Quick Send and Document Share publish in a different report format than you expect in Microsoft Dynamics SL

Symptoms

Consider the following scenario in Microsoft Dynamics SL. You set up the Quick Send feature to send reports through email, or you set up the Document Share feature to publish reports to a Microsoft SharePoint site. When you do this, you notice that Quick Send or Document Share uses a different format of the report than you expect.

Cause

The report format that you expect to be sent is not the report format that Quick Send or Document Share is designed to send.   Quick Send and Document Share use the same specific report format regardless of the format selected in the Report Format field in the Report Options Interpreter (ROI) screen.

More Information

Notes

  • Electronic Document Delivery (EDD) was renamed as "Quick Send" in Microsoft Dynamics SL 7.0 Feature Pack 1 (FP1) and later versions.

  • Document Share ("Doc Share") is available in Microsoft Dynamics 7.0 Feature Pack 1 (FP1) and later versions.

If you want to change the format of the report that is sent, replace the default value in the specified row of the Report Control Maintenance (98.300.00) screen with the format name that you want to use. To do this, follow these steps:

  1. Log on to Microsoft Dynamics SL as the SYSADMIN user or as a user who has permissions for the Report Control Maintenance (98.300.00) screen.

  2. In the navigation pane, click Administration.

  3. In the System Manager pane, under Maintenance, click Report Control Maintenance.

  4. In the Report Number box, type the report number that is listed in the following table.

    The Position in Report Control Maintenance column in the following table indicates which row contains the report format that will be sent. If you want to change the format of the report that is sent, replace the default value in the specified row with the format name that you want to use. 

    For example, the default value in the second row of the Accounts Receivable Invoice/Memo Forms is 08760PP. This is the format that Quick Send and Document Share will use unless you specify a different format in that row on the Report Control Maintenance (98.300.00) screen.

 

Module

Report name

Report Number

Position in
Report Control Maintenance

 Accounts Receivable

Invoice/Memo Forms

08760

 2

Accounts Receivable

Statements

08600

 3

Order Management

Invoice

40680

 1

Order Management

Order Confirmation

40610

 1

Order Management

Manual Orders

40744

 1

Order Management

Shipping Notice

40654

 1

Flexible Billings

Project Invoice

BI010

 1

Flexible Billings

Construction Billing Invoice

BI450

 1

Purchasing

Purchase Orders

04600

 1

Service Dispatch

Service Call Invoice

SD640

 1

Service Contracts

Service Contract Invoice

SN640

 1

Payroll/Direct Deposit

Direct Deposit Advice Slips

02635

 7

solomon crystal fax custom rpt email e mail e-mail share point share-point 975080

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