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Session Id :
Finance | Project Operations, Human Resources, ...
Active Discussion

Add the relevant binding for company logo to be attached to GER formats

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ReportReport
Posted on by Microsoft Employee

Except the "Invoice model" and the InvoiceCustomer mapping of the "Invoice model mapping" configuration, where we have model.InvoiceBase.CompanyInfo.Logo and the relevant binding, other ER models and mappings are offering no Logo data source field so that the customers are not able to attach their company logo to CBD formats by using out-of-the-box MS solutions.

 

Therefore, in order to quickly set up the binding for the company logo, we can complete the below steps that helped obtaining the expected log outcome. In this example, we used "Project quotation" format to get the logo.

 

[1] Upload company logo on D365FinOps > Organization administration > Organizations > Legal entities > "Report company logo image"

 pastedimage1617959401454v4.png

 [2] In ER framework, derive Quotation model and name it: 'derived Quotation mode'. Save and complete the status.

 pastedimage1617959367031v2.png

 

Note: for binding the logo you may use any existing element of type: container or could add a new node in 'derived Quotation mode'

 pastedimage1617959419175v5.png

 

[3.1] Derive Project quotation model mapping (RDP) by selecting the target model the 'derived Quotation mode'. Please name it 'derived Project quotation model mapping'.

 

[3.2] Open the 'derived Project quotation model mapping' in Designer and add FormLetter class which will help fetching the company logo.

 pastedimage1617959470129v6.png

 

[3.3] Then bind the Data Model element: Quotation/BuyerCustomerParty/LogoReferenceID with Data Source element: formLetter/companyLogo: Container()

 pastedimage1617959477629v7.png

 

[3.4] Save the changes done on 'derived Project quotation model mapping' and complete the status.

 

[4] Derive 'Project quotation (Excel)' format and select on data model the 'derived Quotation model'. Please name it 'derived Project quotation'.

 pastedimage1617959489309v8.png

 

[5] Then open in Designer the format 'derived Project quotation' and bind the Cell<ReportLogo> with model.Quotation.BuyerCustomerParty.LogoReferenceID. Please save and change the format status to completed.

 pastedimage1617959496773v9.png

 

[6] Now when printing the Project Quotation using the format 'derived Project quotation', we get the expected company logo:

pastedimage1617959505318v10.png 

 

Disclaimer:          

The provided example is for illustration purposes only without warranty expressed or implied, including, but not limited to, the implied warranties of merchantability or fitness for a particular purpose. Microsoft disclaims all warranties and conditions with regard to use of the example for other purposes. Microsoft shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract, negligence or other action arising out of or in connection with the use or performance of the example. Nothing herein should be construed as constituting any kind of warranty. This solution has not been officially released by Microsoft and should be fully tested before implementation.

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  • ToddB Profile Picture
    Microsoft Employee on at

    Hi Laura,

    Thank you for posting this info.

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