How Print management settings are stored in the database in D365FO

Database tables that store Print management settings:

  1. PrintMgmtSettings
  2. PrintMgmtDocInstance
  3. PrintMgmtReportFormat

Below left are settings for the Accounts receivable module, right side are node-specific settings (the Customer node):

  • Original and Copies are document instances.
  • Every document instance has its settings. Setting can have child elements (with specified query), every child element will also have its setting.
  • Setting may have report format assigned to it and will include the print destination settings, stored in the PrintJobSettings container field of the PrintMgmtSettings table.

Take a look at the helpful SQL queries below. Here it is an example working with Customer invoice (DocumentType = 0) and the USMF and USPI companies:

select * from printmgmtsettings where dataareaid in (‘usmf’, ‘uspi’) and parentid in (select recid from printmgmtdocinstance where dataareaid in (‘usmf’, ‘uspi’) and documenttype = 0);

select * from printmgmtdocinstance where dataareaid in (‘usmf’, ‘uspi’) and documenttype = 0;

select * from printmgmtreportformat where dataareaid in (‘usmf’, ‘uspi’) and documenttype = 0;

–delete from printmgmtsettings where dataareaid in (‘uspi’) and parentid in (select recid from printmgmtdocinstance where dataareaid in (‘uspi’) and documenttype = 0);

–delete from printmgmtdocinstance where dataareaid in (‘uspi’) and documenttype = 0;

The PrintMgmtDocumentType enum defines Document type:

Original setting and Copy setting

  1. PrintMgmtSettings
  2. PrintMgmtDocInstance
  3. PrintMgmtReportFormat

Original setting, Original with child setting and Copy setting

  1. PrintMgmtSettings
  2. PrintMgmtDocInstance
  3. PrintMgmtReportFormat

Original setting, Original with child setting, Copy setting, Customer override settings

  1. PrintMgmtSettings
  2. PrintMgmtDocInstance
  3. PrintMgmtReportFormat

Print management settings: Export/Import and Update in bulk

We created a custom data entity to enable export/import scenarios for Print management settings, in order to be copied from one environment to another, or to copy them between legal entities. This entity also supports updating of Print management settings in bulk, by exporting them to Excel, modifying and then importing them back for the same or different document types, customers, legal entities, etc.

Docentric Print Management Data Entity is part of Docentric Free Edition, so you can use it completely for free.

Get started with Docentric Print Management Data Entity >>

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