Thursday, September 27, 2018

Adding new design and mapping with print management setup in Dynamics 365 finance and operation without overlay PU15 for existing Standard Report


Adding new design and mapping with print management setup in Dynamics 365 finance and operation without overlay PU15 for existing Standard Report

Sample: Purchase Order Confirmation
Requirement: Adding new fields in to purchase Order confirmation report and report layout need to change as per end user template. End user wants to tag new report design in to print management setup for vendor.

Steps:
è Create new project with our customize model and package
è Navigate to Table PurchPurchaseOrderTmp, right click -> Create Extension and rename
è Added newly field as shown below

è As per BP, All newly created mapped to field group & relation and Assign with Labels
è Duplicate Report (PurchPurchaseOrder) and rename it

è Make necessary design change and field mapping to SSRS report design
Sample:


è Add new class for extension (Existing class: PurchPurchaseOrderDP),
For field mapping for newly created fields
Using Chain of Command

è Rebuild project [Make sure sync on build should be TRUE]
è Check as of now, Print management setup lookup is listing with only one design for purchase order confirmation for the document type(Purchase Order)


è Adding new report design in to  Print management report format lookup list
Create new class for extension of PrintMgmtReportFormatPopulator and method addDocuments by using chain of command


è Rebuild project [Make sure sync on build should be TRUE]
è Navigate to /Account Payable/Setup/Form/Form Setup/General Tab/Print Management

è Map new design in print management setup as per end user requirement.


Dynamics 365 for finance and operations  - Project .axpp file shared  link:
https://1drv.ms/f/s!Asi_SJ2dXQ3Bqhbljy1VC2gb6nyH


No comments:

Post a Comment

Copy Markup charges while posting purchase invoice using X++

 Copy Markup charges while posting purchase invoice using X++ Class: Important: Code logic is just for Reference.  New class => Duplicate...