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Setting up Output Type Print List

The Print List output type allows users to add documents (e.g., Posted Sales Invoices) to a centralized list and download them as a merged PDF file for simplified batch printing. This documentation explains how to configure and use the Print List output type.

Create a Print List Dispatch Profile

The following steps need to be completed to set up a Dispatch Profile using the Print List output type.

  1. Start in the Document Dispatch - Administrator role.
  2. Open Dispatch Profiles from the Setup menu in the ribbon bar.
  3. Press New to create a new Dispatch Profile.
  4. Enter a name in the Code field, select Print List as the Output Type, and choose the relevant Table (e.g., 112 for Sales Invoice Header).
  5. Apply the tab settings you want to use using the checkboxes beside them.

Checkbox Options for Output Type Print List

Checkbox Description
Enable Document Dispatch Factbox Sending Enables the sending via the Document Dispatch Factbox and activates the Factbox itself. If you do not require this functionality, disable this option.
Enable Automatic Sending Enables automatic sending of the Dispatch Profile. If enabled, converting or posting the respective Business Central document will trigger the sending process. This feature is only available for standard sales and purchase processes.
Process Via Job Queue Specifies whether document creation should be processed via the job queue. This option enhances performance by handling document creation in the background rather than during document conversion.
Use Dynamic Setup Enables the dynamic setup, which utilizes dynamic business partner mappings to identify the recipient and their email address. More details can be found in the Dispatch Profile Configuration section.
Check for Unsend Entries Enables the Dispatch Profile for sending Unsend Dispatch Entries on the Unsend Dispatch Entries page. If it is not active the Profile will not be considered.
Create Unsend Entries Enables the creation for Unsent Dispatch Entries for the table of the Dispatch Profile if no valid Profile is found during the posting process.
Default Language Code Specifies the default language code used for identifying the language.
Page Specifies the page linked to the selected table. This page is used in the Document Dispatch Queue, allowing users to open the business partner record directly from the queue entry.

Create a Print List Dispatch Profile Attachment

  1. While still in the Document Dispatch - Administrator role, navigate to Dispatch Profiles.
  2. Select the Dispatch Profile with the output type Print List.
  3. Add a new line under Dispatch Profile Attachment and choose Report as the type.
  4. Enter the report ID you wish to use (e.g., 1306 for Sales - Invoice).
  5. Click on Options in the ribbon bar to configure additional report options.
  6. Define a File Caption and set the Report Output Type to PDF or PDF/A3.

Info

The Print List only supports reports configured for PDF or PDF/A3 output.

Add Entries to the Print List

Once a Print List Dispatch Profile is assigned to a business partner, entries can be added to the Print List.

  1. Navigate to a record (e.g., Posted Sales Invoice).
  2. Open the card or list page of the document.
  3. In the Document Dispatch Factbox, execute the Add to Print List action.
  4. The selected record will be added to the Document Dispatch Queue with a status specific to the Print List.

Access and Manage the Print List

To handle and process print entries:

  1. Open the Role Center.
  2. Search for the Print List in the search bar or click on the Print List Entries tile to see all records queued for printing.
  3. A list view will open, showing all entries with the Print List output type and pending status.
  4. Select one or more entries and trigger the Download/Merge action.

Note

All selected documents will be merged into a single PDF file, which can then be printed manually.

Info

The Print List Entries tile in the Role Center also acts as a cue, displaying the number of pending entries that have not yet been downloaded. This provides users with a quick overview of outstanding print tasks.

Considerations

  • Entries are automatically removed or updated after successful download.
  • Errors during PDF generation are handled gracefully with appropriate status updates.
  • Merged PDFs align with WebClient constraints and always initiate download via the browser.

Create a Dispatch Profile Attachment

After creating the Dispatch Profile, the next step is to configure an Attachment. There are different types of attachments available, such as:

Attachment Type Description
Report This type allows you to attach a predefined report from the system.
File This type allows you to attach a File.
Codeunit This type allows you to attach a Codeunit attachment.
Report/Codeunit --
Report Selection This type allows you to select a specific report.
Document Central for Dispatch This type allows you to attach documents from Document Central.

See also