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Lasernet Connector for

Microsoft Dynamics 365 for

Operations Test Manual

Lasernet Connector for Microsoft Dynamics 365 for Operations – Test Manual [Rev. 1.1 – September 2018] © 2018 Formpipe Software Lasernet is a trademark of Formpipe Software Company website www.formpipe.com Product website www.lasernetbyformpipe.com

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Index

Index ................................................................................................................................................... 3

Introduction ....................................................................................................................................... 4

Purpose ............................................................................................................................... 4

Overview ............................................................................................................................. 4

Appsource Test guide ........................................................................................................................ 5

Lasernet Print buttons....................................................................................................... 5

Manually Lasernet Screen or Email ................................................................................. 5

Reprint from the Lasernet archive ................................................................................... 6

How to use the Lasernet print options ............................................................................................. 7

Lasernet Screen ................................................................................................................. 7

Lasernet .............................................................................................................................. 8

Destination Type - Print ......................................................................................... 8

Destination Type - Email ..................................................................................... 10

Destination Type - Fax .......................................................................................... 11

Destination Type – Custom ................................................................................. 14

Predefined Destinations ....................................................................................... 15

Lasernet Journal .............................................................................................................................. 17

Lasernet button ................................................................................................................ 18

Lasernet Archive .............................................................................................................. 18

Resend or view report..................................................................................................... 20

View the report .................................................................................................... 20

Resend the report via printer ............................................................................... 22

Resend the report via e-mail ................................................................................ 23

Resend the report via fax ..................................................................................... 24

Resend the report to Predefined Destinations .................................................... 25

Resend the report to screen ................................................................................. 26

Introduction

Purpose

The purpose of the guide is to instruct how to use the Lasernet Connector for Microsoft Dynamics

365 for Operations. Lasernet Connector for Microsoft Dynamics 365 for Operations is an

integrated solution that enables the Lasernet functionality within Microsoft Dynamics 365 for

Operations.

The purpose of this guide is to provide instructions for using the Lasernet Connector for Microsoft

Dynamics 365 for Operations.

Overview

With the help of the Lasernet Connector for Microsoft Dynamics 365 for Operations, the user can

redirect Microsoft Dynamics AX reports output to an xml format that is compatible with Lasernet.

The layout and the destination (printer/e-mail/fax/archive) of the documents are then handled by

Lasernet. The user can enable or disable this feature for any report that has printable layout.

The XML file generated during the report execution is placed into a folder specified during the

setup process within Axapta. After that, the XML file is picked up by Lasernet converted into the

right format CSV, OIOUBL XML, EDI, PDF etc. and archived. If “Print to Lasernet screen” is selected,

then the PDF is placed into another folder where Microsoft Dynamics AX picks it up and shows it

to the user.

This Configuration Manual will go through how you use the Lasernet Connector for Microsoft

Dynamics 365 for Operations. We will use the SalesConfirm (Order Confirmation) report as an

example on how you use Lasernet Connector for Microsoft Dynamics 365 for Operations in the

daily life.

Appsource Test guide 1. Go to Accounts receivable > Orders > All sales orders.

2. In the list, mark the selected row.

3. On the Action Pane, click Sell.

4. Click Pro forma confirmation.

5. Select Yes in the Print confirmation field.

Now you have 3 options. You can choose between printing to screen or email manually, like you

normally will do with D365FO or use one of the 2 Lasernet Print Buttons, Lasernet Screen or Show

EDI.

Lasernet Print buttons Print buttons are created to make the print or distribution of the document much easier than standard AX. With print buttons, you can create a button that does a range of actions for you just like macros in word or excel. Improve the users’ way of handling the various output possibilities within Axapta, as the Print buttons supports both Standard AX and Standard AX with Lasernet Connector. Print buttons generates buttons at user or group level. The buttons will fulfill exactly the needs a company has for optimizing workflows. It is possible to decide the content for each button and who is allowed to use the buttons predefined. The buttons can be used for Emails, print, fax or filers in PDF, Tiff, CSV or MS file-standards. Using predefined buttons minimizes the risk for error in the process generating output. A predefined button can prevent paychecks from being printed on wrong printers or sent on wrong email addresses. Predefined buttons also prevents invoices being sent to wrong recipients. 6. Simply click on Lasernet Screen and Lasernet will close the form and show a PDF on the

screen with just one click. 7. Simply click on Show EDI and Lasernet will close the form and show an EDI file on the

screen with just one click. If you have trouble in viewing the file, please try to save it to your local machine and then open it with Notepad.

Manually Lasernet Screen or Email 8. Click Printer setup.

