Default Report Copies (v6.0)

Modified on Tue, 14 Nov 2023 at 07:24 AM

 

 

Default Report Copies


 

Purpose of this document

 

Food Banks have requested the ability to define a default number of copies to print for specific commonly printed reports. To meet this request, a No of Copies field was added to the Report Selection Table.

 

Ceres Object release 6.00.09 is required for the functionality described in this document.


 

TABLE OF CONTENTS


 

 

 

Overview

 

Food Banks have requested the ability to define a default number of copies to print for specific commonly printed reports. To meet this request, a No of Copies field was added to the Report Selection Table.

 

The reports that are supported include:

 

Usage

Report Id

Report Name

D. Inv. 

14012269

Posted Donor Invoice

D.Order

14012256

Donation Receipt

D.Rcpt.

14012268

Posted Donation Receipt

P. Arch. Return Order

418

Arch.Purch. Return Order

P.Arch. Order

416

Archived Purchase Order

P.Arch. Quote

415

Archived Purchase Quote

P.Blanket

10119

Purchase Blanket Order

P.Cr.Memo

10120

Purchase Credit Memo

P.Invoice

10121

Purchase Invoice

P.Order

10122

Purchase Order

P.Quote

10124

Purchase Receipt

P.Receipt

10124

Purchase Receipt

P.Ret.Shpt.

10127

Return Shipment

P.Return

6641

Return Order

S. Arch. Return Order

418

Arch. Sales Return Order

S.Arch. Order

216

Archived Agency Order

S.Arch. Quote

215

Archived Agency Quote

S.Blanket

10069

Sales Blanket Order

S.Cr.Memo

10073

Agency Credit Memo

S.Cr.Memo

14012523

Agency Credit Memo

S.Invoice

10074

Agency Invoice

S.Invoice

14012524

Agency Invoice

S.Invoice

14012533

Agency Invoice w/ Grant Det.

S.Invoice

14012534

Agency Order w/ Grant Det.

S.Order

10075

Agency Order

S.Order

14012273

Agency Order

S.Order

14012525

Ceres Agency Order

S.Ret.Rcpt.

10082

Return Receipt

S.Return

10081

Return Authorization

S.Shipment

10077

Agency Shipment

S.Shipment

14012280

Agency Shipment Order


Report Selections

 

  1. Report Selections can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Report Selection” in “Tell me what you want to do” then selecting “Report Selection” from the results in the Go to Pages and Tasks section OR by selecting the “Report Selection” menu action (if present) from your Role Center home page. Select the Report Selection you want to update, such as Distributions for Agency related documents or Donor for Donation related documents.


   

  1. From the Edit – Report Selection Page, click on the down arrow to the right of the Usage field and select which report (document) you would like to update. In the below Report Selection – Sales (Distributions) screenshot, shot, Invoice was selected from the drop-down list.

  

  1. In the No. of Copies field, input the default number of report copies you would like to print. Keep in mind that one original will print in addition to the No. of Copies specified. In the below example, 3 Agency Invoices will be printed. Thus, if you only want a total of three Agency Invoices to print, input 2 in the No. of Copies field.

 

  

  1. Repeat steps 1 – 3 above for each report you want to define a default number of copies.

 

  1. To test, print the report for each Report Selection you updated. Confirm that the correct number of copies printed based on the setup. In the above example, go to a Posted Agency Invoice and select Print and confirm that three Agency Invoices are printed.

 

  1. When printing reports, you can override the report selection number of copies by inputting a non-zero amount in the No. of Copies field on the Options FastTab of the report request screen. In the below example, 2 Agency Invoices will print; one original plus the 1 copy specified here; the 2 copies from the default setup above are ignored because it has been overridden on the request page.

 

Note: In all cases after determining the number of copies based on the report selection or the value entered on the Invoice Request Page, any value entered on the agency page itself will be in addition to those copies. The invoice number of copies at the agency level can be useful when under normal circumstances you need only one copy for most agencies (set the report selection default copies to 1) and you have a few agencies that require an additional copy. For those agencies you can specify 1 invoice copy on the agency page.

 



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