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Quick Send and Document Share publish in a different report format than you expect in Microsoft Dynamics SL

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This article provides a solution to an issue where the report format that you expect to be sent isn't the report format that Quick Send or Document Share is designed to send.

Applies to:   Microsoft Dynamics SL
Original KB number:   2000115

Symptoms

Consider the following scenario in Microsoft Dynamics SL. You set up the Quick Send feature to send reports through email, or you set up the Document Share feature to publish reports to a Microsoft SharePoint site. When you do it, Quick Send or Document Share uses a different format of the report than you expect.

Cause

The report format that you expect to be sent isn't the report format that Quick Send or Document Share is designed to send. Quick Send and Document Share use the same specific report format whatever the format selected in the Report Format field in the Report Options Interpreter (ROI) screen.

More information

Note

  • Electronic Document Delivery (EDD) was renamed as Quick Send in Microsoft Dynamics SL 7.0 Feature Pack 1 (FP1) and later versions.
  • Document Share (Doc Share) is available in Microsoft Dynamics 7.0 Feature Pack 1 (FP1) and later versions.

If you want to change the format of the report that is sent, replace the default value in the specified row of the Report Control Maintenance (98.300.00) screen with the format name that you want to use. To do it, follow these steps:

  1. Sign in to Microsoft Dynamics SL as the SYSADMIN user or as a user who has permissions for the Report Control Maintenance (98.300.00) screen.

  2. In the navigation pane, select Administration.

  3. In the System Manager pane, under Maintenance, select Report Control Maintenance.

  4. In the Report Number box, type the report number that is listed in the following table.

    The Position in Report Control Maintenance column in the following table indicates which row contains the report format that will be sent. If you want to change the format of the report that is sent, replace the default value in the specified row with the format name that you want to use.

    For example, the default value in the second row of the Accounts Receivable Invoice/Memo Forms is 08760PP. It's the format that Quick Send and Document Share will use unless you specify a different format in that row on the Report Control Maintenance (98.300.00) screen.

    Module Report name Report Number Position in Report Control Maintenance
    Accounts Receivable Invoice/Memo Forms 08760 2
    Accounts Receivable Statements 08600 3
    Order Management Invoice 40680 1
    Order Management Order Confirmation 40610 1
    Order Management Manual Orders 40744 1
    Order Management Shipping Notice 40654 1
    Flexible Billings Project Invoice BI010 1
    Flexible Billings Construction Billing Invoice BI450 1
    Purchasing Purchase Orders 04600 1
    Service Dispatch Service Call Invoice SD640 1
    Service Contracts Service Contract Invoice SN640 1
    Payroll/Direct Deposit Direct Deposit Advice Slips 02635 7