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<title>Report Selection | alguidelines.dev - Business Central Design Patterns</title>
<meta name=description content="From the PRS workshop at NAVTechDays 2013, this pattern was written by 2 work groups
<title>Report Selection | alguidelines.dev - Business Central Design Patterns</title><meta name=description content="From the PRS workshop at NAVTechDays 2013, this pattern was written by 2 work groups
Group 1: Dale Gauci & Kimberly Congleton
Group 2: Jens …">
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@ -47,8 +46,7 @@ Meet the Pattern It should be possible to change which document report object sh
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@ -60,36 +58,24 @@ Meet the Pattern It should be possible to change which document report object sh
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<a href=/docs/ title="AL Guidelines" class="align-left pl-0 td-sidebar-link td-sidebar-link__section tree-root" id=m-docs><span>Docs</span></a>
@ -107,9 +93,9 @@ Meet the Pattern It should be possible to change which document report object sh
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<a href=/docs/patterns/generic-method-pattern/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docspatternsgeneric-method-pattern><span>Generic Method</span></a>
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<a href=/docs/patterns/no-series/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docspatternsno-series><span>No. Series</span></a>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsbestpractices-li>
<a href=/docs/bestpractices/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsbestpractices><span>Best Practices</span></a>
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@ -156,9 +142,7 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/bestpractices/variable-naming/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsbestpracticesvariable-naming><span>Variable Naming</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsbestpracticesvariables-declarations-order-li>
<a href=/docs/bestpractices/variables-declarations-order/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsbestpracticesvariables-declarations-order><span>Variables Declarations Order</span></a>
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<a href=/docs/navpatterns/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns><span>NAV Patterns Archive</span></a>
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@ -173,9 +157,7 @@ Meet the Pattern It should be possible to change which document report object sh
<ul class="ul-4 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternsblocked-entitydata-driven-blocked-entity-li>
<a href=/docs/navpatterns/patterns/blocked-entity/data-driven-blocked-entity/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsblocked-entitydata-driven-blocked-entity><span>Data Driven Blocked Entity</span></a>
</li>
</ul>
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<a href=/docs/navpatterns/patterns/cached-web-service-calls/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternscached-web-service-calls><span>Cached Web Server Calls</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsconditional-cascading-update-li>
<a href=/docs/navpatterns/patterns/conditional-cascading-update/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsconditional-cascading-update><span>Conditional Cascading Update</span></a>
@ -230,9 +212,7 @@ Meet the Pattern It should be possible to change which document report object sh
<ul class="ul-4 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternsnet-exception-handling-in-caltryfunction-net-exception-handling-in-cal-li>
<a href=/docs/navpatterns/patterns/net-exception-handling-in-cal/tryfunction-net-exception-handling-in-cal/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsnet-exception-handling-in-caltryfunction-net-exception-handling-in-cal><span>TryFunction NET Exception Handling in CAL</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsno-series-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsno-series-li>
<a href=/docs/navpatterns/patterns/no-series/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsno-series><span>No Series</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatternspatternsnotifications-li>
<a href=/docs/navpatterns/patterns/notifications/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatternspatternsnotifications><span>Notifications</span></a>
@ -241,9 +221,7 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/navpatterns/patterns/notifications/in-context-notifications/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsnotificationsin-context-notifications><span>In-context Notifications</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternsnotificationsnotification-lifecycle-management-pattern-li>
<a href=/docs/navpatterns/patterns/notifications/notification-lifecycle-management-pattern/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsnotificationsnotification-lifecycle-management-pattern><span>Notification Lifecycle Management Pattern</span></a>
</li>
</ul>
