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NAV 2015 - word Reports layout
armela20
Member Posts: 71
Hello there.
Not sure if anyone has had a chance to play with NAV 2015. I am currently working with the Beta version and I am having an issue with Report - word template.
When I pick the template and save it.
I import it in NAV via the Import tool.
I go to Edit layout and display the XML Mapping Pane.
I do not see the NAV custom XML part of urn:microsoft-dynamics-nav/reports/report_name/ID + report ID.
Not sure if this is because i am using the Beta version and there is a bug there, or if am doing anything wrong,
Has anyone tried this ??
Thanks
Not sure if anyone has had a chance to play with NAV 2015. I am currently working with the Beta version and I am having an issue with Report - word template.
When I pick the template and save it.
I import it in NAV via the Import tool.
I go to Edit layout and display the XML Mapping Pane.
I do not see the NAV custom XML part of urn:microsoft-dynamics-nav/reports/report_name/ID + report ID.
Not sure if this is because i am using the Beta version and there is a bug there, or if am doing anything wrong,
Has anyone tried this ??
Thanks
0
Comments
How do you display the XML Mapping Pane?
Tino Ruijs
Microsoft Dynamics NAV specialist
Then: When you write "the Import Tool", do you mean: You go to Custom Report Layouts, click "New", select "Word" and then click "Import Layout" where you pick the saved template? That should Work, so please let me know the exact scenario.
Microsoft - Dynamics NAV
That is exactly the steps that I am taking.
I will download the full version and let you now if the problem still exists.
Thank you both for your replies..
That is exactly the steps that I am taking.
I will download the full version and let you now if the problem still exists.
Thank you both for your replies..
How Do I Manage Report Layouts in Microsoft Dynamics NAV 2015:
http://mediadl.microsoft.com/mediadl/www/d/dynamics/partners/ManageReportLayoutsinNAV2015.mp4
How Do I Customize Word Layout in Microsoft Dynamics NAV 2015 - Simple Formatting:
http://mediadl.microsoft.com/mediadl/www/d/dynamics/partners/CustomizeWordLayoutinNAV2015SimpleFormatting.mp4
How Do I Customize Word Layout in Microsoft Dynamics NAV 2015 – Advanced Formatting:
http://mediadl.microsoft.com/mediadl/www/d/dynamics/partners/CustomizeWordLayoutinNAV2015AdvancedFormatting.mp4
How Do I Create a new Word Report based on an Existing Word Template in Microsoft Dynamics NAV 2015:
http://mediadl.microsoft.com/mediadl/www/d/dynamics/partners/CreatenewWordReportbasedonanexistingWordTemplateNAV2015.mp4
How Do I Customize a Custom RDLC Report Layout in Microsoft Dynamics NAV 2015:
http://mediadl.microsoft.com/mediadl/www/d/dynamics/partners/CustomizeaCustomRDLCReportLayout.mp4
/Claus Lundstrøm
I'm blogging here:http://mibuso.com/blogs/clausl and used to blog here: http://blogs.msdn.com/nav
I'm also offering RDLC Report Training, ping me if you are interested. Thanks to the 700 NAV developers that have now already been at my training. You know you can always call if you have any RDLC report issues :-)
Tino Ruijs
Microsoft Dynamics NAV specialist
Thank you very much for these videos, they are very helpful!
I have a couple of questions related to the report layout editor in Word, I hope you have time to answer :-)
1) Is it possible to translate the labels?
We would like a Danish invoice for Nordic customers and an English invoice for other customers.
Is it possible to translate the labels based on the customer language code?
2) Is it possible to add other fields than from the default XML schema?
We would like to display our bank account information on the invoice.
But the bank account is related to the currency of the order.
Can we add the bank account information dynamically?
Hope you can help :-)
Best regards,
Martin
/Claus Lundstrøm
I'm blogging here:http://mibuso.com/blogs/clausl and used to blog here: http://blogs.msdn.com/nav
I'm also offering RDLC Report Training, ping me if you are interested. Thanks to the 700 NAV developers that have now already been at my training. You know you can always call if you have any RDLC report issues :-)
If you use columns instead of labels, you can change the translation of some value in the onaftergetrecord.
