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.

Get started with Docentric Print Management Data Entity >>

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

See also

Getting all D365FO Print Management settings in Excel >>
How-To Manual: Import/Export Print Management Settings >>

3 thoughts on “How Print management settings are stored in the database in D365FO

  1. Did you guys happen to make an AX 2012 version of this or those settings not stored in the DB in 2012?
    Thanks!

    1. Hi Robert,

      Unfortunately, we don’t develop AX 2012 anymore. So, the answer is no 😥.

      Best, Ana

    2. Hi Robert,

      It isn’t clear from your question if you are asking (1) how settings are stored in the DB in 2012, or you were just referring to the last chapter of our article, (2) our data entity for Print management settings export/import.
      If first is the case, then the answer is: Print management settings are pretty much same in AX 2012 and D365FO, so everything written in this article applies to AX 2012 as well.
      If second is the case, then the answer is negative, as Ana previously wrote.

      Kind regards,
      Sanja

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