Print Management

Updated on 07 Nov 2024
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When working with and generating Replacement reports, we use the SSRS endpoint and generate a Replacement. Because we are using the SSRS endpoint, we need to configure the SSRS report.

In Dynamics (Lasernet FO Connector and AX), all SSRS reports that need to be generated must be configured in Print management in their respective modules.

The process of a Microsoft ® production database copy deletes the Print Management configuration by default to minimize the chance of sending documents out in test environments. This results in having to configure these settings frequently in a project.

Configuration

To configure Print Management, follow these steps:

Navigate to Accounts receivable > Setup > Forms > Form setup.
In the General tab, click the Print management button and right-click Sales quotation.
Select New.

The report is now printing to the destination Default:

Default means that the report is not running in a batch, and the user can decide where it should be printed. If the report should run in a batch, the settings should be changed to Lasernet - predefined destinations, and the configuration in Lasernet destinations will determine where the report will go.

The SSRS report for the Sales quotation is now activated, and the error will no longer occur.

Print Management Matrix

The following is a matrix showing where to find Print Management for the more frequently used SSRS reports in Dynamics:

Module	Path to Print Management settings form	Document types	SSRS report name
Accounts payable	Accounts payable > Setup > Forms > Form setup > General tab > Print management button	Payment advice	BankPaymAdviceVendV2
		Purchase advance invoice	VendAdvanceInvoice
		Purchase agreement confirmation	AgreementConfirmation
		Purchase order	Purchase order
		Purchase order product receipt	PurchPackingSlip
		Purchase order purchase inquiry	PurchPurchaseOrder
		Purchase order receipts list	PurchReceiptsList
		Request for quotation	RFQSend
		Request for quotation - accept	RFQSend
		Request for quotation - reject	RFQSend
		Request for quotation - return	RFQSend
		Vendor invoice	VendInvoiceDocument
Accounts receivable	Accounts receivable > Setup > Forms > Form setup > General tab > Print management button Note The form shows documents for Accounts receivable and Inventory management modules.	Collection letter note	CustCollectionJour
		Customer account statement	CustAccountStatementExt
		Customer invoice	SalesInvoice
		Free text invoice	FreeTextInvoice
		Interest note	CustInterestNote
		Payment advice	BankPaymAdvicCustV2
		Sales advance invoice	CustAdvanceInvoice
		Sales agreement confirmation	AgreementConfirmation
		Sales order confirmation	SalesConfirm
		Sales order packing slip	SalesPackingSlip
		Sales quotation	SalesQuotation
		Sales quotation confirmation	SalesQuotationConfirmation
		Picking list (from Inventory management module)	WMSPickingList_OrderPick
Inventory management	Inventory management > Setup > Inventory and warehouse management parameters > Print management tab > Print management tab	Picking list	WMSPickingList_OrderPick
Procurement and sourcing	Procurement and sourcing > Setup > Forms > Form setup > General tab > Print and management button Note This is the same as for Accounts payable.	Payment advice	BankPaymAdviceVendV2
		Purchase advance invoice	VendAdvanceInvoice
		Purchase agreement confirmation	AgreementConfirmation
		Purchase order	PurchPurchaseOrder
		Purchase order product receipt	PurchPackingSlip
		Purchase order purchase inquiry	PurchReceiptsList
		Request for quotation	RFQSend
		Request for quotation - accept	RFQSend
		Request for quotation - reject	RFQSend
		Request for quotation - return	RFQSend
		Vendor invoice	VendInvoiceDocument
Project management and accounting	Project management and accounting > Setup > Forms > Form setup > General tab > Print and management button	Customer retention release	PSACustRetentionReleaseInvoice
		Project invoice with billing rules	PSAContractLineInvoice
		Project invoice without billing rules	PSAProjInvoice
		Project quotation	PSAQuotations
		User-defined project invoice	PSAManageInvoice
Transportation management	Transportation management > Setup > Transportation management parameters > Print management tab > Print and management button	Certificate of origin	TMSCertificateOfOrigin
		Commercial invoice	TMSCommercialInvoice
		Load tender	TMSLoadTender
		Route	TMSRoute
Warehouse management	Warehouse management > Setup > Warehouse management parameters > Print management tab > Print management button	Bill of lading	WHSBillOfLading
		Container contents	WHSContainerContents
		Load list	WHSLoadList
		Production pick list	WHSPickListProduction
		Shipping pick list for load	WHSPickListShipping
		Shipping pick list for shipment	WHSPickListShipping
		Shipping pick list for wave	WHSPickListShipping

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