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Use Custom placeholders in Print Destinations in Docentric AX Free Edition

No matter if you are using Docentric AX Free Edition or the full product version, you can use Standard and Custom placeholders in your print destination settings such as Email body, Email attachment name, Email subject, File output name, Azure blob storage container name, etc. Let’s say that you want to use Sales ID and […]

Use Copy and Original Preview with Docentric Viewer in Docentric AX Free Edition

No matter if you are using Docentric AX Free Edition or the full product version, you can use Docentric Viewer to preview built-in SSRS report designs. This is also true for Print Management reports such as Customer invoices, Sales order confirmations, Purchase orders, etc. If you want to preview a Sales order confirmation report from […]

Version 3.x Change Log

Version 3.0.0 Change Log NEW FEATURES (1) Improved print destinations: – Screen: Much better report viewer. – Email: Placeholders, Additional attachments, HTML body. – File: Placeholders, Saving to Azure, SharePoint or Attachments, Run in batch. – Template selection is enabled on the Print Destination Settings form. (2) Improved report setup: – More configurable options in […]

Docentric AX 3.0 Released

A new version of Docentric AX has been released. The new release contains the following new functionalities: Support for Dynamics 365 for Finance and Operations Enterprise Edition. Docentric AX Free Edition – use any SSRS report with improved Docentric print destinations. Docentric report templates used for MS Dynamics AX 2012 and Dynamics 365 for Finance […]

Report emailing settings

In this article we will first discuss the features of built-in report emailing, and then we will focus on how Docentric AX improves report emailing and the Email print destination. Built-in functionality: Use of E-mail parameters In SSRS framework, built-in email functionality works in the following way: 1) When you run an SSRS report on […]

Some print management report destinations are not valid for batch processing

Some print management report destinations are not valid for batch processing warning occurs when posting and printing sales invoices in batch. In this article we will investigate this warning but let’s first examine how posting and printing an invoice in batch differs when Print Management setup for Customer invoice is, or is not used. Post […]

Email reports with customized body and additional attachments

Let’s say that we want to email purchase orders with customized body and two additional attachments, which are arbitrary documents stored on file system, SharePoint or database. Instead of attaching documents with static content, we can also attach related reports, for example Purchase order product receipt (the procedure is similar). Navigate to Company/Accounts payable/Setup/Forms and […]

Email purchase order to specific vendor contacts

Let’s say that we want to email purchase order to a vendor primary contact or to all vendor contacts which have a specific contact purpose assigned. First we have to create a Contact information purpose. Navigate to Company/Organization administration/Setup/Global address book and open the Address and contact information purpose form. Add a new Contact information […]