CONFIGURABLE BUSINESS DOCUMENTS IN DYNAMICS 365 FINANCE AND OPERATIONS - PART 4 - ADDING A NEW FIELD
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 4.
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CONTENT
INTRODUCTION
SCENARIO 1: FREE TEXT INVOICE CHANGES
Download the format template
Make the template changes
Upload the updated template back
Test the solution
SCENARIO 2: VENDOR CHECK CHANGES
Deriving a new document
Download the format template
Make the template changes
Upload the updated template back
Configure print destination
Assign the new check format to bank
Test the solution
Activate the format
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Introduction
In this part of the series, we will focus on making data and format changes to Microsoft's out-of-box free text invoice and vendor checks that are Configurable Business Documents (CBD).
This article covers two scenarios:
- Scenario 1: Modifying the design of a free text invoice by generating a new design based on a previous custom design and implementing changes.
- Scenario 2: Modifying the design of a vendor check by generating a new design based on Microsoft's default design and implementing changes.
Scenario 1: Free text invoice changes
Let's continue from where we left off in PART 3 of this article series and proceed with further design changes to the Free Text Invoice.
The existing design for the free text invoice is as follows:
There are 2 options:
- Option 1: Making a change to the existing format.
- Option 2: Deriving a new format an making a change to the new format.
Let's continue with the Scenario 1 Option 1.
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