Document Reporting
The term document reports is used for all output that is generated in the system from a document (for instance a shipment or a voyage). You can send the output to any party using the step functionality.
Examples of document reports delivered out of the box:
- Filecard
- Booking Acknowledgement
- Booking Confirmation
- Arrival Notice
- Invoice
Document reports in the freight forwarding module are build to be very flexible. In this section you will learn all about how to configure the right documents for the right shipments with Document Report Templates, how to use Report definitions to change the dataset of the report and how to modify the layout of the report, in Working with Word Layouts.
Document Report Template
Different shipments need specific documentation. With Document Report Templates, you can configure which Document Reports are available for a shipment or other types of documents you are working with and also set up the report's appearance (configure) the output.
Note
The Document report template can be setup on the Order type card page and on the Mode of Transport list page. The system will combine the reports on the Document from both templates.
Note
You can also setup document reports on documents that do not have an Order type field, fon instance the Sales invoice.
| Field | To specifiy |
|---|---|
| Category Code | the Category of the report. Choose the category from the options that have been configured in the system, for instance REPORT and INCOMING. The category will be used to group the Document reports. |
| Type | if the Document Report is Output (a report that is generated in the system) or Input (used for report or attachments that a user will upload). |
| Description | a description for the Document Report. |
| Source Type | if the report is for a Customer or a Vendor. |
| Party Type Code | the party type code for which the Report needs to be generated. |
| Report Id | the Object Id of the report that needs to be used for the Document report. |
| Language Code | the language, if you want the report to be generated with a default language. |
| Report Definition Code | the report definiton code. Report definitons can be used to change the dataset of the report by applying default filters, sorting dataitems, disabling data items or changing format of decimal values or date fields in the reports dataset. |
| Report Caption | the Caption of the report, choose from a list of available report captions. |
| Report Layout | the report layout from the standard layouts, or a layout you created in the system. |
Note
Most reports in the forwarding app have a standard Word layout and have full support for Report Definitons and Report Captions. There are some exceptions, such as the standard airwaybill report. Learn more about Working with Word layouts and Report Definitions.
Document Report Setup
To setup Document reports on tables that do not have an Order type field. The following tables are now supported: (Sales) Invoice, Voyage, Voyage Schedule and Voyage call.
Report Definition
You can use Report defintions to configure the dataset used when generating a report from Business Central. You can specify filters, disable dataitems or apply formatting on Decimal and Date or Date/Time values in the report's dataset. Similar to modifying the Word Layout, setting up a Report definition can change the appearance and formatting of a report. Report defintions the use of a single report for various purposes.
| Field | To specify |
|---|---|
| Code | the Identification Code of the report. |
| Description | a Description for the Document Report. |
| Report Id | the Object-Id of the report that needs to be used for the Document report. |
| Report Name | the name of the report that needs to be used for the Document report. |
| Report Caption | the Caption of the report. |
| Report Layout | the Report layout. |
| Event Milestone Template | the Event/Milestone template. Learn more about how Event/Milestone templates change the way Events/milestones appear on the report. |
To setup a Report definition
The Report Definition can be setup on the Report Definition list page
Data Items
Data Items are used for the configuration of Report Definitions on dataitem level. With Data Items you can specify filters, enable or disable dataitems or apply formatting on Decimal and Date or Date/Time values in the dataset of the report.
| Field | Description |
|---|---|
| Enabled | Specify if the Data Item is Enabled. |
| Data Item Hierarchy | The Hierarchy of the Data Item. |
| Data Item | The Name of the Data Item |
| Function Set Id | The Function Set Id of the Data Item. |
Event/Milestone template
More information will follow soon.