Setup and Use of CBD Data Sources

When you enable Configurable business documents ER Data models to be used as report data sources in Docentric AX parameters > Product by turning on the Enable CBD data sources option, the Data source > Configurable business documents menu item becomes visible in Docentric report setup, which opens the Configurable business documents settings form.

Configure ER Model mapping

In Docentric report setup, on the Configurable business documents settings form you can configure ER Data model and ER Model mapping that will be used as the report data source when the report is generated using a Docentric ER-based template.


Generate CBD DDSP

After we add support for CBD data source by specifying ER Model mapping of a corresponding CBD document, when generating the report DDSP via the Generate DS print destination, you will get two DDSP files, e.g. SalesInvoice.Report.ddsp and SalesInvoice.Report_CBD.ddsp.


SalesInvoice.Report.ddsp is generated by the configured report DSP class (e.g. DocSalesInvoiceReportDSP) while SalesInvoice.Report_CBD.ddsp is generated by executing the configured ER Model mapping (e.g. Sales invoice).
In the latter case, the same DSP class is still responsible for populating Custom placeholders and report metadata needed for Print archive as well as for customizations of print settings (if any).

Additionally, if you want to generate DDSP alongside report execution, you can configure in the Data source > Generation options form, group DDSP generation settings, whether to generate both SSRS and CBD DDSP files or a single DDSP that matches the template’s Data source type.

When you are generating CBD DDSP for the first time in order to create your first ER-based template, you will need to change the default Selected template DDSP type option to Both SSRS and CBD DDSPs in the Which DDSP to generate combo box and generate both SSRS and CBD DDSPs when running the report. Otherwise, choose Selected template DDSP type and create a single DDSP that matches the template’s Data source type (SSRS or ER).


Create ER-based template

When you upload such a CBD DDSP (e.g. SalesInvoice.Report_CBD.ddsp) into a Docentric template, the template will become ER-based instead of SSRS-based. You can see in an ER-based template the information on ER Data model and ER Model mapping (e.g. Invoice and Sales invoice). On the other hand, this information is missing in SSRS-based aka regular templates.


You can always check the Data source type field of a Docentric template in the Templates grid on the main form of Docentric report setup to get this information.

Additionally, you can click the Validate DS type button of the Templates grid and for the selected templates validate their Data source type. At the same time, besides the validation, the Data source type field will be updated to match the information from the template content.

Run report using ER-based template

ER-based Docentric templates replace the corresponding ER Formats of Configurable business documents while using the same ER Data model as the data source. Also, instead of printing using ER print destinations, ER-based Docentric templates will be printed using SSRS print destinations improved by Docentric (i.e. Docentric print destinations), supporting this way PDF output format and printing to network printers in a more reliable way.

For the same report, you can use both SSRS- and ER-based templates side by side. By selecting the proper template in the Select template combo box on the Print destination settings form, the correct data source provider (the report DSP class or ER Model mapping) will be used to generate DDSP (SSRS or CBD).

You can check Data source type of the used template in report generation at runtime by turning on the Discover report technical name option in User options.


See also

Docentric CBD Replicas >>
Comparison: SRS, CBD and Docentric execution pipeline >>
Webinar: Configurable Business Documents >>
Improved Electronic Reporting Business Documents >>