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</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsobserver-li>
<a href=/docs/navpatterns/patterns/observer/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsobserver><span>Observer</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsposting-routine-select-behavior-li>
<a href=/docs/navpatterns/patterns/posting-routine-select-behavior/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsposting-routine-select-behavior><span>Posting Routine - Select Behavior</span></a>
@ -258,9 +236,7 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/navpatterns/patterns/queries/use-queries-to-detect-duplicate-records/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsqueriesuse-queries-to-detect-duplicate-records><span>Use Queries to Detect Duplicate Records</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternsqueriesuse-queries-to-replace-nested-loops-li>
<a href=/docs/navpatterns/patterns/queries/use-queries-to-replace-nested-loops/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsqueriesuse-queries-to-replace-nested-loops><span>Use Queries to Replace Nested Loops</span></a>
</li>
</ul>
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</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsread-once-initialization-and-validation-li>
<a href=/docs/navpatterns/patterns/read-once-initialization-and-validation/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsread-once-initialization-and-validation><span>Read-once Initialization and Validation</span></a>
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<a href=/docs/navpatterns/patterns/released-entity/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsreleased-entity><span>Released Entity</span></a>
@ -279,9 +255,7 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/navpatterns/patterns/security/4-masked-text/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssecurity4-masked-text><span>Masked Text</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternssecurity5-ssl-in-nav-li>
<a href=/docs/navpatterns/patterns/security/5-ssl-in-nav/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssecurity5-ssl-in-nav><span>SSL in NAV</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternssetup-specificity-fallback-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternssetup-specificity-fallback-li>
<a href=/docs/navpatterns/patterns/setup-specificity-fallback/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssetup-specificity-fallback><span>Setup Specificity Fallback</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternssilent-file-upload-and-download-li>
<a href=/docs/navpatterns/patterns/silent-file-upload-and-download/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssilent-file-upload-and-download><span>Silent File Upload and Download</span></a>
@ -297,11 +271,7 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/navpatterns/patterns/singleton/singleton-table/cue-table/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssingletonsingleton-tablecue-table><span>Cue Table</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatternspatternssingletonsingleton-tablesetup-table-li>
<a href=/docs/navpatterns/patterns/singleton/singleton-table/setup-table/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternssingletonsingleton-tablesetup-table><span>Setup Table</span></a>
</li>
</ul>
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</ul>
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</li></ul></li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsstandard-journal-li>
<a href=/docs/navpatterns/patterns/standard-journal/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsstandard-journal><span>Standard Journal</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternstemporary-dataset-report-li>
<a href=/docs/navpatterns/patterns/temporary-dataset-report/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternstemporary-dataset-report><span>Temporary Dataset Report</span></a>
@ -311,18 +281,14 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/navpatterns/patterns/transfer-custom-fields/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternstransfer-custom-fields><span>Transfer Custom Fields</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child" id=m-docsnavpatternspatternsvariant-facade-li>
<a href=/docs/navpatterns/patterns/variant-facade/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatternspatternsvariant-facade><span>Variant Facade</span></a>
</li>
</ul>
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</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatterns2-anti-patterns-li>
<a href=/docs/navpatterns/2-anti-patterns/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns2-anti-patterns><span>2. Anti-Patterns</span></a>
<ul class="ul-3 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns2-anti-patternsnav-upgrade-li>
<a href=/docs/navpatterns/2-anti-patterns/nav-upgrade/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns2-anti-patternsnav-upgrade><span>Nav Upgrade</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns2-anti-patternsreusable-bugs-li>
