Just recently I’ve been asked how to set up Print management to enable selection of different Free text invoice designs based on the information found in Financial dimensions. Print management setup doesn't offer you dimensions data on the Invoice journal table, which is available on […]
Category: Docentric AX Full Edition (30)
Email an invoice with additional attachments from D365FO
This article describes a setup-based solution for emailing reports with additional attachments from D365FO. We will show a step-by-step configuration which enables you to email an invoice with Terms & Conditions and product specification as additional attachments from D365FO. Before writing this post, I tried […]
Improved Configurable Business Documents
In our previous article we analyzed Configurable Business Documents announced on Microsoft Business Application Summit in Jun 2019, with general availability in October 2019. Configurable Business Documents are intended to empower end-users and functional consultants to customize business documents such as invoices and orders in […]
Deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations
You can enable deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations by setting the Action property on the wanted textbox to Go to URL and then to specify the expression for URL using the following utility method:
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=Microsoft.Dynamics.Framework.Reports.BuiltInMethods.GenerateDrillThroughLink( Parameters!AX_ReportContext.Value, Parameters!AX_UserContext.Value, "[MenuItemName]", "[MenuItemType]", "[TableName]", "{Arguments}") |
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Adding Remit-to address to a report data source
A remit address is used as a unique destination address to receive payment (e.g. a check) for a bill or invoice. This is used so payments can be processed more quickly than if it were sent to the general mail address of the company. In […]