Archiving documents on SharePoint

You can archive reports to your SharePoint.

Note

• There is no difference between archiving reports based on “D365 FSCM entity” and “normal” reports based on “D365 FSCM report”. Everything is available at the Data entities setup.

• Not available: show data entity report on screen and archive it on SharePoint. It is only possible to archive it or show it on the screen.

Steps

1. Determine library and folder path on SharePoint:

   1. Go to the Sharepoint folder where the report should be saved and copy the link.

      Example: https://company.sharepoint.com/SPlayground/dox42%20Sharepoint%20Archiving%20V1810DemoSF1Eins

   2. In D365 FSCM go to System administration > Setup > dox42 > dox42 SharePoint sites.

      

      The dox42 Sharepoint sites page opens.

   3. Select the New button.

   4. In the Site URL text field enter the URL.
      Example: https://company.sharepoint.com/SPlayground/

   5. In the Library text field enter the Library name.
      Example: dox42%20Sharepoint%20Archiving%20V1810DemoSF1Eins

      Important

      You may not use a - in the Library name

   6. In the Check-in message text field enter a text.

   7. Set the SharePoint online button to Yes.

   8. From the Authentication mode dropdown select the Inherit entry.

      

   9. Select the Save button.

2. Go to System administration > Setup >  dox42 > dox42 parameters.

3. In the SSRS reports tab select the desired report and then the SharePoint mapping button.
   The SHAREPOINT MAPPING page opens.

   

4. Select Add button to add the columns which should be filled on the SharePoint.
   The column Name on SharePoint will be automatically filled, but for example the column InvoiceID has to be inserted here in the SharePoint mapping.

5. Enter the name of the new column.
   Example: InvoiceID

6. Enter a value.
   If the column InvoiceID on Sharepoint should be filled, the value is: <%SalesInvoiceLines.InvoiceId%>
   

   Note

   SalesInvoiceLines is the table in which the InvoiceId is stored. The name of the table as well as the name of the field can be looked up in the data map of the report.

7. Select Save to save the SharePoint mapping.

8. Go to System administration > Setup >  dox42 > dox42 parameters.

9. In the SSRS reports tab enter the needed values into the fields:

   1. SharePoint site code: contains the location as well as the library of SharePoint.

   2. SharePoint folder name: defines in which folder, on SharePoint, the report should be saved.

   3. SharePoint mapping code: contains the information how the columns on SharePoint are filled.

   4. SharePoint file name: contains the name you want to give to the report file.

      

   5. You can to set up the file name mixing a hard-coded text with the fields from the data provider using placeholders (e.g. <%YourDataSourceName.YourFieldName%>). An example of how the dynamic name of a SharePoint file name can look like:

10. To set up the printer management for SharePoint:

    1. Select the desired report and select the Archive setup button.
       

    2. Select New.

    3. Enter the path of the template in the Template name field.

    4. Select the Printer setup button.
       

    5. In the Print medium dropdown select the SharePoint entry.

    6. Enter a value in the Site code text field.
       

    7. Enter a value in the File name text field y to give the files a dynamic name (e.g. the InvoiceID).
       
       

11. Go to Archive setup.

12. Set the value of Archiving enabled to yes in the “Archive setup”.
    

Result

The setup for the archiving on Sharepoint is finished. If a sales invoice is printed it will automatically be archived on SharePoint.

Note

If side code and report setup have different folders, D365 FSCM chooses the folder from report setup