<a href=/docs/navpatterns/2-anti-patterns/reusable-bugs/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns2-anti-patternsreusable-bugs><span>Reusable Bugs</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatterns3-cal-coding-guidelines-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child" id=m-docsnavpatterns3-cal-coding-guidelines-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns3-cal-coding-guidelines><span>3. CAL Coding Guidelines</span></a>
<ul class="ul-3 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesdesign-li>
@ -356,18 +322,14 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/navpatterns/3-cal-coding-guidelines/design/variable-capacity-mismatch/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesdesignvariable-capacity-mismatch><span>Variable Capacity Mismatch</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesdesignwith-scope-name-collision-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/design/with-scope-name-collision/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesdesignwith-scope-name-collision><span>WITH Scope Name Collision</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesinternally-used-dot-net-types-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesinternally-used-dot-net-types-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/internally-used-dot-net-types/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesinternally-used-dot-net-types><span>Internally used DotNet Types</span></a>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesinternationalization-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/internationalization/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns3-cal-coding-guidelinesinternationalization><span>Internationalization</span></a>
<ul class="ul-4 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelinesinternationalizationusing-calcdate-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/internationalization/using-calcdate/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesinternationalizationusing-calcdate><span>Using Calcdate</span></a>
</li>
</ul>
</li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child collapse" id=m-docsnavpatterns3-cal-coding-guidelineslocalizability-li>
</li></ul></li><li class="td-sidebar-nav__section-title td-sidebar-nav__section with-child collapse" id=m-docsnavpatterns3-cal-coding-guidelineslocalizability-li>
<a href=/docs/navpatterns/3-cal-coding-guidelines/localizability/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns3-cal-coding-guidelineslocalizability><span>Localizability</span></a>
<ul class="ul-4 foldable">
<li class="td-sidebar-nav__section-title td-sidebar-nav__section without-child collapse" id=m-docsnavpatterns3-cal-coding-guidelineslocalizabilitycaptionml-for-system-tables-li>
@ -380,9 +342,7 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/navpatterns/3-cal-coding-guidelines/localizability/use-text-constants/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelineslocalizabilityuse-text-constants><span>Use Text Constants</span></a>
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<a href=/docs/navpatterns/3-cal-coding-guidelines/readability/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns3-cal-coding-guidelinesreadability><span>Readability</span></a>
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@ -449,9 +409,7 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/navpatterns/3-cal-coding-guidelines/readability/variable-naming/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docsnavpatterns3-cal-coding-guidelinesreadabilityvariable-naming><span>Variable Naming</span></a>
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@ -462,11 +420,7 @@ Meet the Pattern It should be possible to change which document report object sh
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<a href=/docs/navpatterns/4-get-involved/ class="align-left pl-0 td-sidebar-link td-sidebar-link__section" id=m-docsnavpatterns4-get-involved><span>(OLD) Get Involved</span></a>
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@ -475,13 +429,9 @@ Meet the Pattern It should be possible to change which document report object sh
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@ -497,27 +447,14 @@ Meet the Pattern It should be possible to change which document report object sh
<a href=/docs/contributing/installhugo/manuallyonwindows11/ class="align-left pl-0 td-sidebar-link td-sidebar-link__page" id=m-docscontributinginstallhugomanuallyonwindows11><span>Manually on Windows 11</span></a>
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<h1>Report Selection</h1>
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<h1>Report Selection</h1><header class=article-meta>
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<p>From the PRS workshop at NAVTechDays 2013, this pattern was written by 2 work groups</p>
<p>Group 1: Dale Gauci & Kimberly Congleton</p>
<p>Group 2: Jens Winberg, Tim Grant, Alen Tot</p>
<p>Thanks to Tim Grant who had merged the two patterns, corrected, sent for review and finalized them.</p>
<h2 id=meet-the-pattern>Meet the Pattern</h2>
