Templates
Document Creator provides a set of templates for reports, layouts and translations which can be accessed through the Download link 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
- Blanket Order
- Draft Invoice
- Picklist
- Purchase
- Quote
- Order
- Invoice
- Credit Memo
- Receipt
- Return Order
- Return Shipment
- Blanket Order
- Reminder / Finance Charge
- Reminder
- Issued Finance Charge Memo
- Transfer
- Order
- Receipt
- Shipment
- Service
- Quote
- Order
- Invoice
- Credit Memo
- Shipment
- Pro Forma Invoice (Posted Shipment)
- Draft Invoice
- Picklist
- Contract
- Service Item Worksheet
- Assembly
- Order
- Posted Order
- Warehouse
- Shipment
- Posted Shipment
- Receipt
- Posted Receipt
- Pick List
- Inventory Pick List
- Movement List
- Inventory Movement List
- Put-Away List
- Inventory Put-Away List
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.
- On the Home Page, select the Setup & Extensions dropdown
- Select Extensions, this will open the Extension Management page.
- Invoke the Manage > Upload Extensions action, this will open the Upload and Deploy Extension page.
- Select the
Apportunix_Document Creator W1 Templates_<version>.app
file via the AssistEdit-button of the Select .app file field. - Enable the Accept toggle.
-
Select Deploy.
-
Wait for the extension to be deployed. A message should show up to inform you that the extension deployment is in progress.
-
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.
-
Use the Tell Me search feature to search for and open up the Custom Report Layouts page.
-
Invoke the Document Creator > Import Layout Package... action and select the
LayoutPackage_W1.dcr
file to import the layouts. See Layout Packages. -
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.
-
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.
Translation Package InstallationLink
To import the template translation package, please follow these steps:
- Use the Tell Me search feature to search and open the Configuration Packages page
-
On the page, invoke the Process > Import Package... action and select the
DCR_Translations.rapidstart
file. -
Wait for the package to be imported.
-
On the page, invoke the Process > Apply Package action and confirm.
-
Wait while the package is being applied. You should receive a message that the records are inserted/modified without errors.
- Open the Document Creator Translations page. Here you can verify that the translations from the package are now indeed added.