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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / HR Document Management
Microsoft Dynamics AX (Archived)

HR Document Management

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Posted on by Lourense 395

Hi

I need to set up various standard HR letters to be generated by using Word templates from within AX 2012.

I am using the table HcmWorker on the overview tab and when I try to add DirPersonName as the Data Table on the following tab I get the following error:

  • A relation between Worker and Person name must exist, or a data value must be entered.

I need to have information such as First Name, Last Name, Job, Department, Compensation Level etc. available to the Word document. The document must be available from the attachment button on the Employee List page.

Any suggestions or examples that I can look at? If possible I would like to avoid customisations.

Lourens

*This post is locked for comments

  • Anisha Fakir Profile Picture
    Anisha Fakir 680 on at
    RE: HR Document Management

    Hi Lourens,

    Can you please send me the document as well.

    My email address is anishafakir32@gmail.com

    Thanks

    Regards,

    Anisha

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: HR Document Management

    Hi all,

    Brian, thanks for the answer! Although I would say that creating Word documents from AX are pretty limited if you want to do some complex stuff. We had this basic problem with updating the Word templates – if we changed anything in the query, we could not refresh it from within MS Word Add-In and we were forced to build the whole template from the start. Also, sometimes queries are not so handy when you simply need the procedural way of building your data source, e.g. you need data providers and X++ code.

    Design limitations are the next big issue we were faced with, e.g. nested tables, headers, footers, dynamic images, data formatting, etc.

    Then we started using Docentric AX: http://ax.docentric.com/, a Dynamics AX Add-On that improves Word templates (Document Template Libraries). It allows use of data providers, you don’t even have to create any temporary table, only plain X++ to generate data source for the document. It has Add-In for Word as well but far better than the built-in. This Add-On also improves SSRS reports (design, print destinations), you don’t have to wait all the time to refresh/restart something while working on a report. In general, we benefited a lot and I would recommend this tool to everyone who is a bit tired :) of using built-in Word Add-In and SSRS reports.

    Cheers,

    Emma.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: HR Document Management

    Hi Lourens,

    Please could you also send this PDF document to me as well

    nwebb3107@hotmail.co.uk

  • Malene Overbye Profile Picture
    Malene Overbye on at
    RE: HR Document Management

    Hi Lourens,

    I would also appreciate the PDF document - would you mind sending it to me?

    Thank you in advance:-)

    Br,

    Malene Overbye

    mov@columbusglobal.com

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: HR Document Management

    Hi Lourens,

    Hope you are doing well.

    Could you please share this document with me. Would be highly appreciated :)

    Many Thanks,

    Steffi

    bansal.steffi@gmail.com

  • Annette Aker-Iversen Profile Picture
    Annette Aker-Iversen on at
    RE: HR Document Management

    Hi Lourens!

    Thank you!!  Now it is working.

    Annette

  • Lourense Profile Picture
    Lourense 395 on at
    RE: HR Document Management

    Hi Annette

    I have emailed you a PDF document with notes and screen prints of the process I followed to get the documents to be produced.

    Lourens

  • Annette Aker-Iversen Profile Picture
    Annette Aker-Iversen on at
    RE: HR Document Management

    Hi Lourens!

    Thank you so much for your answer. I have tried what you suggest. When I choose Attachment/new – the drop down does not show DocumentTypes with Class = Template library

    Which Class/Group have you set for your DocumentType? When making the template document –you used Document Datasource, right? Did you also share your template in Sharepoint to make it work?

    Apologize for all these questions, but to have this work, will be a big relief. I really appreciate your help. Hope I can help you another time.

    Annette

  • Lourense Profile Picture
    Lourense 395 on at
    RE: HR Document Management

    Hi Anette

    You are right, there is no button to Generate from Template in HR. Instead you can click on the attachment button, then on 'New' and select your document from the drop down.

    Once selected the system will open a Word document with all the information in the document filled in.

    It will also store a copy of the document for later viewing.

    I hope this answers your question. If not let me know.

    Lourens

  • Annette Aker-Iversen Profile Picture
    Annette Aker-Iversen on at
    RE: HR Document Management

    Hi Lourens!  I have exactly the same issue.  Unfortunately I do not get it working. It stops when I try to generate the Word-document.  

    I have studied the article and the example showing CustTable. In the Personalform there is no 'Generate from template'-button.  How did you solve it?  I would be grateful if you could send me your solution.

    Regards

    Annette

    e-mail: annette.aker.iversen@advania.no

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