About print management document types and modules


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


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.


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)



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

Set up print management for a customer or vendor

Set up print management for a transaction