Portal Report Printing Deployment Guide – BC Focused

164 January 23, 2025

1     Overview

This document provides an in-depth description of how to configure the DynamicPoint Customer/Vendor Portal report printing functionality for Dynamics Business Central.

2     Report Printing Deployment

The following will outline the configuration of report printing functionality.  When setup, the user is able to print a range of Dynamics BC reports from the Customer/Vendor portal.

Print Service Configuration

  1. From the admin section, navigate to RS Configurations
  2. Create a new report service
  3. Title – some descriptive name
  4. Report Service Provider – Business Central
  5. Report Service URL – The first GUID is the tenant ID, the second – company ID. Be sure to use api/v2.0 version.
    https://api.businesscentral.dynamics.com/v2.0/<Tenant ID>/<environment name>/api/v2.0/companies(<Company ID>)
  6. Report Function/Path – One of the following navigations: salesInvoices, salesQuotes, salesCreditMemos, purchaseInvoices. These four are the only that are currently supported by Business Central. Please use the values as they are spelled here.
  7. Report Published Location – always pdfDocument
  8. Report Parameters – use this exact mapping as shown in picture

Note: Purchase invoice and Sales Credit Memos must be posted before generating the PDF document, otherwise the following error will be encountered:

3     Sales Report Extension

DynamicPoint has added Business Central functionality for including report integration on sales orders. As this functionality is not included with base Business Central, it must be added as an extension. This is only required if generating sales order reports from the portal is desired.

Download

  1. The Business Central extensions can be downloaded here.
    Sales Order PDF

Install the Extension

  1. In Dynamics 365 Business Central, use search to open the Extension Management page.
    In the Extension Management window, you can view the extensions that are published to your server. For each extension, you can see the current installation status.
  2. Click manage and select upload extension
  3. Select the location of the downloaded files
  4. Click deploy

Print Service Configuration

The configuration will be similar to any of the standard report configurations detailed above. Here is a sample configuration for reference.