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    Tag: Invoice (38)

    Create Project eInvoice with embedded and merged PDF Attachments

    posted on Posted on February 4, 2021November 5, 2021 by Miha Vuk

    comments Tags: Attachments, D365FO, eInvoice, Electronic reporting, Free Edition, Invoice, PDF
    tags No comments

    Let’s say that we want to send eInvoices from Dynamics 365 for Finance and Operations to our customers. In addition to the invoice data in XML, we also want to send along the invoice document in PDF format and some other related documents (e.g. specifications). […]

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    Video Print Management Preview

    posted on Posted on November 5, 2020February 8, 2021 by Jernej Valic

    comments Tags: D365FO, Full Edition, Invoice, Print management, Video
    tags No comments

    When previewing Print management reports such as Project invoice and Purchase order through Original preview and Copy preview on journals, the result are documents generated using the DEFAULT report design. This is simply because Original preview and Copy preview work without considering Print management setup. […]

    SEE VIDEO

    Preview Project Invoices Using Print Management in D365FO

    posted on Posted on September 10, 2020October 31, 2022 by Jernej Valic

    comments Tags: D365FO, Free Edition, Invoice, Print management
    tags No comments

    You can print reports such as Project invoice using Print management when posting a sales order, or, when the document is already posted, from the invoice journal. What happens if there are multiple SSRS report designs (aka formats) for the same report? When printing using […]

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    Customize document properties of invoices generated as PDFs in D365FO

    posted on Posted on August 12, 2020August 13, 2020 by Ana Gligorijevic

    comments Tags: D365FO, Full Edition, Invoice, PDF, Placeholders
    tags No comments

    We’re all probably receiving invoices from various providers and vendors in our email inbox on a regular basis. Have you ever checked the document properties of the attached PDF documents? You might have seen something like this: However, when you print an invoice from D365FO […]

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    Add Charges Grouped by Type to Sales Invoice using ER

    posted on Posted on August 8, 2020August 7, 2022 by Jernej Valic

    comments Tags: Charges, D365FO, Electronic reporting, Invoice
    tags 2 comments

    We’ve been getting the question “How to show charges on the printed invoices” quite often, and in this article we will explain how this can be done using Electronic Reporting. Assume that we need to summarize all invoice line and header charges grouped by type […]

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    Add Charges to Sales Invoice Lines through ER

    posted on Posted on July 17, 2020August 7, 2022 by Sanja Kolundzija

    comments Tags: Charges, D365FO, Electronic reporting, Full Edition, Invoice
    tags No comments

    In the standard D365FO Electronic Reporting (ER) report for Sales Invoice, line charges are given as a summary value, but it is a common requirement to print the detailed line charges specification. This article will guide you through the steps you need to perform to […]

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    Send Sales and Project invoice in the single email in D365FO

    posted on Posted on July 13, 2020August 7, 2022 by Ana Gligorijevic

    comments Tags: D365FO, DSP class, Emailing, Free Edition, Invoice
    tags No comments

    In the previous article, we explained a utility class that helps you generate SSRS and Docentric reports from X++ in memory instead of distributing them to a print destination such as Email or File. Using the same helper class, DocSrsReportGenerator, we will now demonstrate how […]

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    Email invoices secured with passwords in D365FO

    posted on Posted on June 29, 2020September 24, 2020 by Ana Gligorijevic

    comments Tags: D365FO, Emailing, Full Edition, Invoice, PDF, PDF encryption
    tags 2 comments

    In Dynamics 365 for Finance and Operations you can automatically generate and email invoices to your customers. What if there is a demand to secure the emailed invoices with passwords, for example the customer VAT number? D365FO doesn’t offer such a possibility OOTB, but fortunately […]

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    Save PDF Documents from D365FO in Cloud to Local File System

    posted on Posted on June 14, 2020February 26, 2022 by Ana Gligorijevic

    comments Tags: D365FO, DRA, Invoice, Print destinations
    tags No comments

    UPDATE TO THIS ARTICLE From Docentric version 3.4.3, saving reports to configurable Azure file shares is supported. You can mount an Azure file share as a network drive and this way enable routing from D365FO in the cloud to your local network. Docentric introduces a […]

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    Print Reports to Attachments in D365FO

    posted on Posted on June 5, 2020June 11, 2020 by Ana Gligorijevic

    comments Tags: Attachments, D365FO, Free Edition, Invoice, Print destinations
    tags No comments

    You can print particular reports such as invoices and collection letters to Attachments of the corresponding journals only by using the e-Invoice attachment option settable on the customer card in Dynamics 365 for Finance and Operations. But what if you want to save an invoice […]

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