If you want to use other fields, add them to your dataset, save the report, export your word layout, and the newly added fields can then be used in the word layout.
If fields are to be shown conditionally, add them to a table, with a repeater for a dataitem that only contains data when you want to show the specified information.
Through this, it is possible to rebuild invoice totals the same way the normal default layout functions.
What I cannot do, (at least, don't know how) is add a repeating item within a repeating item.
For example, print item comments beneath an item line when comments are present:
Repeat: Line -->
Repeat: Line Comment
Word is not all bad for layouts, headers and footers are not fixed size (a repeating table in a header simply works) and having a header for the first page and other pages is also rather nice. Not being able to put a repeating item within a repeating item is kind of a dealbreaker for many documents though. So I hope someone can find some way of making that work.
Have been trying to find out what the WORD reporting feature "won't do". Clearly, as Klaus says earlier it will not handle any conditional stuff.
One of my requirements is to print a "second" line in the repeater control. Case in example is the Item "No." with the "Item Cross Reference" beneath it. These numbers are not always a defined length. Of course we could add a second column but space usually does not permit it. Also only relevant for reports that have a cross reference.
Is it possible to create a repeater control around two table lines with different data elements in the same column one underneath each other? Would be good to know if this is possible.
I found a work around by combining the two numbers ("No." + "Cross Reference No.") into a single variable and adding it to the dataset - alignment is a problem but it seems that if you put a whole bunch of space characters between the two fields then this seems to work, the system seems to ignore the abundant spaces when wrapping around - ugly but ....???
I also tried inserting CR and LF characters but it just to ignored those in the individual cell.
I agree with the fact that the inability to print comment lines within the repeater is probably a deal killer as well.
I also agree it would be great if we can improve what we can do here as the RDLC reporting solution just wastes so much time!
Hopefully someone will come up with a solution or next release from Microsoft ????
You cannot add a second repeater to a table
You cannot place two separate tables directly against each other (they will merge into a single table, a line must be between them, however small you make it)
Transheader/footer totals are out of the question
Renaming a dataitem in Navision will wreak havoc on your docx.
Alignment is rather buggy, aligning stuff, saving the docx and importing to Navision does not in all occasions mean the alignment is applied.
Sorting and filtering dataitems
No repeating table header when a table runs over multiple pages (Word does support it, though for some reason not working in these documents)
No tools to keep certain content together. (Positioning a pagebreak)
Macro's don't work with these Navision contents
Can't use the word layout by default for certain number ranges (change to 50K range and it functions)
You can simply add a return inside a table cell and add another data element.
Good to know, I had not tried that (so now won't have to). Instead of putting stuff in a single variable you can simply put two variables in the same cell as well. It still comes down to the same solution for your example, though does give the option of having a conditional extra column when you insert a right aligning tab in between the two variables.
I do not agree with you there, the word layouts are a headache on them selves as well, try dragging and dropping tables (suddenly getting fixed positions etc.), having the contents run through other tables etc. I am clearly no expert in Word, though even if the lack of functionality would somewhat be reduced, then still I'd say that the RDLC layouts make so much more possible, that I don't ever see the word layouts replacing them, and when it would be attempted, it would probably become more complex then the RDLC now is. The difference is simply far too big.
What we're doing here is basically finding work arounds that can be applied in Navision to make up for what Word can't do (but that the RDLC can do).
I just think it's nice to get some documents into word nicely, as there are customers who like to make certain modifications before sending some documents.
And for those documents I am just trying to make the layouts look as much like the RDLC as possible.
If you want to fully replace RDLC layouts by Word then I guess your best bet is to use interop, though I am pritty sure RDLC is much faster then interop.
Edit: Just added yet another things that do not work list.
Other interesting feature if we use the Word layout for report 1306.
The request page has tick boxes for "Shipments" and "Assembly Lines" with no possibility of printing these as repeating elements.