9. Click Confirmation.

10. In the list, select Lasernet Screen.

11. Click OK.

12. Click OK.

13. Close the preview Tab.

14. In the list, mark the selected row.

15. On the Action Pane, click Sell.

16. Click Pro forma confirmation.

17. Click Printer Setup.

18. Click Confirmation.

19. Click Lasernet.

20. In the list, find and select Email

21. In the To field, type a value.

22. In the Subject field, type a value.

23. In the Body field, type a value.

24. Click OK.

25. Click OK.

26. Close the page.

27. You should now receive an email.

Reprint from the Lasernet archive 28. Go to Lasernet > Common > Archive.

29. Click Preview.

30. Click Show.

31. Close the Preview Tab.

32. Click Resend.

33. In the Subject field, type a value.

34. In the Body field, type a value.

35. Click OK.

36. Close the page.

How to use the Lasernet print options

When you want to print, or post a Sales Confirmation, you have to choose the Print Option button.

In here you should now select either the Lasernet Screen or Lasernet depending on if you want

to print the report or show it on the screen within AX.

Within the Print Option you have 2 new menus:

Lasernet Screen

The Lasernet Screen function is similar to AX Screen. This menu will send an XML file with all the

data from the Sales Confirmation, to the Lasernet server. The Lasernet server will then create a

PDF and send it back to the users AX screen.

Lasernet Screen does have the option to overwrite the Overlays, Attachments, Preview format

and Force language that you have defined on a report level.

Lasernet

The Lasernet menu is used for distributing the document manually. You have 5 options that you

can choose from, Print, Email, Fax, Custom and Use predefined destinations. This can be

selected from the drop down list in Destination type.

Below is an overview of the different types.

Destination Type - Print

Field name Description

Destination type Print is selected.

Printer Choose a printer from the drop down list. If you cannot find your

printer, please contact your AX administrator.

Printer profile Select a Printer Profile. Ex. Tray 1.

Processing options Description

Force rerun A check mark will generate the XML file with all parameters and

send it to Lasernet. The corresponding information will be

displayed within Journals. Force rerun can always be used if

necessary.

Overlays Description

Overlay instruction Default (Report setting are in control), Disable, Append or

Overwrite.

Overlay Id Choose the wanted overlay from the list.

Attachments Description

Attachments instruction Default (Report setting are in control), Disable, Append or

Overwrite.

Restriction External or Internal document

Type What type of attachment you want to Append or Overwrite

Preview format Description

Format What format you want to print (Doesn’t makes sense to choose on

a Print destination)

Force language Description

Language Language that is printed no matter what LanguageId that is

defined in AX.

Page range This does not work with Lasernet.

Copies Number of copies that will be printed.

Destination Type - Email

This will email the document and not look for any other destination rules.


Destination type Email is selected.

To Who should receive the email

CC Who should receive a copy of the email

BCC Who should receive a blind copy

Subject Type in a mail subject

Body Type the email content





necessary.



Overwrite.




Overwrite.




Format What format you want to email


Language Language that is in the document no matter what LanguageId

that is defined in AX.



Destination Type - Fax

This will Fax the document and not look for any other destination rules.


Destination type Fax is selected.

Fax Type in the fax number





necessary.



Overwrite.




Overwrite.




Format What format you want to email




Destination Type – Custom

This will send the document to the selected custom port and not look for any other destination

rules.


Destination type Custom is selected.

Custom port Select the custom port.

Processing options




necessary.

Overlays


Overwrite.


Attachments


Overwrite.




Format What format you want to send






Custom ports could be defined as ftp, http etc.

Predefined Destinations

This option is normally used with batch jobs. If the user doesn’t know how the customer or vendor

wants to receive the document and in what format they will choose this and Lasernet will look

through the distribution rules and see if there is a match. If no match is found, Lasernet will use

the Default Destination as a “fallback” destination.


Destination type Use predefined destinations is selected.

Default destination Here you can select a “fallback” destination if Lasernet do not

find any matching Destination rules. In the picture, above if will

fall back to a printer called Printer Output 1 (demo-0) and use

the Printer profile Tray 1. Print, Email or Fax can be selected.

Processing options




necessary.

Overlays


Overwrite.


Attachments


Overwrite.




Format What format you want to send


Language Language that is in the document no matter what LanguageId that

is defined in AX.



Lasernet Journal

You can view and manage the reports that were created using the Lasernet functionality. All

reports will be displayed in the AX Journal if wanted.

See the Enable Reports To Lasernet in the Lasernet Connector for Microsoft Dynamics AX

Configuration Manual for further information.

If you have selected to archive a report, Lasernet will create a file. In the Journal you can see a PDF

of the printed report, the XML file sent to Lasernet (if wanted), reprint, fax or email the PDF.

Furthermore you can see information about who printed the report and when and how the report

was distributed, Fax or Email etc.

You will not see the reports where you have selected Lasernet Screen.