<p>It should be possible to change which document report object should be used when printing. This configuration can be stored in one place (Report Selection) and available at configuration time. In this situation, the code for printing records can remain the same.</p>
<p>The purpose of this pattern is to describe the process to implement a reports selection by retrieving the specific <strong>Document Header</strong>, determining which type of document is related to it in the <strong>Report Selection Screen</strong>, and call the report which needs to be printed by passing the specific document header. This specifies the reports that you can print when you work with the various documents for sales and purchases, such as orders, quotes, invoices, and credit memos.</p>
<h2 id=know-the-pattern>Know the Pattern</h2>
<p>The program can preselect which report will be printed when you print from various types of purchase and sales headers. For example, on an order, the <strong>Order Confirmation</strong> report is automatically printed.</p>
<p>The <strong>Report Selection</strong> table contains the specification of which report will be printed in different situations. The <strong>Report Selection</strong> table also contains the report ID and report name for the report that will be printed when the user works with a given document type.</p>
<p>The user can, of course, choose to have the program print a different report than the preselected one. You can also add reports to the <strong>Report Selection</strong> table to have the program print more than one report per document type.</p>
<p>This pattern should be used when the user needs to print a new type of document which can have different report layouts, or when the user needs to print several different reports in sequence. This can also be used during a new post and print routine, a test report for journal posting or for re-printing a posted document. Using this pattern will minimize code by allowing a flexible means of specifying different reports to print, instead of hard-coding a report id when printing a document.</p>
<h2 id=use-the-pattern>Use the Pattern</h2>
<p>The Report Selection Pattern involves the <strong>Report Selection</strong> table as the central configuration element also with the <strong>Report Selection</strong> Page. The table is used in 4 generic functional workflows:</p>
<ol>
<li>Test Print un-posted</li>
</ol>
<p>If the Report Selection is related to a Test Report relating to a Document:</p>
<ul>
<li>The Document&rsquo;s Page including Printing Actions</li>
<li>Test Report-Print Codeunit 228</li>
</ul>
<ol start=2>
<li>Print un-posted. If the Report Selection is related to an existing Document (un-posted):</li>
</ol>
<ul>
<li>The Document&rsquo;s Page (Document / List) including the Printing Actions</li>
<li>The Document-Print Codeunit 229 is used atomically to use the document type in the generic Sales Header table before the report selection is found.</li>
</ul>
<ol start=3>
<li>Print while posting. If the Document is printed at the point of posting then:</li>
</ol>
<ul>
<li>The Document&rsquo;s Post + Print Codeunit (82 or 92), with the related <strong>GetReport</strong> and <strong>PrintReport</strong> functions.</li>
</ul>
<ol start=4>
<li>Print after posting. If the Report Selection is related to an existing Document (posted):</li>
</ol>
<ul>
<li>The specific document related posted header table is used along with a typical function: <strong>PrintRecords</strong> within the respective table.</li>
</ul>
<h2 id=example>Example</h2>
<p>Sales Document (Invoice)</p>
<p>Pre-conditions</p>
<ul>
<li>The document header/lines table is present and there is a report which has a parent DataItem linked to this document.</li>
<li>A document and list page is present and related to the document.</li>
<li>A post and print Codeunit exists for the document.</li>
</ul>
<p>Implementation:</p>
<ul>
<li>Add a new <strong>Option String</strong> to the <strong>Report Selection</strong> table, <strong>Usage</strong> field (including any ML Captions).</li>
<li>Calling of <strong>GetReport</strong> function, passing the document header.</li>
</ul>
<div class=highlight><pre tabindex=0 style=background-color:#f8f8f8;-moz-tab-size:4;-o-tab-size:4;tab-size:4><code class=language-al data-lang=al>SalesSetup<span style=color:#ce5c00;font-weight:700>.</span>GET<span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline></span><span style=color:#204a87;font-weight:700>IF</span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesSetup<span style=color:#ce5c00;font-weight:700>.</span>&#34;Post &amp; Print with ob Queue&#34;<span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>THEN</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesPostViaobQueue<span style=color:#ce5c00;font-weight:700>.</span>EnqueueSalesDoc<span style=color:#ce5c00;font-weight:700>(</span>SalesHeader<span style=color:#ce5c00;font-weight:700>)
