Edit

This section describes the functions found in the Edit dropdown menu.

Add Field

When choosing the Add field option, the system will display a dialog where you can first choose the desired table and then the required field to add to your selected report.

1. Choose the desired table.

2. Choose the desired field.

Query Wizard

When choosing the Query wizard option, the system will open a wizard for the Query where the user can not only add the required tables and fields but also sort the fields and add the necessary ranges.

The Lasernet Essentials Query wizard is a simplified version of the Lasernet Professional/Enterprise Query wizard (it is not possible to create an AOT Query, a Query from class, or group data into files), and it includes the following features:

Tables

You can link related tables or establish relationships between them.

Language Labels can be defined at the Data sources level, incorporating existing language texts for the report. For a detailed breakdown of the process, refer to this guide.

Select Fields

In the Select fields section of the Query wizard, users can move selected fields using the Up and Down buttons.

Sort Fields

Range

Create Report

Images

Choose the Images option from the Edit dropdown menu to add images to your reports.

The images and Image gallery in Lasernet Essentials can also be used in Lasernet Professional as same engine is used for both versions.

Images can be inserted from the workspace as well as through the Preview of a report.

Only users with Lasernet Administrator or System Administrator roles can add or remove images.

You will need to upload files to the Finance and Operations database to add a logo or Overlay to your reports. Each image upload will be added to the report that you have picked, as well as to the Image gallery for all reports. Follow these steps:

1. Highlight your report.

2. Click Images.

3. Browse to the image you wish to use with your report.

The next time you print the report, you will see the reference to the image in the XML (placed at the bottom of the XML).

4. Open your Lasernet Form Editor and add the image to your design.

5. Click Save, and your new design will be ready to use. You will also see the updated design in your Lasernet reports management menu.

If you have already uploaded an image for a report, you can add that same image to the other reports by clicking +Add.

Or by clicking the +Include in report option on the top menu bar.

You can also remove an image from a report by clicking the X symbol on the green Included in report banner.

Or by clicking the Exclude from report option on the top menu bar.

If you wish to download or delete an image, highlight it and click the Download or Delete buttons on the top menu bar.

Attachments

It is possible to configure attachments directly from the attachment form in standard Dynamics 365 FO, by using the Attachments button within the report Preview, or within the Lasernet Essentials workspace.

To do so, select the desired report and click Edit > Attachments.

Attachments can be configured by adding the tables (Attachment reference) for which the attachment is used and define the Restriction, Type, and Document type.

Restriction

When adding attachments to a report, it is possible to choose between Internal and External restrictions. Internal restrictions are meant to hide company information from customers, while External restrictions hide customer information.

Type

When choosing the Type of attachment to add to a report, it is possible to choose from File, Image, Note, or URL.

Document Type

When adding an attachment, it is possible to choose from All Types, Original, Copy, Pro Forma, or Pro Forma Copy, to determine to which type of document you will attach your extra document(s).

Note

You will need to upload the document you wish to go along with your report printout.

1. Navigate to the customer or vendor report and attach the documents using the little clip icon in Finance and Operations.

2. Upload your document.

Attachments can also be configured directly and automatically from the attachment form.

Choose the desired report, ensure the table used for the attachment is included in the report within the Query wizard, and then click OK.

The configured settings will be displayed in the following form:

The following is displayed in case no additional report can be configured for the attachment(s), such as if all reports with the required table have already been configured.

Pay attention to the source (table) mentioned in the info box as this is required within the report’s Query wizard to have the report as part of the lookup.

Destinations

In Lasernet Essentials, Destinations are only available from the workspace and not from the Preview. This feature provides the option to configure predefined destinations for a report.

Destinations can be defined for Printer, Email, and Screen.

The predefined destinations are used within the printer dialog. It is also possible to define a Fallback destination used in case no predefined destinations are found.

Both standard destinations and destinations configured for Lasernet are shown if a user has one of the following roles:

• System Administrator

• Lasernet Administrator

• Lasernet Advanced User

Only Lasernet destinations are shown in case a user has the Lasernet User role.

Resend

The Resend option from the Edit dropdown menu is useful for regenerating the output, such as if additional data has been added. The system will always use a single entry within the Lasernet Archive as the source for the resend.

The Resend feature is available both in the workspace and in the report Preview.

Workspace

Preview

The option to Resend is not available for Proforma reports, even within the workspace, if no single entry exists for the report within the Lasernet Archive.

Additionally, the Print option is disabled for Proforma reports. This feature is available only for non-Proforma versions.

All Edit options, apart from Destinations, are located in both the Preview and within the workspace.

Destinations are only accessible from the workspace in the Edit dropdown menu.

You can access these options from the Preview unless they have been disabled within the Lasernet parameters.