iDynamics Printing Documents adds new formats to the ones created for Microsoft Dynamics 365 Business Central. These enable you to print sales quotes, sales orders, sales shipments, invoices, sales credits, purchase orders and purchase order returns, and they include several design improvements over those included in the standard version. This extension also adds the option to print proforma invoices from sales quotes.
This section of the user guide is meant to provide support to partners and customers who wish to customize the app. It provides an overview of what is included in the app, and some of the most common customizations.
Here you will find an overview of how the iDynamics Printing Documents deployed objects are structured to make their customization easier.
If you have any doubts or questions regarding a specific customization, please get in touch with us through our support portal.
Modifications of Standard Tables
The Company Information table now includes fields to configure the layout of the reports: specifically, colors and trade register information.
The Type of Payment table now has two more fields to be able to indicate the type of payment (bank transfer or direct debit) and the company's bank details to be able to obtain the IBAN that appears in various reports. Check the setup section to find a more detailed explanation of these two fields: Setup / Payments by Bank Transfer or Direct Debit.
In all cases, the added fields are easy to locate using the prefix IDPPDC.
In alphabetical order, here is a description of the tables that our app adds to Business Central.
- IDPPDC Ext. Print Text Header. This is to configure the headers of the extended report texts. Here are indicated the documents in which you want to add a specific text (or texts) : type of printing document, language, effective dates.
- Extra Print Text Line. This is used to configure the lines of the extended report texts. The lines include the actual print text and there can be several for the same header.
- IDPPDC Printing Documents Setup. General app setup. This is where you define which texts you wish to automatically substitute for the iDynamics Printing Documents reports (instead of the Business Central ones).
The app publishes several events which are aimed to facilitate its customization. Specifically:
- In the standard page Sales Quote there is an additional action to be able to print the proforma invoice, and this action adds an event, "OnBeforePrintProformaEvent", just before printing it in case you wish to substitute the proforma report.
If you need any additional event, or have doubts or questions about any type of customization, please get in touch with us through our support portal.
We recommend not personalizing the printing document reports themselves. If a customer requires adjustments or customizations, we recommend creating a copy of the report you want to customize, and then applying the customizations to this copy. To do this, you can ask for a copy of the report through our support portal.