Document branding – modern report designs

· by · in Business intelligence. ·

In AX the customer facing documents have always needed some modification in the implementation to get the formatting to look ok for presentation to a customer or vendor. The same is true for D365 but there is some optional reports that you can download called the modern report design templates. These new reports use some setup called document branding that you can find in organizational administration.

This gives you are few parameters like some extra logo options, coloring, additional notes. There are 14 reports that come in the download which are

Customer Statement

Free Text Invoice

Two Project Invoices

Project Quote

Purchase Packing Slip

Purchase Order

Purchase Receipt List

Sales Confirmation

Sales Invoice

Sales Packing Slip

Sales Quotation

Vendor Invoice

Each different document users some of the branding parameters as appropriate for that reports. It should also be noted that this is available from platform update 3.

Here is a quick overview.

D365FO 1611 – Update3 (7.0.4307.16141)

 

You can read more about it here

https://ax.help.dynamics.com/en/wiki/installing-the-modern-report-design-templates/

 

Cheers

Lachlan

5 responses to “Document branding – modern report designs”

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  4. Hi Lachlan, I cannot get this to work – the report simply doesn’t show up in the drop-down for Print management. I even tried adding it to the table referenced by the drop down, via the table browser, but got an error instead. I’m on Update 6. Are you sure this works?

    In any case the fact that it is not a viable update to “Trade documents”, but just a framework for us to build our own, is one of the biggest disappointments of the last couple of years…

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    • Hi Nicholas

      First question you will have to install the reports. I did a walk through of that so that might be what you are experiencing with not seeing the reports.

      Installing the modern reports pack

      On your second point it is both a framework and pre-modified reports. However as with all these reports customer always want something different so in that context these are still templates for starting with an implementation.

      Cheers
      Lachlan

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