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In the report layout selection window be sure to select the new layout as the selected layout if you would like it to print that one by default. Save and close the Word file and then back in Dynamics 365 Business Central, select Process, Import Layout and browse to your Word file. In my example, I’ve added the Shipment Date field to the invoice (drag and drop from the header field list on the left). Next, select the source for the report (in this example, Standard_sales_invoice/1306).ĭrag and drop the field you would like to add to the report. Be sure the Field List is enabled on the developer tab in your Word program. Open your Word file to modify the invoice. Now go to Process, then Export Layout to save the layout as a Word file. Next, click OK and then modify the description so you know which one you are working on. Highlight the report you would like to modify (in this example we will work with the Sales Invoice)īe sure to turn on the option ‘insert word layout’ if you wish to modify in Microsoft Word. In the following example, I will show you how to modify the Sales Invoice format to add a field ‘Shipment Date’ and view the modified invoice.įirst, use the global search to search for “Report Layout Selection” You get the options and flexibility needed using the well known interface, Microsoft Word. With Microsoft Dynamics 365 Business Central, you don’t need a developer to help with this. Proficient in Microsoft Office (Excel, Word)Ħ.Most businesses require some customization to their reports and documentation such as invoices, sales orders, etc.

Excellent communication and interpersonal skillsĥ. Strong organizational and time-management skillsĤ. Currently enrolled in a degree program in business administration, accounting, or a related fieldĢ. Help with general administrative tasks as neededġ. Assist with monthly account reconciliation and reportingħ. Maintain accurate and up-to-date records of all transactionsĦ. Monitor inventory levels and provide updates to the operations teamĥ. Manage customer inquiries related to orders and deliveriesĤ.

Create sales invoices and organize purchase invoicesģ. Process and fulfill daily orders from our online store and other channelsĢ. Selected intern's day-to-day responsibilities include:ġ. The ideal candidate is organized, detail-oriented, and has excellent communication skills. The successful candidate will be responsible for processing daily orders, managing monthly accounts, and providing general support to the operations team. We are seeking an order processing and accounts management intern to join our team.