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Finance | Project Operations, Human Resources, ...
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Customized Purchase order confirmation report in d365fo

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Posted on by 92

Hi,

I've a scenario, where i have to customized purchase order confirmation report. Usually these reports are handling from print management setup located on purch order form setup. Now i want to customized the purchase order confirmation report in a sense where if user wants to run the system report he simply picks the system purchpurchaseOrder.report or select the customized one. The one solution i've is to create COC of PrintMgmtReportFormatPopulator class and also copied eventhandler of PrintMgmtDocType & controller class extension and define that controller class on output extension.

Anyone have solutions to run both system or customized report from form setup of purchase order then do suggest me.

Thankyou. 

Regards,

Zohan

  • zohan_ax Profile Picture
    92 on at
    RE: Customized Purchase order confirmation report in d365fo

    what if i want ot run the both system and customized  design from print management setup ? for original

  • WillWU Profile Picture
    22,352 on at
    RE: Customized Purchase order confirmation report in d365fo

    Hi zohan_ax,

    If you want to add new design in Print management, please try to add your design in the populate method on the PrintMgmtReportFormat table, like this:

    addOther(PrintMgmtDocumentType::your_Type, ssrsReportStr(report, design), ...... );

  • zohan_ax Profile Picture
    92 on at
    RE: Customized Purchase order confirmation report in d365fo

    Thanks will,

    But this document will only show customized report whether if i change the report name from print management setup as well. I wanted to generate both customized and system design report . Are you getting my point ?

    Regards,

    Zohan

  • WillWU Profile Picture
    22,352 on at
    RE: Customized Purchase order confirmation report in d365fo

    Hi zohan_ax,

    Please follow this document to customize your report:

    docs.microsoft.com/.../custom-designs-business-docs

  • zohan_ax Profile Picture
    92 on at
    RE: Customized Purchase order confirmation report in d365fo

    But if i go with the above logic that i've mentioned then it will only show my customized report whether i select from print management setup or not. I've tried to change the setting from print management setup but still failed to run system report design.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    292,997 Super User 2025 Season 1 on at
    RE: Customized Purchase order confirmation report in d365fo

    Hi Zohan,

    There is a functional alternative solution available. On the purchase order page, you can go to the General menu ribbon and select Print management. You can then override the settings per order.

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