Destinations

The distribution of each Lasernet report can be automated by using Destinations. Destinations allow you to configure multiple destinations (printer, email, screen, fax, custom ports, etc.) with different criteria for each report.

Selecting Predefined Destinations when printing the report triggers the Lasernet Connector to identify the proper destination for the report based on the criteria and settings found in Destinations. This functionality is useful in cases where the report destination is not known, such as during batch jobs or when the end user does not need to manually select where the Lasernet report should be printed.

Think of destinations as a funnel - the trajectory of the yellow circles starts from the top and goes towards the bottom.

If the circles match the criteria for Destination1, they stay in Destination1.

If the circles do not match the Destination1 criteria, they proceed to Destination2.

If the circles do not match that criteria, they carry on to Destination3 and so on until they reach the Fallback destination.

The Fallback destination is commonly an internal emailbox, which a department has to check once in a while to sort out why the emails never reached their destination.

Recommendation for Funnel Fallback

To make sure that people actually check this mailbox, sometimes it is better to set the Fallback destination to a printer. This is because printed-out emails make the visual impact more noticeable than a number of emails in an email box.

Where Do I See or Set Up Destinations?

In Dynamics 365 Finance and Operations, navigate to Lasernet > Common > Reports, select the wanted report, and click Setup > Destinations:

Destinations

General

• Description

  • Freetext field where you can write about the destination: an easy overview.

• Destination type

  • Default: uses the report destination defaults if you have created them.

  • Printer: uses the Cloud print to print the document.

  • Email: uses the Email module in Lasernet to send the report.

  • Fax: uses the specified fax number to send the report.

  • Custom: uses the custom ports you have configured in Custom Ports and Lasernet developer to ship the document.

  • Screen: prints the report to screen. This option cannot be used with batch.

• Suppress warnings: hides all warnings that may appear at run time while validating or skipping this destination.

An example of a warning is the following:

Warning

Destination could not be reach - no email in "to email"

This means that the customer has not set an email address in the to email field. Therefore, the PDF is traveling down the funnel to the Fallback destination.

If your business has a Fallback destination and a clear process for handling and regularly checking it, the warnings can be suppressed by setting this field to Yes.

• Priority: each Destination must have a Priority. The priorities start from 0 and determine the order in which the Destinations will be validated.

• Find next

  • Yes: if the current destination is a match, the Lasernet report will be sent to the current destination and the next destination will also be validated. Use this option to send a Lasernet report to multiple destinations.

  • No: if the current destination is a match, the Lasernet report will be sent to the current destination and no other destinations will be validated after.

References

• Reference type: the type of FO account for this report. This setting corresponds with the values set in the Mapping FastTab of the report.

  • Accounts receivable (Customer)

  • Accounts payable (Vendors)

  • Global address book (Party)

Condition

A condition can be used to control when a destination is a match or not.

• None - No condition.

• Query - Can use query filters and ranges. Will match this destination if the query filters or ranges are met and will skip this destination if the query filters or ranges are not met.

• Code - Can use an expression. Will match this destination if the code condition expression is True or 1 and skip this destination if the code condition expression is False or 0.

Query example – The following images show a query condition that checks the customer group field. CustGroup must be 10 for this Destination.

Custom Properties

Custom properties can be used to pass additional job information for a report if defined in Lasernet > Setup > Defaults > Custom properties.

File Format

File format can be defined at the destination level for destination types, email, and custom port.

How D Io Set Up an Email Destination?

When configuring a Lasernet email destination, it is important to know the business process and the configuration of the emails in the ERP system. A business can:

• Use a single email address to correspond with all its customers (for Quotations, Invoices, Collection letters, Account statements, etc.).

• Use several email addresses for different purposes when corresponding with its customers and branches (Invoice to the Finance approve workflow, Quotation to the purchase approve workflow, Collection letters to the finance department email).

• Send e-invoices to customers who do not wish to receive a PDF of the document.

• Use a Fallback destination if the customer provides no email address.

Ensure you are aware of this before setting up the funnel: the business must have a transparent overview about the processes and about what they need to provide. When they create an account for a new customer, they must be aware of the process and the configuration of the emails in the ERP system so that the new account will fit the configuration of the Lasernet email setup.

The following describes the process of setting up an Email destination using standard Dynamics 365 FO Contact Information Purposes.

Set Up Contact Information Purpose

Standard Dynamics 365 Finance and Operations provides the option to add a purpose for each record in an account’s Contact Information section. For example, a customer account may have an email address with purpose Invoice to receive only invoices and a separate email address with purpose Business for all other communications.

Create the Email Destination

1. Navigate to Lasernet > Common > Reports, select your report, and select Destinations from the Action pane Distribution group.

3. Populate the Reference type, Account code, and Account Selection if applicable.

Select a Dropdown Option for the To Email Address Field

The dropdown menu of the To email address field presents several options. Each option will return all the email addresses recognized for the customer or vendor accounts.

• From Contact information: returns the email addresses from the account’s contact information.

Filter on Purpose

You can further specify which email addresses should be used by using filters. Filters are available for multiple dropdown options for the To email address field. For this example, select From Contact Information.

1. The recognized email addresses are shown. Contact information is pulled from Customer accounts. This is because the Reference type was set to Customer for this report.

As shown in the following image, all Roles are recognized:

Email Body

Placeholders

Placeholders can be used in the Email body to customize messages based on information in the record.

1. Select the Setup email bodies button to open the E-mail body setup form.