Finance | Project Operations, Human Resources, ...

How to Link Custom Electronic Report with Custom Print Management Setup

(0) Share

Report

Posted on by Pranjal

Hi All,

Anyone please suggest me something I need to Link my custom Electronic Report to my custom node in Print management setup under Accounts payable >> Setup >> Form Setup >> Print management

I have added one new node in Print Management Setup.

0044.pastedimage1684565314671v1.png

And I have created one custom Report in Electronic Reporting Framework.

Now I need to one information how to get my Custom Electronic Report in this Custom Print Management Node Setup.

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Gaurangkumar Jani 4,546 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Hi there,

Please provide appropriate tag in configuration.

After complete all configuration, link report in print destination.

Please find detailed configuration in below document : learn.microsoft.com/.../er-named-destinations

Please let us know if this helps.

Thanks,

Was this reply helpful? Yes No
Suggested answer

Hana Xue Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Pranjal,

The following article and discussions mentioned how to add new documents in Print Management, you can check it. Hope it will help you!

How to add a new document in Print Management setup in D365F&O – using X++ – Fourteen blog | Microsoft Dynamics 365 F&O (14-dynamics365.com)

Add new custom report in Print Management in D365 FO - Dynamics 365 Finance Forum Community Forum

Best Regards,

Hana

Was this reply helpful? Yes No
Pranjal 10 on at

Like (0)

Report
Copy link

Link copied!

Hi Gaurangkumar,

Thanks for your response but I am not getting any location where we will setup the "tag in configuration" could you please provide me some details.

I checked this MSDN link but in that I am not getting any proper location where we will get the Tag and what all other requirement needed.

Thanks,

Pranjal Shukla

Was this reply helpful? Yes No
Pranjal 10 on at

Like (0)

Report
Copy link

Link copied!

Hi Gaurangkumar,

Thanks for your response but I am not getting any location where we will setup the "tag in configuration" could you please provide me some details.

I checked this MSDN link but in that I am not getting any proper location where we will get the Tag and what all other requirement needed.

Thanks,

Pranjal Shukla

Was this reply helpful? Yes No
Suggested answer

Gaurangkumar Jani 4,546 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Hi Pranjal

This tag field is available on the configuration page of the Electronic Report. Please see the below image:

Please let us know if this helps.

Thanks,

Was this reply helpful? Yes No
Sam D. 152 on at

Like (0)

Report
Copy link

Link copied!

Hi GaurangKumar

Thank you for reply, I have same issue, but I want to know I added the tag configuration setup at custom Electronic reporting, but not able to add the custom ER within Print Management setup,

can you please let me know the setup, I am not able grab the step thru the msdn link.

thank you.

Sam D.

Was this reply helpful? Yes No
Suggested answer

Pranjal 10 on at

Like (0)

Report
Copy link

Link copied!

Hi Gaurangkumar,

Thanks For your quick response and Yes I got the location and i added two tag,

Because I am adding my new Print management Node which is under AP Module and my report is based on Purchase Order Contract info.

but still I did not get my custom ER report in My Print Management Setup.

Do I need to add any code in backend like I have to extend any class or or object.

Thanks,

Pranjal

Was this reply helpful? Yes No