Error in Preview of Invoice in Forms Editor - "Cannot generate report. Could not open DataSet.."


Within the Forms Edit Utility you can open the Invoice form for editing.  If you go into the Preview tab within the Forms Editor when editing the Invoice form, you hit an error:


"Cannot generate report.

Could not open DataSet.."


To avoid this error, don't use the Preview tab within the Forms Editor when working on the Invoice form.  Even when you are working on editing different forms, it is recommended to avoid going into the Preview tab of the Forms Editor.  The Preview tab can be an unreliable way to look at changes you're making to your forms.  It also has been known to actually cause a form to become corrupted when using the Preview. 


If you want to preview changes you're making to the Invoice form, you should assign the invoice form under a custom name, and then assign it for use in the software so you can test printing an invoice.  For example, in the Forms Editor go to File > Save As and save your invoice form under a custom name like ppInvoice-custom.rtm.  Then you can assign your invoice form by SO Type by going to Sales > Sales Setup > SO Types by going into the Detail tab of the SO Type and assigning your ppInvoice-custom.rtm form in the Invoice Layout field.  You can then go to the Sales Orders screen and find a Sales Order in Invoiced, Finished or Closed status and print-preview the invoice to test/preview your edits to the invoice form.