Setting up and Using Document Printing Enhancements

You can print Dexterity reports from most major windows in Equipment Management. Users can group reports and assign access to the report groups based on user, user class, and other restrictions. Reports are printed from a drop-down menu on the printer button or on the Print button.

Setting up Document Printing Enhancements

Step 1: Set up Report Definitions

The first step in setting up printing enhancements is to create report definitions. Report definitions determine which reports are available to print from certain windows. Report definitions are used to create report groups.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > System > Report Definitions.
2. Complete the following fields:
   • Report Area
     Use the drop-down list to select a window to which to add printing enhancements. The windows are predefined, cannot be edited, and appear based on registration. Reports defined for the Transport Scheduler and Rental Entry windows will also print from the Transport Scheduler Inquiry and Rental Inquiry windows, respectively. The inquiry windows, therefore, do not appear in the drop-down list.
   • Report ID
     IDs will be assigned to report groups.
   • Report Source
     Select Microsoft Dynamics GP Report from the drop-down list.
   • Report Pathname
     Use the drop-down list to select the report that normally prints from this window. There may be more than one report in the drop-down list. These are copies available for editing.
3. Select Save.

Step 2: Create Report Groups

You then use the report IDs to create report groups.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > System > Report Groups.
2. Enter a Report Area. The Available Report IDs column will populate.
3. Enter a Report Group. This is the name that appears on the printer button.
4. Select a report ID from the Available Report IDs column and select Add to assign the report to the report group. You can manage the order in which the reports will print using the Top, Up, Down, and Bottom buttons.
5. Select Save.

Step 3: Create Report Buttons

Once report groups are created, you can define access to the groups based on user, user class, and other restrictions pertaining to the window.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > System > Report Buttons.
2. Complete the following fields:
   • Report Area
     Select a Report Area using the drop-down list.
   • Security Type
     You can limit access to the group by choosing either the User Class or User radio button. To not limit access, select Global.
   • User Class ID, User ID
     To limit access to a group, enter the user class or user that you want to be able to access these report groups from the printer or Print button.
   • Area-specific additional field
     Depending on the report area you selected, an additional field may appear, allowing you to further limit access. For example, you can enter a maintenance type for the Equipment Scheduled Maintenance report area or a PO type for the Purchase Order Entry report area. This is a useful filtering mechanism if you have many reports. Printing hierarchy is as follows: user with extra restriction, user class with extra restriction, global with extra restriction, a user with blank restriction, user class with blank restriction, and global with blank restriction.
3. Select a report group from the Available Report Groups column and select Add to assign the group. You can manage the order in which the reports will print using the Top, Up, Down, and Bottom buttons. The first group is important in that it is the group that prints using File > Print.
4. Select Save.

Printing Reports Using Document Printing Enhancements

1. Open a window with enhanced reports assigned.
2. Select the report group from the Print button drop-down menu. With Microsoft Dynamics GP reports, the Report Destination window or a print options window will open.

If you select File > Print, the first report group assigned to the printer button will print.

If the Document Printing Enhancements feature is registered, the printer button and File > Print will be disabled until report groups are assigned.