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Electronic reporting - nothing happens

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Posted on by Ivan Leshchenko

Hi. I am new in D365FO. I need to create a new print format for the "Customer invoice" using electronic reports.

1. There is a tool "Electronic reporting" where templates for printed documents are developed. After creating a template, you can immediately check it. On this step everything good.
2. There is a tool “Print management”, in which for various documents a printed form template can be matched according to various conditions, or simply by default. A new template is set for the desired document.
3. When open Customer invoise and click "Use print managment", the printed form should open, as specified in 2, but nothing happens, does not open, and does not give an error.

Maybe I missed something, some other settings are needed?

Thanks!

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Ludwig Reinhard Microsoft Employee on at

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Hello Ivan,

Have you assigned the new electronic report in the print management section of the AR module?

If you cannot figure out what setup might be missing then have a look at this video here from MS

community.dynamics.com/.../finance-and-supply-chain-management-configurable-business-documents-october-23-2019

In my demo machine (PU30) things work like a charm.

Are you on an old D365FO version?

Best regards,

Ludwig

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Ivan Leshchenko 5 on at

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Hi Ludwig, thanks for your help.

Watched video and set up my electronic report to FreeInvoice print format, and when open CustFreeInvoise

and click Print, it's work,

but if i want to print from CustInvoiceJournal, print menu dissapear and i use menu View - Use print managment, and nothing happens

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Ludwig Reinhard Microsoft Employee on at

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Hi Ivan,

In your last screenprint there is something adjusted.

Acceptance report and Printable documents are not available for selection in the standard application.

Can this system modification be the underlying reason for your problem?

Best regards,

Ludwig

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Ivan Leshchenko 5 on at

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Hi Ludwig, I will try to find out this. Thanks

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Ludwig Reinhard Microsoft Employee on at

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Hello Ivan,

Great.

Please keep us updated because I tested this feature extensively and it works in my machines.

Many thanks,

Ludwig

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Ivan Leshchenko 5 on at

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Hi Ludwig,

my problem has not been resolved. I wanted to know what types of documents now support by electronic reporting? Maybe I'm trying to use them where it’s not provided, in "Invoice journal".

In this article ax.docentric.com/.../ said that "Use print management" functionality is partially supported.

Thanks

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Ludwig Reinhard Microsoft Employee on at

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Hello Ivan,

The following site provides you with an overview of the configurable business documents and when they become available.

docs.microsoft.com/.../configurable-business-documents-reporting-word-excel

Best regards,

Ludwig

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Ivan Leshchenko 5 on at

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Hi Ludwig,

Thanks for your help.

My problem was solved, the problem was in russian localization, because of it, the Business document type "SalesOrderInvoice" did not work out, and on click "Use print managment" couldn't find print format.

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