It came as an unpleasant surprise: there is no viewer for SSRS reports shipped with Dynamics 365 for Finance and Operations On-Premises. Even worse, Microsoft has no plans to support it – ever! The following features are not intended for use in on-premises deployments. There are no plans to implement these features in on-premises deployments: […]
You can use Docentric File print destination to output reports to Attachments of the underlying entity, i.e. the context record of the executing report. Unlike the built-in File print destination, when using Docentric you can output reports in batch, e.g. save them to Azure storage, SharePoint or Attachments. What if saving to Attachments fails If […]
No matter if you are using Docentric AX Free Edition or the full product version, you can use Standard and Custom placeholders in your print destination settings such as Email body, Email attachment name, Email subject, File output name, Azure blob storage container name, etc. Let’s say that you want to use Sales ID and […]
In this article we will first discuss the features of built-in report emailing, and then we will focus on how Docentric AX improves report emailing and the Email print destination. Built-in functionality: Use of E-mail parameters In SSRS framework, built-in email functionality works in the following way: 1) When you run an SSRS report on […]
We can use the Docentric File print destination and the Save to attachments option to save report to Attachments of the underlying entity, which is the report execution context record, i.e. a record of the report menu item. Let’s say that we want to save the Purchase order report to Attachments of the Purchase order […]
Some print management report destinations are not valid for batch processing warning occurs when posting and printing sales invoices in batch. In this article we will investigate this warning but let’s first examine how posting and printing an invoice in batch differs when Print Management setup for Customer invoice is, or is not used. Post […]
Let’s say that we want to email purchase orders with customized body and two additional attachments, which are arbitrary documents stored on file system, SharePoint or database. Instead of attaching documents with static content, we can also attach related reports, for example Purchase order product receipt (the procedure is similar). Navigate to Company/Accounts payable/Setup/Forms and […]
Let’s say that we want to email purchase order to a vendor primary contact or to all vendor contacts which have a specific contact purpose assigned. First we have to create a Contact information purpose. Navigate to Company/Organization administration/Setup/Global address book and open the Address and contact information purpose form. Add a new Contact information […]
Let’s say that we want to print Purchase orders as PDF files, and for specific vendors we want to print Purchase orders as Word documents. We have an opportunity to specify a particular vendor or group of vendors for which we want to have purchase orders always printed in Word by using the Print Management […]
You can print an existing Sales invoice to a printer through the following code, no matter how the Print Management setup of Sales Invoice might look like:
public static void printSalesInvoiceToPrinter()
Args args = new Args();
select firstOnly custInvoiceJour where custInvoiceJour.SalesId != '';
salesInvoiceController = new SalesInvoiceController();
// Set the SalesInvoice.Report as SSRS Report Design.
// Set the report data contract with parameters.
salesInvoiceContract = salesInvoiceController.parmReportContract().parmRdpContract();
// Create print destination settings.
srsPrintDestSettings = new SRSPrintDestinationSettings();
// Set the selected print destination to Docentric Printer print destination.
printerPrintDestSettings = DocPrintDestSettingsPrinter::constructWithDefaultPrinter();
// Set print destination settings.
// Initalize SalesInvoiceJournalPrint class instance because there is no other way
// NOT to use the Print Management setup.
salesInvoiceJournalPrint = SalesInvoiceJournalPrint::construct();