert a new line on the page for report 1306.

Select the newly created record and click on the import layout button on the ribbon. Then select the Word file for the new format. Once imported click on the “Edit Layout” button. This will open the report in Microsoft Word for editing.

Step4: In Word go the “Developer” tab and click on the “XML Mapping Pane”. In the Custom XML Part drop down, select the Microsoft Dynamics NAV format.

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Now place the cursor where you want to place each data field and on the fields on the XML mapping page right click on the corresponding field and select the “Insert Content Control -> Plain Text option.

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Repeat this for all the fields.

Now on the lines section select the first line on the detail section and on the XML Mapping page go to the “Line” group, and select “Insert Content Control -> Repeating” option.

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Now place the field on the repeating section similar to the header section

Save the file and close Word. Go back to NAV, press Yes to import the layout changes.

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Step5: To use this format every time the report is run – On the report Layout Selection screen – select Custom Layout under the Selected Layout column – then select the new format. NAV keeps all the format for you in the database, so you can come back to this page and switch it back to the RDLC format any time.

 

This blog was written by Imran Zulfiqar, Microsoft Dynamics NAV Developer/Consultant at EBS.

If you have out-dated business software that’s limited in its reporting and analytical capabilities – then you should to talk to EBS about a powerful business management software solution – Microsoft Dynamics NAV. To find out more about Microsoft Dynamics NAV or other Microsoft business management software solutions, please call Paul Woods at EBS for an obligation free discussion on 1300 303 973, email info@ebsys.com.au or visit ebsys.com.au

Microsoft Dynamics NAV is global enterprise resource planning (ERP) software that helps more than 100,000 companies worldwide manage their accounting and finances, supply chain, and operations. Start with what you need now, and easily adapt as your business needs change. In the Microsoft cloud or on your servers—the choice is yours.

Evolution Business Systems (EBS) specialises in business management solutions that give you the freedom to focus on your business. Melbourne based EBS does this by automating your core business processes and integrating your specialist business applications to deliver the right financial management solution. With deep expertise in leading financial applications including Microsoft Dynamics NAV, EBS works beside clients to ensure their software solves problems rather than creating more. EBS has a detailed implementation strategy that is tailored to customers in terms of timelines, requirements, risks and responsibilities.

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