On nutshell there are two types of operational reports that could be generated from Microsoft Dynamics 365 for Finance and Operations;
Source documents reports: represents reports print outs for business documents transactions such as (product receipt, PO invoice, packing slip, sales order invoice, …etc.
Non source document reports: represents reports print outs for transaction data, statistics such as general journal, vendor statement, customer statement,..etc
The following diagram illustrates the printing options for source document and non-source document reports.
Each type has different options to print directly to PDF, hereunder I will walk you through the different printing options and illustrate the degradation hierarchy logic.
Source document reports:
Print on screen for original/copy then export to PDF
Print management where you can default the print in PDF format.
To configure sales order invoice to be printed in PDF directly, navigate to Accounts receivable| Setup| Forms| Form setup, under General tab select Print management.
In Print management setup page, locate Customer invoice, then move to the arrow icon on Destination, and select Printer setup
In print destination settings, select File, and PDF in the file format. Enter a name (SalesInvoice for my demo).
Open sales order invoice, and navigate to Invoice ribbon, go to Document, then select View, and select Use print management.
Document printed directly in PDF format
Non source document reports:
The highest configuration level is legal entity print destination default, as a wide selection across the application.
Go to organization administration| Organizations| Legal entity then move to Print destination default, and select PDF.
Go to General journal| Inquiries and reports| Ledger journal. You’ll notice the destination is File: print journal.
Select change, as shown in the below screen shot the file format is PDF.
The user has option to change the destination, and this will be defaulted for this user for next times (if usage data have been deleted it will be back to default).
