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
Document Creator Translations - CRONUS.zip	A ZIP file 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
- Pro Forma Invoice
- Picklist
- Work Order
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.
Assign the permission set to the appropriate users.
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.

Import Translations TemplateLink

To import the translations for the report templates, please follow these steps:

Open the Document Creator Translations page.
Invoke the Import Translations action.
Select the Document Creator Translations - CRONUS.zip file, and wait for the import to complete.
The template translations have now been imported.