The Document Layout feature is used for adding fields to the documents which, in turn, could be shown in Lasernet reports. These could be fields from the tables of documents (e.g.: Sales Shipment Header for the shipment document), or fields from another table (e.g.: Customer table) if the table has a relation to the document table (e.g.: the Sell-to Customer No. field in the Sales Shipment Header table has a relation to the No. field in the Customer table).
To access the page, follow these steps:
1. Sign into D365 BC and select the Lasernet Document Mgt dropdown from the list and the page is displayed. Otherwise, you can search for the Lasernet Document Mgt. page.
2. Select Document Layout.
The Document Layout page is displayed:
3. Select an item or click the New button.
The following areas of this page are described below:
General Fast tab
No. : Unique identifier for the document layout.
Description: Short description of the document layout.
Document: Identifies a document type for the layout. All are predefined Lasernet documents except for the following: Custom Report – If selected, the Custom Report-related fields become accessible – Custom Reports).
Last Modified Date: Indicates the date on which the document layout was last modified.
Last Modified by User ID: Indicates who last modified the document layout.
As previously stated, if the Document = Custom Report, additional fields become accessible on the General FastTab.
The fields within the Custom Report group are described in the following table.
Top DataItem Table No. / Top DataItem Table Name: Determines the table used as the Header table for the document which is necessary to create relations between the tables and the document. For example, the Issued Reminder Header table is the top data item table for the Reminder document.
Report No. / Report Name: Determines the custom report that has been created for a particular document.
This is where you add the tables. Start by using the Suggest button in the top. This will give you the main tables and add filters as well. Then you just need to add fields.
The fields on the Sections FastTab are described below:
Section Type: Indicates an option:
- Header (If you like the information to be shown in the header).
- Line (If you like the information to be shown on the lines).
Description: Short description of the layout. It is a simple description.
Table No. / Table Name: Indicates from which table you would like to get information. It could also be a table that you are using to filter another table that you are going to have.
The actions on the Line menu on the Sections FastTab are described below:
Increase Indentation: Indents the line to create a relation to the line above, therefore creating a parent/child relationship. Parent lines have indented lines below.
Decrease Indentation: Decreases the indent on the line to create a relation to the line above/below, therefore creating a parent/child relationship. Indented lines are the child in the relationship.
Filters: Relates the selected table to the Top Data Item or if indented, then to the table that is on the level above.
Fields: Indicates which field is available in the document.
The Filters menu is where you build the relationship between the two tables. Below we are looking at the Sales Line filters.
As you can see we are using the Document Type field for both tables and then Document No. from the Sales Line and that goes to No. from the Sales Header table. This is our relationship between the two tables Sales Header and Sales Line.
If you want to add e.g. the Item table to the Sales Line, you need to add it below the Sales line and then Increase Indentation two times so it is below as a child to the Sales Line.
You can open the Filter menu and add your fields so you can build your relations between the Sales Line and Item table.
When all your relations are added, the next step is to add the fields from the tables. Open the Fields menu and add the fields you want. This has to be done for each table.