Printing multiple copies of Invoices in NAV

Sometimes you want to print more than one copy of an invoice. You probably already know a couple different ways to go about it: the most common way is from the standard Microsoft Windows Print window that pops up, where you select which Printer you want to print to, the page ranges, and copies. Another way is to just print the report twice.

Now let’s assume you always want to print two copies of all Posted Sales Invoices, and don’t want to worry about changing the No. of copies each time. This is when it helps to know how to configure NAV to work for you.

In NAV 2009 RTC, open the desired Posted Sales Invoice record, click Print in the Action Pane, and you are presented with the Request Page (see screenshot below). If you are using the NAV Classic Client, the Print button is typically found at the bottom-right of the Posted Sales Invoice form, and when clicked you will be presented with a Request Form.

Continue reading

Creating a Sales Invoice for a single Job Planning Line; Hidden Actions

In NAV 2009 RoleTailored Client, much has been made of the new Actions feature, the Action Pane and the ability to add and promote actions on pages. Most RTC users realize fairly quickly though, that when you have a Document type page (that has Headers and Lines) or a Worksheet type page, only certain actions can be promoted to the Action Pane. Essentially, actions that belong to a Page Part cannot be added to the Actions / Action Pane of the parent page.

This can lead to some confusion, especially among users who are new to the RTC. When users are unable to find a particular function or action on the main Actions menu / Pane on the page, they (incorrectly) infer that the functionality is simply not available.

A good example is Invoicing from Jobs. During a walk-through of a customization with a client user this week, we asked her to create an Invoice from a test Job she’d just created. She went to the Job Task Lines page and proceeded to create an Invoice from there.

In doing so, her new Sales Invoice contained lines for all of the Planning Lines under the selected Job Task. However, she only wanted to create an Invoice for one of the Planning Lines of the selected Job Task.

Continue reading