Print Management and YOU!
Posted Friday, August 6th, 2010
Today’s blog post will discuss Print Management within Microsoft Dynamics AX 2009. Print Management is a useful tool that allows the user to define settings to produce original records, copy records, and conditional settings. Print Management is controlled at the module, account, or transaction level and can control the number of copies to produce, multilingual footer text, and print destination.
Print management can be setup in Accounts Receivable, Accounts Payable, and Projects at the module level. Each original record in Microsoft Dynamics AX can have default settings associated with it which are defined under the print management setup. Print Management is setup at a hierarchal level where you define original record, copy record and settings for any available documents. You can create up to one original record for each and multiple copy records for every document type. You can create up to 19 conditional settings for each original or copy record. To see more on how to setup Print Management, continue reading.
To Setup Print Management in the Module Level
see image below
The Print Management Setup Form at the Module Level
Select Print management by following this path: Module (Ex: A/R) > Setup > Forms > Form Setup > Print Management button
-Select the document level (Ex: Sales Order Invoice)
- To create a new record you can Ctrl N or right-click and select New.
- At the document level you can define your settings
- Check the Default setting check box if you would like to have the default settings print each time.
- When the check box is not selected then the document can print according to a selected query for a conditional setting if it successfully returns results.
- Destination: Where the document will be printing
- Number of Copies: enter a numerical value
- Footer Text: By clicking the 3 dots button will allow you to print footer texts in different languages. Otherwise you can enter your text in the dialog box. *50 character maximum
Print Management at the Account Level
see images below
The Print Management Setup Form Account Level
Print Management Button From Accounts List View
Select Print Management by following this path: Module (Ex: A/P) > Vendors > Select an Account > Click the Setup Button > select Print Management.
-Select the document level by maximized the selections
- On the right side of the panel you will see the selections.
- Blue Arrows indicate settings that are inherited from the module level that were setup previously. For changes to the settings there are four options. You can override, copy, create a new record, or creating a new setting.
- To override: Right click the original or copy record and select override. A red “X” indicates it has been overridden.
- To copy: Right click the original or copy record and select copy. It must be renamed.
- To create a new original or copy record: right click the type of record in the list and select New.
- To create a new setting: right click and select new.
Print Management at the Transaction Level
The following table gives a list of the supported documents in Accounts Payable. This may be necessary if these documents print to a certain printer, ect.
Conditional Settings in Print Management
-Can be setup using under Print management on the right side of the screen. The more complex the query or greater conditional settings can affect posting performance.
- To do this: select the original or copy record, right click and select new.
- Enter a description
- Click the select button
- Query-Settings form enter a query in the criteria field. Click Ok when finished.
- Many conditions can be setup on the document.
Posted in Dynamics AX, Financial
Dani Richardson
Dynamics AX Implementation Consultant Clemson Graduate
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We have some Invoices that are printing as Landscape instead of Portrait.
We’re printing from Accts Recv > Inquiries > Journals > Invoice > Preview Print button.
I’ve tried setting using Print Manager, but not finding this exact report I think.
I’ve set:
On AR > Setup > Forms > Form Setup > Print Management button:
• Set Sales Order Invoice as Supply Room & Portrait from Default.
On AP > Setup > Forms > Form Setup > Print Management button:
• Set Purchase Order Invoice as Supply Room & Portrait from Default.
Can you point me in the right direction?
Thanks!
Hey Bruce,
See what your default printer layout is setup as.
Off of the Print management button > select your form. Find the destination and choose the arrow next to it. Select printer setup. On this screen, confirm that the printer is right, and then select the options tab. Confirm on the options tab that it is set to portrait. If its not, just select it.
If this is set correctly, when you go to print the invoice, just make sure your printer settings are printing to your print management destination, otherwise your usage data may be interfering.
Thanks, Dani.
Is there an option to save the print as a file:- pdf but also require XML
Regards
Richard
Hi Richard,
With basic print management there is only one default setting per copy, so for the original you could have it save as a PDF and then for the copy you could have it print in XML. Just a thought. Otherwise, it would require some modification.
Hi Dani,
Very informative posting. What if your destination printer is an AOS printer and the printer’s Properties button is grayed out? We would like the A/R Packing slip to to run automatically in batch and print on an AOS printer selecting form type = Invoice on the printer’s advanced properties. Since the properties button is grayed out in Print Management, how can the correct form type be selected to “Invoice”
Thank you.