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Common entity For all reports

  • July 16, 2025
  • 5 replies
  • 57 views

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The customer has requested modifications to the standard report layouts, specifically to include the company’s webpage, email address and organization no in the report footers. Since these are common company details, I created custom fields to store this information. However, there is currently no option to add such fields unless they are tied directly to the relevant entity.

As a result, I had to add the two fields separately to the PurchaseOrder entity for the Purchase Order report, and to the CustomerOrder entity for the Invoice report. If similar requirements arise for other reports, I will need to repeat this process for each respective entity.

Given that these are basic, common company details used across multiple reports, it would be more efficient to have a shared/common entity where such report-related fields can be maintained centrally. This would reduce duplication and simplify maintenance.

 

@IFS RD Product Management 

5 replies

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  • Hero (Customer)
  • July 22, 2025

Isn’t that what the Document Footer feature is for ?

 

 


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  • Author
  • Sidekick (Partner)
  • July 23, 2025

@SimonTestard Currently, only hardcoded values are supported in the document footer. However, I need the ability to fetch values dynamically using parameters.


Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • July 23, 2025

@Nethmi98 you mention you wanna display common company attributes (website / email address). You can have a document footer for each company with different data in each company. Wouldn’t this be enough to fulfill your requirement?


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  • Author
  • Sidekick (Partner)
  • July 23, 2025

@Marcel.Ausan That works, but I also need to display company details and additional dynamic values—such as the payment address, bank code, and more in the footer. What's the best way to handle this requirement?


Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • July 23, 2025

@Nethmi98 all the customers I worked with used the Document Footer for all of this company specific info.

See some examples below: