Print multiple Purchase Orders from AX (Dynamics 365 for operations)

It is a common requirement for many companies that the print out of the Purchase Order. The option of printing multiple purchase orders (or any other Business documents such as Sales Order, Invoice etc.,) is available in AX.

This can be achieved using the Print Management settings in AX. Below I am going to show you the setup required for the setting up Print Management to generate Purchase order as a PDF format (alternatively it can be directly sent to printer).

First things first. We need to setup the Print Management settings for the Purchase Order as below.

Go to Accounts Payable > Setup > Forms > Form setup

 

The form setup page is opened as below. Click on the Print Management button as highlighted below:

The Print Management for is opened as below. in the below form under the Purchase order select printout type (in our case : Original) and this shows the properties on the right hand side.

In the highlighted Tab "Destination", The current destination is "Default" this is where we need to change to achieve the required goal.

 

Click on the Arrow shown and it will display options as below. In the options select the "Printer Setup"  as shown below:

This will open the "Print destination settings" dialog box. This is a familiar dialog box for many of us. In this box on the left side, choose Printer (as below):

I am selecting the Printer as "Microsoft Print to PDF" as in my case, I wanted to print the Purchase order into a PDF and Click "OK"

You may choose a different printer as is required. The print management functionality can also be used to send Purchase Order via Email. You may choose different options as per your business needs.

Once the setup is done, the destination is changed to "Printer: Microsoft Print to PDF" as below

With this setup is completed. Now we need to go to the Confirmed Purchase orders, which lists down all the Confirmed POs:

Navigate to  "Procurement and sourcing >Purchase orders >Purchase order confirmation >Purchase order confirmations". This opens the Purchase order confirmations form as below

from the list, Select all the Purchase Orders to be printed:

Click on the "User Print Management" option in the screen above and that's it, the selected Purchase orders are printed as separate PDF files and the prompt asks us for the location to where the file needs to be saved.

The same process can be applied to any type of Business document and I hope this article is useful for your AX implementation

A new and integrated approach to future - Microsoft Dynamics 365

Effective 1st November 2016, Microsoft starts rolling out Dynamics 365 an integrated and connected cloud based business platform that can be integrated with On premise apps or solutions and cloud based offerings to deliver an integrated offering to meet all sorts of business needs.
The Dynamics 365 is essentially bifurcated into two solutions one for larger enterprises (Microsoft Dynamics 365 Enterprise edition) and the other for small and medium enterprises (Microsoft Dynamics 365 Business edition) and the power apps (individual solution offerings) available under each option are as below:

 

The Business edition comes packaged primarily with the erstwhile Microsoft Dynamics CRM & Microsoft's mid-sized ERP Microsoft Dynamics NAV (upgraded through Project Madeira)
The Enterprise edition includes Microsoft Dynamics AX & Microsoft Dynamics CRM among the other power apps.

The enterprises whose requirements are not met with the above groupings can also shop these apps a la carte by choosing the apps most relevant for their respective needs.

I strongly believe this as a major contribution from Microsoft in making the world a "Global interconnected village". As the businesses start expanding and becoming "larger than life" entities, it has become a necessity that this large size and scale requires to be belled (quote: "Belling the cat") and this can only be done by integrating the communications from all corners of the business and addressing the needs in a better fashion.

Although Microsoft Dynamics 365 is quite exciting, it may take a while to break the market stigma and enter the actual usage and a while more to unsettle the comfort zones of users used to the neo traditional "what we see is what we have" model.

It may also be challenging that few countries with strong statutes against cloud based models would come out in open to accept the change in the making.

Let's welcome this change and support Microsoft better deliver on Microsoft Dynamics 365


You might also want to watch the full video of the Microsoft's vision for Business transformation below: