CONFIGURABLE BUSINESS DOCUMENTS IN DYNAMICS 365 FINANCE AND OPERATIONS - PART 3 - MAKING A DIRECT FORMAT CHANGE
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 3.
Introduction
In this part of the series, we will concentrate on making a direct format change on Microsoft's out-of-box sales order packing slip that is a Configurable Business Document (CBD).
Lifecycle of a configurable business document is as below. Last 3 tiles will be covered in this post.
Derive a new document format: We will generate a new editable sales order packing slip design from the out-of-box Microsoft design since Microsoft doesn't allow us to make a change on the original design.
Deriving a new document format can be done in 2 ways:
- Manually deriving a new format via Organization administration >> Electronic reporting >> Configurations
- Automatically deriving a new format via new streamlined Business Document Management workspace
We will use Business Document Management workspace since it's easier.
Go to Electronic reporting workspace and click on Reporting configurations.
Note that there are some prerequisites of making changes on the out-of-box documents.
- Configuration provider creation
- Set new configuration provider as active
In our case, I created "Your company" as a new provider and set it as active.
A design change is done on the format component of configurable business documents. Format contains attachment.
You can see how the document look like by clicking on Attachments button.
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