</span><span style=color:#ce5c00;font-weight:700></span><span style=color:#204a87;font-weight:700>ELSE</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>BEGIN</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>CODEUNIT</span><span style=color:#ce5c00;font-weight:700>.</span>RUN<span style=color:#ce5c00;font-weight:700>(</span><span style=color:#204a87;font-weight:700>CODEUNIT</span><span style=color:#000;font-weight:700>::</span>&#34;Sales-Post&#34;<span style=color:#000;font-weight:700>,</span>SalesHeader<span style=color:#ce5c00;font-weight:700>)</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span>GetReport<span style=color:#ce5c00;font-weight:700>(</span>SalesHeader<span style=color:#ce5c00;font-weight:700>)</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline></span><span style=color:#204a87;font-weight:700>END</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline></span>COMMIT<span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></code></pre></div><ul>
<li>Implementing the new document type within the <strong>GetReport</strong> Function, and calling <strong>PrintReport</strong> with the New OptionString</li>
</ul>
<div class=highlight><pre tabindex=0 style=background-color:#f8f8f8;-moz-tab-size:4;-o-tab-size:4;tab-size:4><code class=language-al data-lang=al>&#34;Document Type&#34;<span style=color:#000;font-weight:700>::</span>Invoice<span style=color:#000;font-weight:700>:</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>BEGIN</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>IF</span><span style=color:#f8f8f8;text-decoration:underline> </span>&#34;Last Posting No.&#34;<span style=color:#f8f8f8;text-decoration:underline> </span>=<span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#4e9a06>&#39;&#39;</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>THEN</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesInvHeader<span style=color:#ce5c00;font-weight:700>.</span>&#34;No.&#34;<span style=color:#ce5c00;font-weight:700>:=</span><span style=color:#f8f8f8;text-decoration:underline> </span>&#34;No.&#34;<span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>ELSE</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesInvHeader<span style=color:#ce5c00;font-weight:700>.</span>&#34;No.&#34;<span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#ce5c00;font-weight:700>:=</span><span style=color:#f8f8f8;text-decoration:underline> </span>&#34;Last Posting No.&#34;<span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesInvHeader<span style=color:#ce5c00;font-weight:700>.</span>SETRECFILTER<span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span>PrintReport<span style=color:#ce5c00;font-weight:700>(</span>ReportSelection<span style=color:#ce5c00;font-weight:700>.</span>Usage<span style=color:#000;font-weight:700>::</span>&#34;S.Invoice&#34;<span style=color:#ce5c00;font-weight:700>)</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>END</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></code></pre></div><ul>
<li>Implement the new Document Type and calling the associated report ID, passing the document header</li>
</ul>
<h2 id=nav-usages>NAV Usages</h2>
<ul>
<li>Codeunits 82, 92, for post and printing purchase and sales documents</li>
<li>Codeunit 229 for Document printing</li>
<li>Header Tables 110, 112, 114, 120, 122, 124, 295, 297, 302, 304. 5744, 5746, 6650, 6660</li>
</ul>
<p>This pattern is already used for printing documents like sales invoices, proforma, waybills, Finance Charge Memos, Receipt Documents.</p>
<h2 id=ideas-for-improvement>Ideas for improvement</h2>
<p>The &ldquo;Usage&rdquo; Field could be more dynamic through a setup field linked to a document type table mapped to the document header Table ID.</p>
<p>Report Selection table is currently based on the Usage of the report to be defined. A more generic way could be to only select what record id the printing selection is based on could also be implemented. (I think this means Recordref and Table Number could be used to identify the posted tables)</p>
<p>The Report Selection matrix could be evolved to accommodate the Journal post & print configuration. This setup currently resides in the Gen. Journal Template table.</p>
<p>Merge the <strong>PrintReport</strong> functions in the purchase and sales post printing functions (82, 92) into a more atomic print selection component.</p>
<p>Merge the <strong>PrintRecords</strong> functions in the separate posted header tables into a more atomic print selection component.</p>
<h2 id=related-patterns>Related Patterns</h2>
<ul>
<li>Posting Routine Pattern (Journal/Document)</li>
<li>Post Batch Routine Pattern</li>
</ul>
<div class="text-muted mt-5 pt-3 border-top">
<h5 class=taxonomy-title>Tags:</h5><ul class=taxonomy-terms>
<li><a class=taxonomy-term href=https://alguidelines.dev/tags/c/al/ data-taxonomy-term=c/al><span class=taxonomy-label>C/AL</span></a></li></ul></div><div class="taxonomy taxonomy-terms-article taxo-categories">
<h5 class=taxonomy-title>Categories:</h5><ul class=taxonomy-terms>
