Print management setup (form) [AX 2012]

Updated: October 17, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts receivable > Setup > Forms > Form setup. Click Print management.

–or–

Click Accounts payable > Setup > Forms > Form setup. Click Print management.

–or–

Click Procurement and sourcing > Setup > Forms > Form setup. Click Print management.

–or–

Click Project management and accounting > Setup > Forms > Form setup. Click Print management.

Use this form to set up print management original or copy records and conditional settings. This information controls the way that documents, such as sales orders and purchase orders, are printed during the posting process.

NoteNote

You can also open this form from an account, transaction, or project contract by clicking Print management on the Action Pane.

The hierarchical list in the left pane displays the module, documents, original or copy records, and conditional settings. The fields in the right pane are the options that you can specify for each type of record. The fields that are displayed vary, depending on whether you have selected an original record, copy record, or conditional setting in the list.

You can create up to 99 original or copy records per document type. You can create up to 19 conditional settings per original or copy record, in addition to the default setting.

NoteNote

While conditional settings and queries provide flexibility in your print management settings, complex queries or many conditional settings can affect posting performance.

If you print a document to the screen, you can view up to five reports, each in a separate report window. For example, if you print customer statements to the screen, statements for only the first five customers are displayed. Additional reports are saved as PDF files in the location that is specified in the Directory field in the File store area of the System parameters form. (Click System administration > Setup > System parameters.)

The following tables provide descriptions for the controls in this form.

Button

Description

Destination lookup

Open a menu with the following items:

  • Revert to default printer setup – Clear any selections you have made and select the default printer as the document destination.

  • Printer setup – Open the Printer setup form, where you can set up a printer for the selected original record, copy record, or conditional setting.

Footer text lookup

Open the Footer text form, where you can set up footer text in multiple languages.

Select

Set up a query to control conditional settings.

This button is displayed only when a conditional setting is selected in the left pane.

Field

Description

Original / copy

Select the type of print management setup record.

  • Original – Only one original record can be created for each document. The record is denoted in the list by the word Original.

  • Copy – Multiple copy records can be created for each document. The records are denoted in the list by the word Copy.

Name

An identifier for a record.

For an original, the name is always Original.

For a copy, enter a name.

Do not print

If this check box is selected, the original or copy will not be printed. If you override an original or copy record from a higher level in the print management hierarchy, you can use this option to stop a document from being printed, instead of only changing the destination, number of copies, or footer text.

Default setting

If this check box is selected, an original or copy is printed even if the queries for any applicable conditional settings do not return any results. The original or copy is denoted in the hierarchical list by the word <Default>.

Destination

The printer destination for the record or conditional setting. To make changes, click the lookup button next to the field.

Report format

Select a report format.

The report format must be created by a developer and be added to the Application Object Tree (AOT) before it is available for selection in the Print management setup form. Report formats can be specific to a country/region.

  • If you are working with print management settings for a module, the list of report formats includes reports for the country/region that is specified for the legal entity’s primary address.

  • If you are working with print management settings for an account, the list of report formats includes reports for the country/region that is specified for the customer’s or vendor’s primary address.

  • If you are working with print management settings for a transaction, the list of report formats includes reports for the country/region that is specified for the customer’s or vendor’s address that is printed on the report.

Number of copies

Enter the number of identical copies to print for the selected record or conditional setting. You can print up to 99 copies.

NoteNote

The number that you enter in this field overrides the number that is entered in the Number of copies field in the Printer setup form.

Footer text

Enter the footer text to include at the bottom of the document. Footer text can be up to 50 characters.

To set up footer text in additional languages, click the lookup button next to the field. When the document is printed, the language of the document determines the language of the footer text.

Description

Enter an identifier for a conditional setting.

This field is available only when a conditional setting is selected in the left pane.

Condition

The information displayed in this section depends on your selections in a query.

This section is displayed only when a conditional setting is selected in the left pane.


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