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Where the BI Template is defined for Invoice Print Template

edited Oct 24, 2025 2:53PM in Receivables & Collections 1 comment

Summary:

Where the BI Template is defined for Invoice Print Template

Content (please ensure you mask any confidential information):

We have made a minor change to our BIP Template for our Invoice Print Template (/Custom/Financials/Receivables/Bill Presentment/Invoice Print Template) and set as the Default BI template:

However when the end user runs this from the Billing module it is still picking up the previous report listed above the highlighted row above (TGCDefaultInvoiceReport2.rtf) even though it is not the default any longer.

I am assuming (similar to AP/Purchasing areas) there is some configuration in Setup & Maintenance that defines which BI Template name to use; I just have not been able to find where this is defined.

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