About print management document types and modules
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Print management works with several modules. These include Accounts receivable, Accounts payable, and Project management and accounting. You can see the supported documents for each module in the Print management setup form. For example, in Accounts receivable, the following documents are supported:
Collection letter note
Confirmation
Customer account statement
Customer invoice
Free text invoice
Interest note
Quotation
Sales agreement confirmation
Sales order confirmation
Sales order packing slip
Note
The Confirmation and Quotation document types are also used in Sales and marketing.
You can set up print management original records, copy records, and conditional settings at the module, account, or transaction level.
Setting up print management at the module level requires the least amount of setup and minimizes the maintenance work when you have to change the settings, such as when you install new printers or change your existing printers. However, if your business needs require it, you can override the module settings for specific accounts or individual transactions.
Note
If you set up print management at the account or transaction level, the setup information will be more complex to manage when you add or change printers because you will have to change the settings for each individual account or transaction.
Configuration keys
Print management support for documents in the Print management setup form is controlled by the following configuration keys.
Module and configuration key |
Document type |
|---|---|
Accounts receivable Quotations (QuotationBasic) Trade (LogisticsBasic) |
Confirmation Quotation |
Accounts receivable Trade (LogisticsBasic) |
Customer invoice Sales order confirmation Sales order packing slip |
Accounts receivable General ledger (LedgerBasic) |
Customer account statement Free text invoice |
Accounts receivable Collection letter (CustCollectionLetter) |
Collection letter note |
Accounts receivable Interest (CustInterest) |
Interest note |
Accounts receivable Purchase and Sales Agreement (TradeBlanketOrder) |
Sales agreement confirmation |
Accounts payable Trade (LogisticsBasic) |
Purchase order Purchase order product receipt Purchase order receipts list Request for quotation Request for quotation - accept Request for quotation - reject Request for quotation - return Vendor invoice |
Accounts payable Purchase and Sales Agreement (TradeBlanketOrder) |
Purchase agreement confirmation |
Project management and accounting Project (ProjBasic) |
Project invoice |
Inventory and warehouse management Trade (LogisticsBasic) |
Picking list |
See also
About print management originals, copies, and settings
Set up print management for a module