Following table contains the list of modules for which the module-level D365FO Print Management settings are available. For each of the modules you can see the path to the form with the module’s Print Management settings and also a list of document types related to that module and for which the settings can be specified:
Module
Path to Print Management settings form
Document types
Accounts payable
Accounts payable > Setup > Forms > Form setup > General tab > Print management button
Payment advice
Purchase advance invoice
Purchase agreement confirmation
Purchase order
Purchase order product receipt
Purchase order purchase inquiry
Purchase order receipts list
Request for quotation
Request for quotation – accept
Request for quotation – reject
Request for quotation – return
Vendor invoice
Accounts receivable
Accounts receivable > Setup > Forms > Form setup > General tab > Print management button Note: form shows documents for Accounts receivable and Inventory management module
Today I have small tip. Let me share a scenario. Suppose you have to display Customer group as report level group and customer at detail level who did purchased products from your organization in given period of time.
Serial number on detail level can be achieved by RowNumber(“Scope Name”)
But serial number shown on Group level is tricky because RowNumber not works there. For example in above mention scenario, Client wants serial number on Customer Group instead of Customer at detail level.
I used following single line SSRS expression helps me to achieve this.
In this article, we will show you how to create a Matrix Report in SSRS (SQL Server Reporting Services) with a practical example.
The below screenshot will show you the Data Source and Dataset we used to create this SSRS Matrix Report.
SQL Command we used for this SSRS Matrix Report in the above screenshot is:
SELECT Geo.[EnglishCountryRegionName] AS [Country]
,Geo.[StateProvinceName] AS [State]
,Geo.[City]
,Cust.FirstName +' '+ Cust.LastName AS [Full Name]
,Cust.EnglishEducation AS Education
,Cust.EnglishOccupation AS Occupation
,Cust.Gender
,SUM(Cust.YearlyIncome) AS YearlyIncome
,SUM(Fact.SalesAmount)AS SalesAmount
FROM DimCustomer AS Cust
INNER JOIN
FactInternetSales AS Fact ON
Cust.CustomerKey = Fact.CustomerKey
INNER JOIN
[DimGeography] AS Geo ON
Cust.GeographyKey = Geo.GeographyKey
GROUP BY Geo.[EnglishCountryRegionName]
,Geo.[StateProvinceName]
,Geo.[City]
,Cust.FirstName
,Cust.LastName
,Cust.EnglishEducation
,Cust.EnglishOccupation
,Cust.Gender
ORDER BY [Country]
Creating Matrix Report without using Report Wizard in SSRS
Please refer to the SSRS Table Report to understand the creation of a basic Report. Drag and drop Matrix from the SSRS Toolbox to the Data region.
We can add the Column names to the SSRS Matrix Grouping in three ways:
We can Drag the Column name from Report data to the Row Grouping or Column Grouping Column.
Drag and Drop the Column name from Report data to the Row Grouping Pane or Column Grouping Pane.
When we click on the particular cell, it will open the context menu displaying available column names in that Dataset. We can select the required column from the list. Here we are selecting StateColumn as a Row Grouping item
Now, we are choosing Occupation Column as a Column Grouping item
and we are selecting the Sales Amount Column as a Data item.
NOTE: When you add Column to Data Column, the Reporting Server will automatically aggregate the data. If you want to change the aggregate functions, then goto fx Expression and change them accordingly.
We successfully created our first SSRS Matrix report. If you observe the below screenshot, we have done the formatting as well. Please refer to Format Fonts and Background Color of a Textbox article to understand them.
Click on the Preview button to see the report preview
Add Header Column For Column Grouping in SSRS Matrix Report
If you observe the above screenshot, we all know that Clerical, Management, Manual, etc., are the Customer Occupation. What if we don’t know, or we want to provide extra information to the user about each column? In these situations, we have to add row (containing Header Details of the columns).
To add a new row to SSRS Matrix Report, Please select the Header column of a report and then right-click on it to open the context menu. From the menu, Please select the Insert Row option. Here we have multiple options, and their functionalities are:
Inside Group – Above: This option inserts a new row on top of the Header column, and inside the Group. Inside the Group means Header text will repeat for every row
Inside Group – Below: This option will insert a new row below the Header column and inside the Group.
Outside Group – Above: It inserts a new row on top of the Header column and Outside the Group. Outside the Group means Header text will be static and will not repeat for every row
We named the Header text as Profession as shown below
If you observe the below screenshot, we have done the background formatting.
Click on the Preview button to see the SSRS Matrix Report preview
