Predefined Destinations

Predefined Destinations is an option available on the Laserner Request page to control destinations - including file formats like EDI, Excel, and Word documents - on the Customer or Vendor Card.

When a user selects Predefined Destinations on the request page, Lasernet will check the Customer or Vendor Card to see if anything has been defined for this document type. A destination can be defined as an email, FTP, SharePoint site etc. Moreover, you can also specify the type of format you wish the customer or vendor to receive.

Predefined Destinations can also be used from Job Queue (for example, a process can be set up so that invoices are distributed every night). When selecting Predefined Destinations in Job Queue, Lasernet will process every invoice and check the destinations that have been defined on the Customer Card. On the Customer Card, you can specify multiple destinations and Lasernet will process each one of them as a single job. That means you can distribute a single invoice in different ways and formats.

Example

A customer wants to receive a CSV file on an FTP and, at the same time, receive an email with the invoice as a PDF. Both documents are then saved in the archive and can be viewed and sent again.

To view the Predefined Destinations page, follow these steps:

1. Sign in to Dynamics 365 Business Central and select the Lasernet Document Management dropdown from the list. Otherwise, you can search for the Lasernet Document Management page.

2. Select Predefined Destinations from the Setup group.

The Predefined Destinations page is displayed:

It is preferable to control Predefined Destination from the Customer or Vendor Card. For more information, see the Customer/Vendor Card Setup section of this guide.

All destinations are also added to the Lasernet Archive, including other file types like EDI, Word, Excel, etc. Users can then view both the PDF and the file.

The following is an example of how to set up a Custom Port for a specific customer.

1. Navigate to the Customer Card and locate the Lasernet section.

2. In the Destinations tab, locate the first record and select the report you want to add a destination from the Document Type drop-down list. In our example, we are using the Sales Order.

3. Select Custom Port from the Print Method drop-down list.

4. Select a custom port from the Selected Destination dropdown list. In our example, we use FTPFP.

5. Activate the Destination when you are ready to test.

6. You can now print a Sales Order. Ensure that you choose Predefined Destinations from the Lasernet Option dropdown menu.