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Hello all,I want to customize the sales order packing document by using the Excel business documents.In the LCS asset library, I can find the Sales order packing slip (Excel).version.27.27. But it is not enough.In the repository of my MSDyn365FO provider I’ve got a <missing configuration> because I have not imported the sales order packing slip version and mapping.version.I’m not able to find any in the available list. Is there some component missing or am I doing something wrong ?Thanks
Hi Yohann,
Have you also the waybill model imported?
The SO packing slip 'hangs' under this waybill model and I guess that you need to import this waybill model first before you should import the SO packing slip.
In my case the import worked even though I got a warning.
Do you see the SO packing slip Excel model in your ER workspace?
Best regards,
Ludwig
I managed to do it. The thing is to search by CTRL+F and looking for the same version (in here 27) and find one model fitting. In here waybill works fine but I couldn't guess.
Many thanks Ludwig for the tips.
Still wondering few question on this new functionality :
- do we need to open Excel each time to see the report or can it be prompted automatically (or directly send to a printer)?
- is it possible to setup the default printing policy in the AR module : Form setup > Print management ? I haven't succeed so far.
I will have a look on a video you did release last month if I can get some answers !
For your 1st question:
As far as I remember a 'printer' output option is on the roadmap. Would expect this soon; probably already with the wave 1 release 2020 in April.
For your 2nd question:
To my knowledge the print management defaults don't work. I also tried that a couple of times but I think it is because electronic reporting has their own output destination form, the standard print management default, such as emails, printers, etc. don't work. At least not at the moment
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