Docentric CBD Replicas

What are Docentric CBD Replicas

Docentric CBD Replicas are Docentric ER-based templates, which are “copies” of ER Formats of the corresponding Configurable business documents. They run on top of existing Docentric SSRS Replicas and their custom DSP classes.

In order to support the mixed use of SSRS- and ER-based templates as well as the use of existing Custom placeholders and improved Print archive, Batch email sending status, Additional email attachments, Saving to Attachments, etc., the installation of Docentric SSRS Replicas is a prerequisite.

When you run a report using a Docentric ER-based template, the configured report ER Model mapping is executed to generate the runtime DDSP (CBD DDSP). On the other hand, when a Docentric SSRS-based template is used, the configured report DSP class is responsible to generate the DDSP.

In both cases, the configured report DSP class, which belongs to the Docentric AX SSRS Replicas model, is responsible for populating Custom placeholders and report metadata needed for Print archive, Batch email sending status, Additional email attachments, Saving to Attachments, etc. as well as for customizations of print settings, if any.

Thus, the Docentric CBD Replicas model contains both Docentric ER-based templates and extensions of the DSP classes from Docentric SSRS Replicas, which populate Custom placeholders and report metadata contracts.

Download Docentric CBD Replicas


Installation type Instructions Download link
Project with all replicas
v3.4.4, supports all MS supported D365FO versions
Contains the same model with all replicas, but more convenient for customization and maintenance.
CLICK TO DOWNLOAD
Model with all replicas
v3.4.4, supports all MS supported D365FO versions
How to import a model >>
How to remove a model >>
CLICK TO DOWNLOAD
Replicas templates
v3.4.4, designed in MS Word
A zip file containing Docentric templates for all Docentric CBD Replicas. CLICK TO DOWNLOAD

Read Release Notes >>

Docentric CBD Replicas Upgrade Strategy

We recommend regular updates of the Docentric AX CBD Replicas model.

Which Docentric CBD Replicas are available

The Docentric CBD Replicas model contains Docentric templates for most common reports such as Sales invoice and Purchase order. Please find the complete list in Release Notes.

On the other hand, it contains extensions of the DSP classes for all reports supported by Microsoft as Configurable business documents and by Docentric as SSRS Replicas, with a single responsibility to populate Custom placeholders and report metadata contracts.

This means that you can create Docentric templates not provided by Docentric on your own and still benefit from all features based on report metadata (improved Print archive, Batch email sending status, Additional email attachments, etc.) as well as use Custom placeholders delivered through Docentric SSRS Replicas.

How to create new Docentric ER-based templates

To create a Docentric template for a report, which is not delivered by Docentric while it is supported by Microsoft as CBD, you can start from the existing Docentric template of the corresponding SSRS replica. After you configure ER Model mapping delivered by Microsoft for your report in Docentric report setup and generate the CBD DDSP, you can then use it in the existing SSRS-based template to change the data bindings according to the new data source schema. The changed template will become ER-based, and you can use it side-by-side with the SSRS-based template(s).

The benefit of using ER-based templates is that non-developers can add additional data through the source ER Data models and Model mappings, while for SSRS-based templates, additional data can be added only via X++ by customizing report DSP classes or built-in SSRS artifacts such as DP provider classes and temporary tables.

How to add additional data, placeholders and labels

  • To add additional data -> use the configured report ER Data model and Model mapping.
  • To add new placeholders -> use User-defined placeholders.
  • To add new labels -> use User-defined labels.
  • To change printing behavior or implement a custom scenario -> customize the report DSP class from Docentric AX SSRS Replicas via coding.

See also

Docentric SSRS Replicas >>
Setup and Use of CBD Data Sources >>

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