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Using the Print List Output Type

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.

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.

See also