Templates

Document Creator provides a set of templates for reports, layouts and translations which can be downloaded from the Downloads page on our website.

The Document Creator Templates package includes the following files:

Filename Description
DCR_Translations.rapidstart A RapidStart configuration package with report label translations for the W1-based report templates for language codes DEU, ENG, ENU, FRA, NLD.
Document Creator W1 Templates.Source.zip A ZIP file containing the source code of the Document Creator W1 Templates extension.
LayoutPackage_W1.dcr A Document Creator Layout Package for the reports in the Document Creator W1 Templates extension.
Apportunix_Document Creator W1 Templates.app The Document Creator W1 Templates extension.

Info

The Document Creator W1 Templates extension includes reports for the following documents:

  • Sales
    • Quote
    • Order Confirmation
    • Invoice
    • Credit Memo
    • Shipment
    • Return Order
    • Return Receipt
    • Draft Invoice
  • Purchase
    • Quote
    • Order
    • Invoice
    • Credit Memo
    • Receipt
    • Return Order
    • Return Shipment
  • Reminder
  • Service
    • Quote
    • Order
    • Invoice
    • Credit Memo
    • Shipment
    • Pro Forma Invoice (Posted Shipment)
    • Draft Invoice
    • Picklist
    • Contract
    • Service Item Worksheet

W1 Templates InstallationLink

To install the W1 Template reports and corresponding layouts, please follow these steps:

Info

For on-premise environments, you can use the Admin PowerShell cmdlets to publish the app in case External Deployment is not enabled.

  1. On the Home Page, select the Setup & Extensions dropdown
  2. Select Extensions, this will open the Extension Management page.
  3. Invoke the Manage > Upload Extensions action, this will open the Upload and Deploy Extension page.
  4. Select the Apportunix_Document Creator W1 Templates_<version>.app file via the AssistEdit-button of the Select .app file field.
  5. Enable the Accept toggle.

  6. Select Deploy.

    Upload-W1-Templates

  7. Wait for the extension to be deployed. A message should show up to inform you that the extension deployment is in progress.

    Upload-W1-Templates-InProgress

  8. Once the deployment has finished, the Document Creator W1 Templates extension will show up in the Extension Management page. If a previous version was installed, you will see the previous version has been uninstalled and the new version is now installed.

    Upload-W1-Templates-Installed

  9. Use the Tell Me search feature to search for and open up the Custom Report Layouts page.

  10. Invoke the Document Creator > Import Layout Package... action and select the LayoutPackage_W1.dcr file to import the layouts. See Layout Packages.

    Layout-Package-Actions

  11. Select the newly imported layouts and use the Fast Report Layout Selections... action to configure the layout selections for the reports. See Fast Report Layout Selection Action.

    Fast-Report-Layout-Selection-Action

  12. To have the W1 Template reports used when your documents are printed, you need to configure Report Selections for each document type. You can configure report selections in the Report Selection - * pages in Dynamics 365 Business Central.

    Example

    To set up report 72102 Sales - Invoice to be used when a Posted Sales Invoice is printed, search and open the Report Selection - Sales page, choose Usage = Invoice and select this report in the Report ID field of the record.

    Report-Selection-Sales-Invoice

Translation Package InstallationLink

To import the template translation package, please follow these steps:

  1. Use the Tell Me search feature to search and open the Configuration Packages page

  2. On the page, invoke the Process > Import Package... action and select the DCR_Translations.rapidstart file.

    RapidStart-Import-Package

  3. Wait for the package to be imported.

  4. On the page, invoke the Process > Apply Package action and confirm.

    RapidStart-Apply-Package

  5. Wait while the package is being applied. You should receive a message that the records are inserted/modified without errors.

  6. Open the Document Creator Translations page. Here you can verify that the translations from the package are now indeed added.