web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Blogs / Vishal’s blog on MS Dynamics 365 - Technical / D365 FO - New document type...

D365 FO - New document type in Print Management setup

Views (301)
Vishal Tiwari Profile Picture Vishal Tiwari 393

Hello everyone, today we'll look at how to add a document type to the print management configuration in Dynamics 365 Finance.



The first step should be to extend the base enum print management document type [PrintMgmtDocumentType] and add a new element there.
The second step should be to extend the PrintMgmtNode class based on the module where you want to add the custom document. We will add a document to the accounts receivable print management configuration as an example.
 
[ExtensionOf(classStr(PrintMgmtNode_Sales))]
final class PrintMgmtNode_Sales_Extension
{
    public List getDocumentTypes()
    {
        List documentTypes;
 
        documentTypes = new List(Types::Enum);
 
        documentTypes = next getDocumentTypes();
 
        documentTypes.addEnd(PrintMgmtDocumentType::CustomDocument);
                            
        return documentTypes;
    }
 
}
 
Subscribe to the NotifyPopulate function of the PrintMgmtReportFormatPublisher class to insert a default report into a custom document.
 
public class PrintMgmtReportFormatPublisherUtil
{
   [SubscribesTo(classstr(PrintMgmtReportFormatPublisher),

                 delegatestr(PrintMgmtReportFormatPublisher, notifyPopulate))]

    public static void notifyPopulate()
    {
        #PrintMgmtSetup
 
        void addFormat(PrintMgmtDocumentType _type, PrintMgmtReportFormatName _name,
                   PrintMgmtReportFormatCountryRegionId _countryRegionId = #NoCountryRegionId)
        {
            PrintMgmtReportFormatPublisherUtil::addPrintMgmtReportFormat(_type, _name, _name,
               _countryRegionId);
        }
 
        addFormat(PrintMgmtDocumentType::CustomDocument,
                      ssrsReportStr(CustomReport, Report));
    }
 
    private static void addPrintMgmtReportFormat(
        PrintMgmtDocumentType _type,
        PrintMgmtReportFormatName _name,
        PrintMgmtReportFormatDescription _description,
        PrintMgmtReportFormatCountryRegionId _countryRegionId,
        PrintMgmtReportFormatSystem _system = false,
        PrintMgmtSSRS _ssrs = PrintMgmtSSRS::SSRS)
    {
        PrintMgmtReportFormat printMgmtReportFormat;
 
        select firstonly printMgmtReportFormat
            where printMgmtReportFormat.DocumentType == _type
                && printMgmtReportFormat.Description == _description
                && printMgmtReportFormat.CountryRegionId == _countryRegionId;
 
        if (!printMgmtReportFormat)
        {
            // Add the new format
            printMgmtReportFormat.clear();
            printMgmtReportFormat.DocumentType = _type;
            printMgmtReportFormat.Name = _name;
            printMgmtReportFormat.Description = _description;
            printMgmtReportFormat.CountryRegionId = _countryRegionId;
            printMgmtReportFormat.System = _system;
            printMgmtReportFormat.ssrs = _ssrs;
            printMgmtReportFormat.insert();
        }
    }
}
 
To get the default report, subscribe the delegate getDefaultReportFormatDelegate and getQueryTableIdDelegate of class PrintMgmtDocType.
 
public class PrintMgmtDocTypeEventHandler
{
 
    [SubscribesTo(classStr(PrintMgmtDocType), delegateStr(PrintMgmtDocType,

                  getDefaultReportFormatDelegate))]

    public static void getDefaultReportFormat(PrintMgmtDocumentType _docType, EventHandlerResult
                                              _result)
    {
        switch (_docType)
        {
                case PrintMgmtDocumentType::CustomDocument:
                _result.result(ssrsReportStr(CustomReport, Report));
                break;
        }
    }
 
 
    [SubscribesTo(classStr(PrintMgmtDocType), delegateStr(PrintMgmtDocType,

     getQueryTableIdDelegate))]

    public static void PrintMgmtDocType_getQueryTableIdDelegate(PrintMgmtDocumentType _docType,
                                                                 EventHandlerResult _result)
    {
        TableId tableId;
         switch (_docType)
        {
            case PrintMgmtDocumentType::CustomDocument:
                tableId = tableNum(CustomReportTemp);
                _result.result(tableId);
                break;
        }
    }
 }
 

This was originally posted here.

Comments

*This post is locked for comments