Change Default Report

You can set the mailing defaults through SO Preferences, customer class, and also on the customer.

You might need to update every customer to the correct report ID.

What you did is enough to override the email template, but report ID seems to be applied on each customer

Hi ​@PBSA,

Go to Report Definitions (SM208000) and set the custom report ID for each Mailing ID under the Mailing Settings tab. Then, open Report Designer and check the Report Versions to ensure everything is correct.

Hope this helps

Hi ​@Ankita Tayana,

I opened SM208000, but for me that is the Generic Inquiry profile screen.

I searched the site map for “Report Definitions” and that came up under CS206000, but that only lists financial reports not Report Designer reports - unless I’m misunderstanding it.

Either way, I don’t see a Mailing Settings tab in either screen.

​@bwhite49 Thank you for the suggestion. The customer I am testing with already showed the correct report in their Mailing & Printing settings (from the customer class being configured), but I went back to the customer class settings and set that back to the default report (SO.64.10.10) and then back into the customer itself and set the custom report there so it would mark the ‘Overridde’ checkbox on the customer:

Then I went to the test Sales Order and chose the ‘Print Sales Order’ button and I still got SO.64.10.10:

Is this what you meant by applying the custom report on the customer?

Yes, but the change you made should only have an effect on the “email sales order” action. The “print sales order action” is different.

Do you need to change the print action? This would require a small customization to modify that action or to create a new action that prints the correct form. 

Also, if you are emailing directly from the report, there is a change in report designer that needs to be done to map to the correct mailing ID. Your changes on the customer will not impact the action of emailing directly from the report - this is a report update to modify the mailing ID/subject/email body.

​@OlaAyanlaja62 This was really helpful information, thank you! I was able to get my installation to use my custom report for Sales Orders and SO Invoice by setting the Sales Order Preferences Mailing setting back to the default report and then setting my custom report on the Customer Class Mailing setting.

I tried to do the same for the CRQUOTE mailing ID on Business Account Classes and in Customer Marketing Preferences, but that did not work. 

Do you have any idea why this would work differently for the CRQUOTE mailing ID?

​@bwhite49 Changing the report ID for the SALES ORDER mailing ID on the Customer Class (and leaving it as default on the Sales Order Preferences) did change the report used by both the Sales Order > Print Sales Order and Sales Order > Email Sales Order actions. I did find your comments about the mailing behavior coming from the Report Designer rather than the Mailing Settings to be true though when using the Print action.