Selecting a report configuration for document generation

The report selection is the starting point for the integration of the dox42 documents into Business Central. From here, you define which reports Business Central should create or print or send via e-mail. Selecting a configured document stops the generation of a standard report and forwards the generation to the dox42 Online server.

Prerequisites

• You have the dox42 Administrator role in Business Central (to set the role, go to the cogwheel at the top right of Business Central, select the My settings menu and then the dox42 Administrator role).

• You have created a new output configuration (e.g. ReturnAction or Query String).

• You have related your document to this output configuration.

• You have created a template for this output configuration.

• You have created a document configuration.

• You have created a report option.

• You have created a report configuration.

Steps

1. In the Actions section, open the Setup dropdown menu, select Report Selections and then the report category that matches your needs. In our example, it is the Sales category for invoices.

   

   The Report Selection - Sales dialog opens.

2. Select a corresponding entry from the Usage dropdown menu. In our example, it is Invoice.

   

3. From the dropdown menu in the dox42 Report Configuration column, select the report configuration that you previously created.

   

4. Use the arrow button at the top to exit the dialog.

Result

You have defined which configuration Business Central should use for report generation. This way, you have replaced the default print PDF feature with a generate document feature.

Next step

Generate a dox42-configured document via the print PDF button.