<li><a class=taxonomy-term href=https://alguidelines.dev/categories/pattern/ data-taxonomy-term=pattern><span class=taxonomy-label>Pattern</span></a></li></ul></div></header><p>From the PRS workshop at NAVTechDays 2013, this pattern was written by 2 work groups</p><p>Group 1: Dale Gauci & Kimberly Congleton</p><p>Group 2: Jens Winberg, Tim Grant, Alen Tot</p><p>Thanks to Tim Grant who had merged the two patterns, corrected, sent for review and finalized them.</p><h2 id=meet-the-pattern>Meet the Pattern</h2><p>It should be possible to change which document report object should be used when printing. This configuration can be stored in one place (Report Selection) and available at configuration time. In this situation, the code for printing records can remain the same.</p><p>The purpose of this pattern is to describe the process to implement a reports selection by retrieving the specific <strong>Document Header</strong>, determining which type of document is related to it in the <strong>Report Selection Screen</strong>, and call the report which needs to be printed by passing the specific document header. This specifies the reports that you can print when you work with the various documents for sales and purchases, such as orders, quotes, invoices, and credit memos.</p><h2 id=know-the-pattern>Know the Pattern</h2><p>The program can preselect which report will be printed when you print from various types of purchase and sales headers. For example, on an order, the <strong>Order Confirmation</strong> report is automatically printed.</p><p>The <strong>Report Selection</strong> table contains the specification of which report will be printed in different situations. The <strong>Report Selection</strong> table also contains the report ID and report name for the report that will be printed when the user works with a given document type.</p><p>The user can, of course, choose to have the program print a different report than the preselected one. You can also add reports to the <strong>Report Selection</strong> table to have the program print more than one report per document type.</p><p>This pattern should be used when the user needs to print a new type of document which can have different report layouts, or when the user needs to print several different reports in sequence. This can also be used during a new post and print routine, a test report for journal posting or for re-printing a posted document. Using this pattern will minimize code by allowing a flexible means of specifying different reports to print, instead of hard-coding a report id when printing a document.</p><h2 id=use-the-pattern>Use the Pattern</h2><p>The Report Selection Pattern involves the <strong>Report Selection</strong> table as the central configuration element also with the <strong>Report Selection</strong> Page. The table is used in 4 generic functional workflows:</p><ol>
<li>Test Print un-posted</li></ol><p>If the Report Selection is related to a Test Report relating to a Document:</p><ul>
<li>The Document&rsquo;s Page including Printing Actions</li><li>Test Report-Print Codeunit 228</li></ul><ol start=2>
<li>Print un-posted. If the Report Selection is related to an existing Document (un-posted):</li></ol><ul>
<li>The Document&rsquo;s Page (Document / List) including the Printing Actions</li><li>The Document-Print Codeunit 229 is used atomically to use the document type in the generic Sales Header table before the report selection is found.</li></ul><ol start=3>
<li>Print while posting. If the Document is printed at the point of posting then:</li></ol><ul>
<li>The Document&rsquo;s Post + Print Codeunit (82 or 92), with the related <strong>GetReport</strong> and <strong>PrintReport</strong> functions.</li></ul><ol start=4>
<li>Print after posting. If the Report Selection is related to an existing Document (posted):</li></ol><ul>
<li>The specific document related posted header table is used along with a typical function: <strong>PrintRecords</strong> within the respective table.</li></ul><h2 id=example>Example</h2><p>Sales Document (Invoice)</p><p>Pre-conditions</p><ul>
<li>The document header/lines table is present and there is a report which has a parent DataItem linked to this document.</li><li>A document and list page is present and related to the document.</li><li>A post and print Codeunit exists for the document.</li></ul><p>Implementation:</p><ul>
<li>Add a new <strong>Option String</strong> to the <strong>Report Selection</strong> table, <strong>Usage</strong> field (including any ML Captions).</li><li>Calling of <strong>GetReport</strong> function, passing the document header.</li></ul><div class=highlight><pre tabindex=0 style=background-color:#f8f8f8;-moz-tab-size:4;-o-tab-size:4;tab-size:4><code class=language-al data-lang=al><span style=display:flex><span>SalesSetup<span style=color:#ce5c00;font-weight:700>.</span>GET<span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline></span><span style=color:#204a87;font-weight:700>IF</span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesSetup<span style=color:#ce5c00;font-weight:700>.</span>&#34;Post &amp; Print with ob Queue&#34;<span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>THEN</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesPostViaobQueue<span style=color:#ce5c00;font-weight:700>.</span>EnqueueSalesDoc<span style=color:#ce5c00;font-weight:700>(</span>SalesHeader<span style=color:#ce5c00;font-weight:700>)
