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Electronic Reporting And SSRS within Print Management Setting

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Posted on by Hetal Gore

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Hi,

I am hoping someone can help.

I am trying to use both SSRS report and ER reports within Print Management setting, i would like the system to generate ER report if the invoice date is after 01/11/2023:

When i run the invoice i get the following error:

If i flip the setting around i get a PSA error:

Do you know if you can use SSRS and ER report together?

If it is a one to one relationship so the default is ER and the setting is ER then the report is produce likewise for SSRS.

Please kindly let me know.

Kind Regards

hetal

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Magno Pereira 2,445 Moderator on at

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It is possible to use both together. Regarding the ER, it seems that there is an issue with the ER design. You may need to check the mapping.

There is an issue with the SSRS report, too. It does not seem related to the print management configuration.

Please remember to configure the ER destinations: Configure print management record-specific ER destinations - Finance & Operations | Dynamics 365 | Microsoft Learn

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Hetal Gore 102 on at

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Thank Magno.

When i run the SSRS and ER report its own with no setting applied both templates generate so it difficult to understand if the issue is related to the report/parameters or custom fields issue.

Thank you for confirming that both can be used together within the same print management setting.

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saurabh bharti 15,059 Moderator on at

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Hi,

I think you have missed defining the destination for condition you define. For ER to use you should define the print destination by clciking on play button and selet the report component of ER

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Hetal Gore 102 on at

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Hi Saurabh,

I have added the ER destination but still had the issue. I have tried both ways, but no luck.

Thanks

Hetal

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