Starting with Docentric AX version 3.5.0, you can now print reports directly from common journal forms (such as the Customer invoice journal and Project invoice journals) even without using Dynamics 365 Finance and Operations (D365FO) Print Management.
This article shows how to do that with the Print without print management option available on these forms:
- Customer invoice journal
- Project invoices
- Project invoice journal
Why is this useful
When working in D365FO, users often need to:
- Reprint an invoice for a customer on the fly.
- Test a new report template before deploying it.
- Send a document to a different print destination (e.g., Screen, Email, SFTP, Blob storage, Azure Files, or SharePoint).
With this new feature, you can do all of that directly from the journal without any additional configuration required.
Printing a single journal record without Print management
For this example, we’ll use the Customer Invoice journal.
You can open it in Accounts receivable > Inquiries and reports > Invoices > Invoice journal
Once opened, look for the Docentric menu and click Print journal. This button is active only when a single record is selected. Then choose Print without print management.
A dialog will appear where you can pick how and where you want to print.
You can use either the standard SSRS print destinations or Docentric’s enhanced print destinations for more flexibility.
Summary
The Print without print management option gives you a quick, flexible way to print a single invoice directly from the journal. No Print management setup is required.
It’s perfect for testing, troubleshooting, or whenever you simply need to send a document to a different print destination.