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Finance | Project Operations, Human Resources, ...
Answered

User interface path to "Print Management". Is it always buried under a business function, or is there a central settings page?

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Posted on by 197

Hello,

To access 'Print Management' in the D365 Finance and Operations user interface, there appears to be multiple entry paths, usually in a list of commands in the header area of a page above a list of business items or above a detail page for a business document. For example above a list of all Free Text Invoices or a given Free Text Invoice.  From what I read else where on the forum, there can be different indented trees of documents shown when you select 'Print Management' depending on where you access the command.

Is there not a central administrative settings page to see all the possible print management settings?

The best I have found depends on our ISV module from Docentric that provides this solution:

pastedimage1682372141648v1.png

And if you look at each of those options in the drop down you see:

pastedimage1682372160595v2.png

Here above I've put all resulting pages together.

Any comments or input would be useful. Thanks again.

I have the same question (0)
  • Komi Siabi Profile Picture
    13,107 Most Valuable Professional on at

    Hello Jim,

    I did try to understand your phrase "Is there any default comes with D365 Finance and Operations method to access 'Print Management' settings? ".

    Could you please elaborate ?

  • jt1024 Profile Picture
    197 on at

    Good point.  Let me go edit that to make it clearer.

  • Suggested answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at

    Hi Jim, If I understood your question correctly, you want to know if there is standard form to access print management of a module. In some modules, print management can be accessed from Form Setup as mentioned in below article and in other modules like Warehouse Management, print management can be found in parameters form (Warehouse Management parameters)

    learn.microsoft.com/.../set-up-print-management-for-a-module

  • jt1024 Profile Picture
    197 on at

    Hello Mohit,

    That's helps me understand better. Thanks.

    - Jim

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