When in the report tab of a record (e.g. sales order/ invoice/ despatch note), the list of reports listed are built in this priority:
1. Company default
2. Custom layout of the standard report
3. Other custom layouts ordered by report name
4. Standard reports ordered by report name
Therefore, the Company Default (set in the company record – ‘Main’ tab –‘Default Reports’ button on the right hand side) would be selected by default.
If a company does not have a Default Report Set, the custom layout of the standard report would become the default. E.g in sales invoices this report is simply named Sales Invoice.
If Prima cannot locate a copy of this report, it will then look for other custom layouts ordered by report name.
e.g. Prima Consolidated Sales Invoice by Cost Centre, Prima Sales Invoice etc.