In the previous webinar we demonstrated how to append Terms and Conditions in the customer language to our invoices. In this webinar we are going a step further in perfecting them. You will now learn how to embed product images and product specifications into Sales invoice using Electronic Reporting with Docentric Designer.
The approach we will take here is the same as in the previous webinar: First, we will add additional data – product images and characteristics using Electronic Reporting, by changing the ER Data model and Model mapping provided by Microsoft for the Sales invoice report. Then, when this data appears in the updated data source, we will bind the product images to the table row that is bound to invoice lines on the report template in Docentric Designer. Next, we will append product specifications at the end of the template, using the Subdocument feature.
That’s right, we have managed to make our invoices look professional and appealing without the help of developers. All we needed was the knowledge of how to modify the existing Electronic Reporting Data model and mapping, and this is where we put most of our effort. Undoubtedly, the much easier part was updating the template due to the ease of use of Docentric Designer.
This webinar proves that Electronic Reporting used in combination with Docentric can truly empower functional consultants and end-users to achieve advanced reporting scenarios.
Demos in this webinar were showing some out-of-the-box D365FO features and some preview features of Docentric. If you would like to know how you could run such test scenarios yourself, please send us an email to firstname.lastname@example.org.
The webinar resources include presentation slides and they are contained in a zip file, which you can download here >>
With more than 15 years of experience in IT software development, project management and sales, Klemen always adapts to rapidly changing technology. His passion for all these exciting years has been in the field of transforming every business first mile, especially in the area of paperless business transactions.
In recent months, Klemen has been actively exploring Electronic Reporting and Business Documents to achieve advanced reporting scenarios. He will share his experience and show how Docentric can simplify some tasks considerably and even do things you cannot do with standard ER & BD.
If you are a functional consultant, power user or IT manager, and are looking for no-code ways of adding additional data and attachments such as T&Cs, product specifications or images to your reports, you wouldn't want to miss these two events.