Dynamics 365 Finance and Supply Chain Management …
Transcript of Dynamics 365 Finance and Supply Chain Management …
Dynamics 365 Finance and Supply Chain Management TechTalk: What's New in the April 2020 Release for Configurable Business Documents (EVT375PAL2)Mikhail Filatov
Principal Engineering Lead, Microsoft
Nikolay Selin
Senior Program Manager, Microsoft
Contents ## Overview of Configurable Business Documents
## Overview of new features in April 2020 Release
## Choice of document options
## Available templates
## Demo: New Document UX and integration with Global Repo
## Demo: Phyllis sends an invoice as PDF attachment
## Demo: Phyllis prints out an invoice
## Demo: Phyllis uploads a template
## Resources
## Q&A
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Global Repo
Business Document Management workspace
Electronic reporting
ER Destinations
Phyllis
Simon
Configuration designers
Versions
Office or PDF format
Overview of new features in April 2020 Release
New UX
The Business
document Management
workspace shows only the
templates that are available for
the current provider.
The New document button lets
users create and edit a template
in an Electronic reporting (ER)
format configuration that is
provided by another provider, e.g.
Microsoft.
Conversion to PDF (Public
preview)
This feature allows
conversion for any
business document
generated in Excel or
Word via a new
setting, Convert to PDF,
in Electronic reporting
destination setup for a
given report.
© Microsoft Corporation Dynamics 365
Direct Printing support (Public
Preview)
This feature lets you select printer
destinations for electronic reporting
destinations of Word, Excel, and
PDF-based configurations. This
setup is then used to send PDF
documents (either converted from
Word or Excel, or documents that
were generated in PDF format) to
the Document Routing Agent (DRA).
Overview of new features in April 2020 Release (continue)
Enhanced filtering options for finding
configurations in the Global repository
You can apply filters, either individually or in
groups, to find specific or related
configurations. For example, to find all
configurable business documents related to
vendor invoices, you can apply the 'Business
document type' filter.
You can further refine a search by selecting the
country code and clicking Apply filter.
Template upload for re-using existing layouts
of business documents
You can create a new template of a business
document based on an externally prepared
Excel workbook or Word document. For
example, you can pick up an invoice form that
is provided by your customer, upload it to your
Finance application and specify for what kind
of invoices you would like to use it.
The most relevant ER data model will be
automatically suggested as a data source
using to fill in your template at runtime. You
can further refine your template and bind its
fields with the fields of the selected data
model by using the Configurable business
documents capabilities.
© Microsoft Corporation Dynamics 365
Available templatesModule Report name Country
AP Purchase agreement confirmation SYS
AP Purchase order packing slip SYS
AP Purchase order packing slip CZ
AP Purchase order SYS
AP Purchase order CZ
AP Purchase order HU
AP Purchase order purchase inquiry SYS
AP Purchase order purchase inquiry CZ
AP Purchase order purchase inquiry HU
AP Purchase advance invoice SYS
AP Vendor invoice document SYS
AP Vendor invoice document LT
AP Vendor invoice document LV
AP Vendor invoice document CZ
AP Vendor invoice document HU
AP Vendor invoice document MY
AP Vendor Invoice (IN) IN
AP Payment advice SYS
AP Request for quotation SYS
AP Request for quotation (Accept) SYS
AP Request for quotation (Reject) SYS
AP Request for quotation (Return) SYS
AR Sales order confirmation SYS
AR Sales order confirmation CZ
AR Sales order confirmation HU
AR Sales invoice SYS
AR Sales invoice EE
AR Sales invoice LT
AR Sales invoice HU
AR Sales invoice LV
AR Sales invoice CZ
AR Sales invoice PL
AR Sales invoice TH
AR Sales invoice FR
AR Sales invoice IN
Module Report name Country
AR Sales order packing slip SYS
AR Sales order packing slip CZ
AR Sales order packing slip LT
AR Sales order packing slip PL
AR Sales quotation SYS
AR Sales quotation CZ
AR Sales quotation HU
AR Sales quotation confirmation SYS
AR Sales advance invoice SYS
AR Sales advance invoice PL
AR Customer interest note SYS
AR Collection letter note SYS
AR Collection letter note CN
AR Cust account statement, Ext SYS
AR Cust account statement, Ext CN
AR Cust account statement, France FR
AR Free text invoice SYS
AR Free text invoice EE
AR Free text invoice LT
AR Free text invoice HU
AR Free text invoice LV
AR Free text invoice CZ
AR Free text invoice PL
AR Free text invoice TH
AR Free text invoice FR
AR Customer payment advice SYS
AR Agreement confirmation SYS
AR Customer Debit and Credit Note SYS
Proj Project invoice SYS
Proj Project invoice AE
Proj Project invoice JP
Proj Project invoice PL
Proj Project invoice HU
Proj Project invoice CZ
Proj Project invoice LT
Module Report name Country
Proj Project invoice Full_MY
Proj Project invoice Simplified_MY
Proj Project invoice TH
Proj Project manage invoice SYS
Proj Project manage invoice PL
Proj Project manage invoice HU
Proj Project manage invoice JP
Proj Project manage invoice LT
Proj Project manage invoice CZ
Proj Project customer retention release SYS
Proj Project customer retention release PL
Proj Project customer retention release HU
Proj Project customer retention release LT
Proj Project customer retention release CZ
Proj Project customer retention release TH
Proj Project quotation SYSProj Project invoice with billing rules SYSProj Project invoice with billing rules CZProj Project invoice with billing rules HUProj Project invoice with billing rules LTProj Project invoice with billing rules PLTMS Certificate of origin SYSTMS Load tender SYSTMS Route SYSTMS TMS Commercial Invoice SYS
WHS Bill of lading SYSWHS Container contents SYSWHS Load list SYS
WHS Picking list SYS
WHS Picking list CZWHS Production pick list SYSWMS Shipping pick list for load SYSWMS Shipping pick list for shipment SYSWMS Shipping pick list for wave SYS
Demo
Phyllis sends an invoice as PDF attachment
Phyllis prints out an invoice
Phyllis uploads a template
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https:\\aka.ms\businessdocumentmanagement
Electronic reporting overview
Download Electronic reporting configurations from Lifecycle Services
Manage the Electronic reporting configuration lifecycle
Formula designer in Electronic Reporting
Extending the list of Electronic reporting functions
Electronic reporting destinations
Use an Electronic reporting configuration to provide Power BI with data from Dynamics 365 for Operations