Business value

With Report Management it is no longer necessary to extend the DP class for every field that has to be printed on the documents. Report Management comes out of the box, with the most used documents. On those documents, the Report Management document fields are available, which can be matched with all fields and methods from the concerning data sources.

Assumptions

• It is a fixed set of documents.
• It is a XML-file export.
• After a Report Management document field is added or the data source has been changed, the data source has to be initialized.
• Report setup can be done by Open in Excel functionality. We assume that Report Management is used in combination with Advances forms.
• The XML-file contains all the Report Management fields, only the mapped field will be populated. Due to performance.
• DYSREPLogisticsPostalAddressTmp is a compiled field, which if matched, exports a whole node to the XML-file. (Street, StreetNumber, City, CountryRegion, Zipcode).
• Parameters "Print markup" and "Print financial dimensions" determines if the concerning node is exported.

Setup

Document data sources

Organization administration > Dynamics report management > Document data sources

Button	Description
Initialize	After a Report Management document field is added or the data source has been changed, the data source has to be initialized. This can be done with the button Initialize.

Field	Description
Report name	The actual document, e.g. Sales order confirmation or Sales invoice.

Source type	Journal or document
Data type	Shows where the data come from, the header or the lines. E.g. sales order header or sales order line(s).
Class name	The concerning class where the data is extract from.

Method name	The available methods per document.
Table name	The available tables per document.

Report setup

Organization administration > Dynamics report management > Report setup

Field	Description
Print markup	Determines if and which additional charges are exported/printed. None, from header, from lines or both.

Print financial dimensions	Determines if and which financial dimensions are exported/printed. None, from header, from lines or both.
Document field	The desired Report Management field that you want to be populated, to use on the printed document.
Journal data source	The source that you want to extract data from, to populate the selected Report Management field.

Journal field	The field that you want to extract data from, to populate the selected Report Management field.
Journal method	The method that you want to extract data from, to populate the selected Report Management field.

FAQ

Question:	What is the reason that a field is not populated in the XML file?
Answer:	Temporary tables could cause an issue, because the temporary records are not deleted. This could happen when reprinting the same document. To solve this issue, empty the concerning temporary table.