PDF

Report Selection Type

• Fixed Report: A particular report, which is stored in the Report field, will be used to create the archived document. You have to use this setting for saving / archiving reports.

• Autom. Report Selection: The report assigned as the default report for printing in the Microsoft Dynamics 365 Business Central report selection for individual types of documents is used for the creation of the ECM PDF file. You have to use this setting for saving / archiving documents.

Example
If the Template field is set to the option Sales Quote, the Report Selection Type field will be preset to the Autom. Report Selection option, and at the same time the Print Usage field will be set to the Sales Quote option. As a result, for creating the PDF file, EASY for Dynamics 365 BC will use the report which was assigned to sales offers as a standard report for printing in the setup of the Customers & Sales menu. These default settings can be changed as needed.

Report

This field contains the report ID in case a fixed report is stored for the document definition.

Report Name

This field contains the name of the report specified in the Report field.

Report Selection

This field defines from which report list the corresponding report will be selected if Automatic Report Selection is set in the Report Selection Type field.

Archived Report Selection Type

The field provides the option to choose between a fixed assigned report or using the dynamic report selection in Dynamics 365 Business Central.

Archived Document Report ID

This field contains the report ID, for the table ID of the archived document, if a fixed report is provided for the document definition.

Archived Document Report Name

This field contains the report name, for the table ID of the archived document.

Archived Document Report Selection

This field defines from which report list the corresponding report will be selected if Automatic Report Selection is set in the Archived Report Selection Type field.

Accept Passed Report

If this field is checked, the report that is transferred with the respective API command will be used for the creation of the archiving PDF in any case. This is especially relevant for documents for which no standard reports are stored in the report selection of Business Central or in case a user has used a different report for printing a report for some reason.

Report Output Type

This field corresponds to the Business Central standard; it defines whether a report is output as a PDF or work document.

Store Report only once in the Repository

Checks that the document has already been stored in the archive, based on the document definition and the report ID. If this option is enabled, renewed archiving will be prevented and instead an entry in the ECM queue will be created containing note 80 Document already exists .

Use Record View

For PDF report creation the record filter is used, by default the primary key is used

Enter Report to ECM Queue

Specifies how the report is entered into the ECM queue.

• Never: The report will never be entered into the queue.

• Print: Previously, a code adjustment had to be made in the document (report) to enter the report into the queue when printing. With this option, the ECM code in the document will only be executed when printing.

• Event in code unit: Only after posting and archiving a document with the Business Central standard function, the report is entered into the queue via an event.

• Always: The document is always entered in the queue (combination of "Print", "Event after code unit" and "Event after print").

• Event after print: (NEW) After printing, the document (report) is entered into the queue by an event. An ECM code adjustment is no longer necessary. This means that any document can be entered into the queue after printing for which a valid ECM document definition exists.

Processing multiple records for one report

If a record refers to multiple records, this option determines how the records are processed. When "Splitting records", an entry is created in the ECM queue for each record.

Document Def. f. Link

This field allows linking multiple document definitions.

Example
To store a document both in Microsoft SharePoint and in the ECM archive, two document definitions can be linked with one another. When archiving these are processed in turn (first the parent, then the linked document definition).

New Status (after Prepare)

This field allows changing the status after preparing the document.

CRM Integration

Log Interaction

If this option is enabled, an activity log entry will be built for each archived document which logs the archive process.

Interaction Template

The activity log entries are built using the activity template selected here.

CRM Document Type

In this field, the document type is stored which is entered in the field of the same name in the activity log entry.