The Journal can be reached from many different places in AX Ex. on the Customers, Vendors,

Sales order, Purchase order, Receipt list, Packing slip, Invoice, Confirmation, Picking list

form.

Look for the Journal buttons:

If you look into the e.g. The Invoice Journal menu on a Customer, you will see all the invoices that

have been posted or resend by Lasernet on this specific customer.

If you look into Lasernet Journal on a sales order, you will see the reports that is related to the

sales order and have been posted or reprinted by Lasernet.

If you want to see all the reports that have been posted or resend by Lasernet, you can select

Journal from the Lasernet Menu.

Lasernet button Within the Journals you find the Lasernet button, but only if the administrator has enabled that.

Overview Description Lasernet Copy Reruns the reports and create a copy Lasernet Original preview Preview the archive PDF. If no PDF are, archived Lasernet will

rerun the report. It works exactly like the standard AX function, so if you select confirmation-3 then you get confirmation-3

Resend Allow you the resend the PDF from archive on Print, Fax or Email. See the Resend section for more info

Archive Open the Lasernet Archive. See the Lasernet Archive section for more info

Lasernet Archive You can view and manage the reports that were created using the Lasernet functionality. For these

purposes the Lasernet Archive form can be used.

To open this form, use the Journal button then select the Lasernet and Archive.

Note: Only the reports with the selected Archive check box will be displayed in the Lasernet Log

form.

Overview Description Report name The name of the AX report Archive name The name of the PDF file Destination The chosen Lasernet destination Order ID The order number the report is assigned to Document ID The document number the report is assigned to Account number The Customer or Vendor account number for which the report was

sent.

Save in Document saved in either database or file folder Resend Check mark states the document has previously been resend from

the archive General - System Archive name The report archive name Report name The name of the report Created date and time The date and time of the report creation Created by The ID of the person the report was created by Destination type The destination address, Email, Fax, Print, Custom port or

Predefined destination Resend Check mark states the document has previously been resend from

the archive Copy Check mark states that the PDF saved in this log line is a copy Save in Document saved in either database or file folder General – Reference Account number The Customer or Vendor account number for which the report was

sent Document IDF The document number the report is assigned to Order ID The order number the report is assigned to General - File File name Displays the PDF file name + archive path XML Archive Display the XML name send to Lasernet server + archive path Document file name Display the Document name + archive path Destination Destination Displays the information for the destination used, Email, Fax, Print,

Custom port or Predefined destination Reference Additional information Information about a link Go to Link to a journal

Resend or view report

In Lasernet you have 2 options that can be used for viewing or reprint / resend the document:

View the report

To review the archived PDF or XML files, click the Preview menu button. In here there are two

options:

Show PDF – displays the report in the PDF format on the screen.

Show document – displays the document on the screen if possible.

Show XML - displays the report in the XML format that was send to Lasernet on the screen.

To resend the report, click Print, E-mail, Fax. The report is not regenerated. An XML file with

destination parameters and path to archived pdf file is created and sent to the Lasernet Server.

When the resend process is completed, the journal will be created to store info with resend

parameters and with a Resend flag selected.

Resend the report via printer

To resend the report via the printer:

1. In the Journal form, select the report you need to resend.

2. Click Resend.

3. Select Lasernet and in the Destination type choose Print.

4. Select the printer you want to print to. Selecting a Printer Profile here doesn’t work.

5. Click Ok.

If the journal was never sent to Lasernet, using the Force rerun check mark will generate the XML

file with all parameters and send it to Lasernet. The corresponding information will be displayed

in the Journal. Force rerun can always be used if necessary.

Resend the report via e-mail

To resend the report via e-mail:


2. Click Resend.

3. Select Lasernet and in the Destination type choose Email.

4. Fill out the rest of the form and then click Ok.



within the Journal. Force rerun can always be used if necessary.

Resend the report via fax

To resend the report via fax:


2. Click Resend.

3. Select Lasernet and in the Destination type choose Fax.

4. Specify the fax number in the Fax field and click OK.



within the Journal. Force rerun can always be used if necessary.

Resend the report to Predefined Destinations

!!Important!!!

This is only available if you have enabled it on the Parameters menu – See configuration for more.

If the user don’t know how the customer or vendor wants to receive the document and in what

format they will choose this and Lasernet will look through the distribution rules and see if there

is a match. If no match is found, Lasernet will use the Default Destination as a “fallback”

destination.


2. Click Resend.

3. Select Lasernet and in the Destination type choose Use predefined destination.

4. In the Default destination chose a “fallback” option e.g. Print in case that Lasernet

doesn’t find any Predefined destination that match and then click Ok.

Resend the report to screen

To resend the report to screen:


2. Click Resend.

3. Select Lasernet Screen and then Ok.


file with all parameters and send it to Lasernet. The corresponding information will be within the

Journal. Force rerun can always be used if necessary.

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