Configurable Business Documents in Dynamics 365 Finance and Operations - PART 2 - End-to-end business document configuration

Dogan Adiyaman

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This article series explains and demonstrates configurable business document use in real life scenarios. The purpose is to provide a unique implementation resource. Whole series will be in 5 parts as follows:

PART 1: Solution components

PART 2: End-to-end business document configuration

PART 3: Making a direct format change

PART 4: Adding a new field

PART 5: Business documents security

Let's get started with PART 2.

Introduction

In this part of the series, we will concentrate on implementing Configurable Business Document (CBD) for out-of-box sales order packing slip (without any modification). This solution will be replaced with SSRS report (modified or out-of-box). Direct format changes or mapping modifications will be explained on the PART 3 and PART 4 of this article series.

Lifecycle of a configurable business document is as below. First 3 tiles will be covered in this post.

Identification of the required document: Verify whether you really need a configurable business document (CBD) solution. Depending on the business function of the document, you may opt for a CBD or choose an SSRS solution. Is the design subject to potential minor changes over time? If so, a CBD may be a better fit for you. Is the design too complex? If so, an SSRS solution might be more suitable.

Another challenge is to identify the correct solution components. Suppose you want the sales order's packing slip to be a configurable business document (CBD). You'll need a data model, a model mapping, and a format. All must be of the same version as shown below; otherwise, the system will not allow you to import them.

How to identify what model to use? Find your desired document here in order to identify the required data model. In our example, we will configure sales order packing slips as CBD.

Search for the document name, "Sales order packing slip". Search will show you multiple results including different formats and localized configs. Find what you want. In our case, we will use "Sales order packing slip (Excel) (1). Check for the desired document's data model. In our case, it will be "Waybill model".

So far so good. Next step is to find actual documents in Microsoft's repository. This was explained in Part 1 of this article series.

I downloaded all ER configuration files and found required solution components as below.

Import document components: Next step is to import these files in the Electronic Reporting configurations form in Dynamics 365 Finance and Operations.

Read the full post HERE.