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Hi all,I would like to export specific data from a Purchase Requisition in D365 F&O to a custom Word template. The Word template will be a Request For Tender document that needs information from the Purchase Requisition.The data requirements for the Word document that need to come from D365 are:Product Name (from each line item in PR)Address Requester + details of requesterTotal value of PR
If anyone can provide guidance on how this could be done I would appreciate it
I dont think there is implemented functionality to create a document on a PO Requisition.
But, what about creating a new Excel Template? That could be a fit workaround.
Hi WillyGnome,
There are two directions which you can evaluate.
In Electronic Reporting, you can use Business documents: docs.microsoft.com/.../er-business-document-management
You can also use the form 'Excel workbook designer' where you can generate a Word document with a Dynamics connector, for creating a template.
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