Better remove these options from the Request Page if we are using Word reporting otherwise will likely be getting support calls !! ](*,)
On a final point, the 1306 report has a page request form that offers tick boxes for Assembly Components and Shipments.
These work fine with an RDLC layout but will obviously not work with a WORD layout.
Remember the old functionality "ISSERVICETIER" - should Microsoft now invent a "ISWORDLAYOUT" feature so things can get disabled as necessary??
Has anyone seen this one.
I am designing an Invoice Layout with the new Word designer.
I make a repeater for the Sales Invoice line and align some columns centre and some columns right.
Each time I open the layout in word for editing, the columns within the repeater for the sales line revert to left alignment.
Have tried this several times but can't seem to make it stick. Obviously a bad experience having to redo the formatting every time I open the document.
Any ideas gratefully received !!
It does not happen on every right aligned field, but if it has happened once on a column, it keeps happening every time you open the layout for editing.
I did not report it to Microsoft (MDCC) because I tried to save the Word template to a local file, and it happened on that one too.
So I concluded that it was probably caused by a Word bug (not a NAV bug) - so it will probably not help to report it to MDCC.
It could also be a malformed data in the template I guess (and then it might be a NAV bug after all).
I agree - it is QUITE annoying, so maybe I should report it after all...
Microsoft - Dynamics NAV
Microsoft - Dynamics NAV
Whatever you are doing in the merge isn't working as far as I can see. I am developing a Sales Invoice layout with one repeater. The characteristic is that when you re-open the document in Word, the alignment set on the repeater section is lost and reverts everything to being left aligned.
Thanks for trying - hopefully Microsft Word team will fix it !!
Microsoft - Dynamics NAV
1. I set alignment right on that column
2. I save the document and it works.
3. I then re-open the document and the alignment is set back to left.
4. I save the layout making no changes.
5. I print the document and it is fine.
6. I re-open the layout and make one small change - I did the change to the page footer so not even in the main area.
7. I save the layout
8. I print the document and alignment is set back to left.
Hope that explains it - happy to do a short video if that will help but I'm not sure I can psot you a link on the MIBUSO site ??
When you mention Unit Price, I guess it is formatted as a decimal right?
Microsoft - Dynamics NAV
Thanks.
In terms of word layout, Does anybody know how to print a fixed number of lines for each page?
Thanks in advance
Best Regards.-
Did you ever get a response to this question about formatting with the repeater?
It seems pretty consistent (using 2015 CU6) - you format the alignment and drop a repeater across the row. Word automatically resets the alignment. Then you manually reset your alignment and save the document. All OK until you reopen the document in design mode to find Word has reset the alignment (in my case always left aligned). So there is a workaround but it's a pain. Was this fixed in a later cumulative update (or at least the NAV side of things - appreciate it is a Word bug).
On another topic, do you know if anyone has managed to implement a "Copy Loop" in a Word layout - is it possible?
Did you ever get a response to this question about formatting with the repeater?
It seems pretty consistent (using 2015 CU6) - you format the alignment and drop a repeater across the row. Word automatically resets the alignment. Then you manually reset your alignment and save the document. All OK until you reopen the document in design mode to find Word has reset the alignment (in my case always left aligned). So there is a workaround but it's a pain. Was this fixed in a later cumulative update (or at least the NAV side of things - appreciate it is a Word bug).
On another topic, do you know if anyone has managed to implement a "Copy Loop" in a Word layout - is it possible?
Finally we got your question answered: The automatic right-adjustment of amount fields should (still) work. However, a couple of conditions must be fulfilled:
1. The data must be a decimal - we detect that via the format string attribute in the dataset.
2. The table cell must not have a justification property set already (which is doesn't once you have re-opened it).
Microsoft - Dynamics NAV
Thanks for the reply - I guess now I see the problem.
I have been doing a lot of Word reports lately and it seems the best way to handle decimals is to format them in code and print them as text. If you don't do that then there is no way of "blanking" zero (unless I am missing something).
So, as I understand it, how would you achieve a "blank zero" effect if you leave the data item as a decimal? It looks terrible if you have a text line etc.
Thanks!