</span></span></span><span style=display:flex><span><span style=color:#ce5c00;font-weight:700></span><span style=color:#204a87;font-weight:700>ELSE</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>BEGIN</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>CODEUNIT</span><span style=color:#ce5c00;font-weight:700>.</span>RUN<span style=color:#ce5c00;font-weight:700>(</span><span style=color:#204a87;font-weight:700>CODEUNIT</span><span style=color:#000;font-weight:700>::</span>&#34;Sales-Post&#34;<span style=color:#000;font-weight:700>,</span>SalesHeader<span style=color:#ce5c00;font-weight:700>)</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span>GetReport<span style=color:#ce5c00;font-weight:700>(</span>SalesHeader<span style=color:#ce5c00;font-weight:700>)</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline></span><span style=color:#204a87;font-weight:700>END</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline></span>COMMIT<span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span></code></pre></div><ul>
<li>Implementing the new document type within the <strong>GetReport</strong> Function, and calling <strong>PrintReport</strong> with the New OptionString</li></ul><div class=highlight><pre tabindex=0 style=background-color:#f8f8f8;-moz-tab-size:4;-o-tab-size:4;tab-size:4><code class=language-al data-lang=al><span style=display:flex><span>&#34;Document Type&#34;<span style=color:#000;font-weight:700>::</span>Invoice<span style=color:#000;font-weight:700>:</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>BEGIN</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>IF</span><span style=color:#f8f8f8;text-decoration:underline> </span>&#34;Last Posting No.&#34;<span style=color:#f8f8f8;text-decoration:underline> </span>=<span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#4e9a06>&#39;&#39;</span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>THEN</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesInvHeader<span style=color:#ce5c00;font-weight:700>.</span>&#34;No.&#34;<span style=color:#ce5c00;font-weight:700>:=</span><span style=color:#f8f8f8;text-decoration:underline> </span>&#34;No.&#34;<span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>ELSE</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesInvHeader<span style=color:#ce5c00;font-weight:700>.</span>&#34;No.&#34;<span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#ce5c00;font-weight:700>:=</span><span style=color:#f8f8f8;text-decoration:underline> </span>&#34;Last Posting No.&#34;<span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span>SalesInvHeader<span style=color:#ce5c00;font-weight:700>.</span>SETRECFILTER<span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span>PrintReport<span style=color:#ce5c00;font-weight:700>(</span>ReportSelection<span style=color:#ce5c00;font-weight:700>.</span>Usage<span style=color:#000;font-weight:700>::</span>&#34;S.Invoice&#34;<span style=color:#ce5c00;font-weight:700>)</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span><span style=display:flex><span><span style=color:#f8f8f8;text-decoration:underline> </span><span style=color:#204a87;font-weight:700>END</span><span style=color:#000;font-weight:700>;</span><span style=color:#f8f8f8;text-decoration:underline>
</span></span></span></code></pre></div><ul>
<li>Implement the new Document Type and calling the associated report ID, passing the document header</li></ul><h2 id=nav-usages>NAV Usages</h2><ul>
<li>Codeunits 82, 92, for post and printing purchase and sales documents</li><li>Codeunit 229 for Document printing</li><li>Header Tables 110, 112, 114, 120, 122, 124, 295, 297, 302, 304. 5744, 5746, 6650, 6660</li></ul><p>This pattern is already used for printing documents like sales invoices, proforma, waybills, Finance Charge Memos, Receipt Documents.</p><h2 id=ideas-for-improvement>Ideas for improvement</h2><p>The &ldquo;Usage&rdquo; Field could be more dynamic through a setup field linked to a document type table mapped to the document header Table ID.</p><p>Report Selection table is currently based on the Usage of the report to be defined. A more generic way could be to only select what record id the printing selection is based on could also be implemented. (I think this means Recordref and Table Number could be used to identify the posted tables)</p><p>The Report Selection matrix could be evolved to accommodate the Journal post & print configuration. This setup currently resides in the Gen. Journal Template table.</p><p>Merge the <strong>PrintReport</strong> functions in the purchase and sales post printing functions (82, 92) into a more atomic print selection component.</p><p>Merge the <strong>PrintRecords</strong> functions in the separate posted header tables into a more atomic print selection component.</p><h2 id=related-patterns>Related Patterns</h2><ul>
<li>Posting Routine Pattern (Journal/Document)</li><li>Post Batch Routine Pattern</li></ul><div class="text-muted mt-5 pt-3 border-top">
Last modified February 24, 2022: <a href=https://github.com/microsoft/alguidelines/commit/5ee0436639455a35835c5ce88241d3fad662ee06>Added tags & categories + cleanup (5ee04366)</a>
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