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Setting up Custom Report Layouts

In Microsoft Business Central Version 18 Microsoft added the document layout feature on the customer and vendor level. These custom layouts can be used when printing/sending the report. The document layout is usually a differently structured version of the document.

Use Report Layouts for the DMS Double Printing

The following steps need to be completed to set up the usage of the custom report layouts defined in the master data for Double Printing.

  1. Navigate through the DMS by Simova - Administrator role.
  2. Navigate to the Mappings in the ribbon bar or search DMS Mapping List via the BC Search.
  3. Select the Mapping that you want to configure.
  4. Move to the Field Mapping section of the page.
  5. Select the field of the primary key of the master data (Usally Customer or the Vendor).
  6. Enter The Value Customer or Vendor in the Field "Use Report Layout from" based on the configured mapping.
  7. The Report layouts will now be used from the Customer/Vendor No. that is defined in the Source Entry.

Info

  • It is not possible to set both standard values (customer/vendor) in the field mapping.
  • In case an own table/master data value is used and needed as an option in the field "Use Report Layout from, please go to Setting Up a Custom Document Layout Table.

When printing the report, only the printed layout is archived in the DMS. When posting/converting a document, all configured document layouts behind the respective master data (Usally Customer or Vendor) are archived in the DMS.

See also