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 Operations. 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 Operations are the same (100% […]

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 […]

Print purchase orders in different file formats for different vendors

Let’s say that we want to print Purchase orders as PDF files, and for specific vendors we want to print Purchase orders as Word documents. We have an opportunity to specify a particular vendor or group of vendors for which we want to have purchase orders always printed in Word by using the Print Management […]

Print Sales Invoice to printer from code

You can print an existing Sales invoice to a printer through the following code, no matter how the Print Management setup of Sales Invoice might look like: