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 List

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.

Type of report output

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

Store Reports Once in Archives

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 .

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.