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Dynamics AX 2012 Reporting: How to specify new design for Sales order confirmation

Dynamics AX 2012 Reporting: How to specify new design for Sales order confirmation

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Sales order confirmation report is one of the special reports which are manage by print management. When we create new design in Visual Studio for out Sales order confirmation report and we want to use it it is not enough to change the code. Even those we will change the code in class AOT\Class\SalesConfirmationController method main from:

controller.initArgs(_args,ssrsReportStr(SalesConfirm,Report)

to

controller.initArgs(_args,ssrsReportStr(SalesConfirm,Report_NewDesign)

that will not be picked up and sales confirmation will be still printed in old design.

To change the design you need to:

If you go to

Account receivable > Setup > Forms > Form setup

Click on button Print management

You will see that by default report format is set up to: SalesConfirm.Report

If you want to use every time your new design then you can select for Report format your desire design.

 

If your desire format does not appear in drop down list you will need to edit method populate of table PrintMgmtReportFormat http://msdn.microsoft.com/en-us/library/printmgmtreportformat.populate.aspx

 

You can do it in following way:

// Add additional custom report formats here..

// Here is an example:

addOther(PrintMgmtDocumentType::SalesOrderConfirmation, 'SalesConfirm.Report_NewDesignA', 'SalesConfirm.Report_NewDesignA', #NoCountryRegionId);

 

then when you open again Print management form the report name will be available in drop down.

If you want to use the design only in some cases then you can use procedure describe here: http://technet.microsoft.com/en-us/library/dd309660.aspx (section: Specify conditional settings for an original or copy record)

To learn more about print management

http://technet.microsoft.com/en-us/library/dd309615.aspx

http://technet.microsoft.com/en-us/library/dd309745.aspx

 

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