How do I find out what document template is currently in use for customer sales invoice?

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Hi, we recently upgraded to D365 Finance (and Supply Chain) from AX2012 and it looks like some of our previously configured documents (from AX2012) - including sales confirmation and invoice - didn't get brought over correctly. In so far as they are missing info or the info isn't formatted properly.

I'd basically like to make a "fresh" start on our business documents starting with our most used (customer sales invoice, sales confirmation, vendor purchase order confirmation etc.) and I understand I can do this using the Business document management feature. Currently, these "most used" documents are printed on-screen as PDF. My question is, how do I identify what document templates are currently in use and their names? I feel like this would be a good starting point to using the Business document management feature.

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Sukrut Parab 71,710 Moderator on at

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Best place to look at what documents you are using is print management . From UI you have to visit each module and through Set up > Form Set up > print management see what is all set up. You can also look at the table printmgmtReportFormat and PrintMgmt settings , if you have access to get list of all documents which are set up in print management.

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This helps, thank you Sukrut. How do I manage these ".report" files in the Report format dropdown? Where are they "hosted?"

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Gunjan Bhattachayya 35,423 on at

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Hi Joey,

The drop-downs are managed my print management classes and the details are stored in PrintManagementReportFormat table, as Sukrut mentioned

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Sukrut Parab 71,710 Moderator on at

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These are out of the box SSRS reports which are present in the Application and you can see them in application explorer in visual studio. Here ".Report" is nothing but report design. You can create your own designs as well and make it part of the print management. For your information , reports created through electronic report / Business configurable documents are available in print management.

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So basically there are 2 ways to create business documents.

1) The more "formal" approach of developing reports using VS and X++ (as was primary method in AX2012 right?)

2) Using new Business document management feature to import pre-made document templates from Microsoft, create copies of these templates to add to your own "configuration provider?" and then using Print Management to select this edited version of a document template in order to generate during business processes.

Ok, the picture is becoming slightly clearer. How do I go about installing/configuring/using application explorer in VS? Does it require a full Developer "deployment?" What does that look like and is there a step-by-step guide?

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Sukrut Parab 71,710 Moderator on at

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To your first point , yes it needs x++ development for the custom SSRS reports or to modify existing reports and below documentation can help you

docs.microsoft.com/.../customize-app-suite-reports-with-extensions

yes with ER/ Configurable business documents which relies on ER framework you can create your reports using existing models in your own configuration provider and use those in print management . Here no x++ development is required but you need very good understanding of the underlying tables schema if you want to create your own model , model mapping and understanind of the ER framework.

Mostly with Microsoft provided models ,you should be able to work with the key documents like confirmations , invoices etc.

For development of SSRS reports you need a developer VM(Tier 1), which you can deployed through LCS in your own subscription or download VM from LCS. you can read about those on below link

docs.microsoft.com/.../environment-planning

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