Create a Test Report
    • 24 Apr 2025
    • 4 Minutes to read
    • Contributors
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    Create a Test Report

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    Article summary

    Populate the Entity Report

    It is now necessary to send a message between the two systems through the user interface.

    Previously the Entity Report's Recording button was toggled to Yes:

    This is where the message from CE will be received in FO.

    1. Navigate to the Quotes entity in CE.

    1. Double-click a Quote to open it.

    2. On the Quotes form that opens, click the Lasernet button and then click Quote.

    The following window will be displayed. These errors are expected:

    1. Close the dialog box and then go to Finance and Operations, navigate to Lasernet > Setup > Dataverse/Dynamics365 > Entity reports.

    1. Select the Entity Report created earlier.

    You can see that the criteria of this entity report have been filled in; this is the message that was sent from CE to FO. The connection is working well.

    1. Click Edit.

    1. Toggle the Recording button to No.

    1. Scroll down in the criteria until you find PassThroughData and select the checkbox within the Check column.

    1. Click Save and close the form.

    2. Return to CE and navigate to the Quotes entity.

    1. Double-click a Quote to open it. On the Quotes form that opens, click the Lasernet button, then click Quote.

    A dialog box will be displayed again:

    1. This time there are no errors. Click Submit.

    2. The CE report will run, and the dialog box will disappear. To check this, return to FO, navigate to Lasernet > Common > Reports, and then select the CESalesQuotation class report which was created earlier.

    1. Click Journal to display the list of the previous runs of this report.

    From within the Journal screen, you can see the previous runs of the report; here the time stamp on the top record matches the time the report was run from CE. This confirms that the integration is working as expected.

    Run a Test Report

    The following steps will help confirm that the contents of the report are as expected:

    1. Return to CE and navigate to the Quotes entity.

    1. Double-click a Quote to open it. On the Quotes form that opens, click the Lasernet button, then click Quote.

    A dialog box will be displayed again:

    1. This time there are no errors. Click Submit.

    The CE report will run, and the dialog box will disappear again.

    1. As before, check this by returning to FO, navigating to Lasernet > Common > Reports, and then select the CESalesQuotation class report which was created earlier.

    1. Click Journal to display the list of the previous runs of this report.

    1. From within the Journal screen select the most recent run of the report.

    1. Click the Preview dropdown menu and then select Show XML to show the XML that was generated.

    As in the previous test, the XML preview displays all the information that would be expected in the usual XML message generated from the Lasernet Connector, including all the fields defined in our Query.

    However, this XML contains information for all the quotes in CE rather than just for the record that  we selected when the report was run.

    Define Parameters for the Entity Report

    The following steps will define parameters for the   within the Lasernet CE Connector:

    1. In FO, navigate to Lasernet > Setup > Dataverse/Dynamics 365 > Entity reports.

    1. Expand Commands and Report Ranges.

    1. Click Predefined Destinations and for the purposes of testing, select Lasernet Screen.

    1. Click OK.

    2. On the Entity Report, select Default ranges.

    Here we define which records will be in our XML message which is sent to Lasernet. As standard, this default range is empty, and this is why in the test run of the report we saw all of the quotes in CE in our XML rather than just the one we had selected.

    1. Click New.

    1. On the line that is displayed, select the Field column and then select quoteid.

    1. Click the in the Range column, and you will see that this Quote ID value corresponds to the GUID in CE which is the unique identifier for the quote.

    1. When we run our report, we want to run it only for the Quote ID linked to the Quote that we have selected. To do this, click the Expression editor icon next to the Range.

    The Expression editor is displayed.

    1. Click the Select value dropdown.

    1. Select Parameter from the list.

    1. Select PrimaryItemIds from the available parameters. The expression will validate.

    1. Click OK and OK again.

    2. Save the form then close it.

    Run the Final Report through the Lasernet CE Connector

    Follow these steps to run the report one last time to check the outcome is as expected:

    1. Return to CE and navigate to the Quotes entity.

    1. Double-click a Quote to open it. On the Quotes form that opens, click the Lasernet button, then click Quote.

    A dialog box will be displayed again:

    1. Click Submit.

    The CE report will run, and the dialog box will disappear. Depending on your browser settings, the output will either download or will be displayed on the screen.

    This Report is not recognized output is expected here as no Lasernet form output has yet been defined.

    Check the XML Message in FO

    To check the XML message in FO to ensure the filters applied in the previous step are working as expected, follow these steps:

    1. Return to FO, navigate to Lasernet > Common > Reports, and then select the CESalesQuotation class report that was created earlier.

    1. Click Journal to display the list of the previous runs of this report.

    1. From within the Journal screen, select the most recent run of the report.

    2. Click the Preview dropdown menu and select Show XML to show the XML that was generated.