Table of Contents

Table "Document Sending Profile"

ID 60
Namespace: Microsoft.Foundation.Reporting

Properties

Name Value
Caption Document Sending Profile
LookupPageID Page Microsoft.Foundation.Reporting."Document Sending Profiles"
DataClassification CustomerContent

Fields

Name Type Description
Code Code[20]

Specifies a code to identify the document sending method in the system.

Description Text[100]

Specifies the document sending format.

Printer Option

Specifies if and how the document is printed when you choose the Post and Send button. If you choose the Yes (Prompt for Settings) option, the document is printed according to settings that you must make on the printer setup dialog.

"E-Mail" Option

Specifies if and how the document is attached as a PDF file to an email to the involved customer when you choose the Post and Send button. If you choose the Yes (Prompt for Settings) option, the document is attached to an email according to settings that you must make in the Send Email window.

"E-Mail Attachment" Enum Microsoft.Foundation.Reporting."Document Sending Profile Attachment Type"

Specifies the type of file to attach.

"E-Mail Format" Code[20]

Specifies how customers are set up with their preferred method of sending sales documents.

Disk Enum Microsoft.Foundation.Reporting."Doc. Sending Profile Disk"

Specify if the document is saved as a PDF file when you choose the Post and Send button.

"Disk Format" Code[20]

Specifies the format of the electronic document.

"Electronic Document" Enum Microsoft.Foundation.Reporting."Doc. Sending Profile Elec.Doc."

Specifies if the document is sent as an electronic document that the customer can import into their system when you choose the Post and Send button. To use this option, you must also fill the Electronic Format field. Alternatively, the file can be saved to disk.

"Electronic Format" Code[20]

Specifies which format to use for electronic document sending. You must fill this field if you selected the Silent option in the Electronic Document field.

Default Boolean

Specifies if this document sending method will be used as the default method for all customers.

"Send To" Enum Microsoft.Foundation.Reporting."Doc. Sending Profile Send To"
Usage Enum Microsoft.Foundation.Reporting."Document Sending Profile Usage"
"One Related Party Selected" Boolean
"Combine Email Documents" Boolean

Merge selected documents into a single PDF file when you send the documents by email or print them. For example, this reduces the number of documents the recipient must process.

SystemId Guid
SystemCreatedAt DateTime
SystemCreatedBy Guid
SystemModifiedAt DateTime
SystemModifiedBy Guid
SystemCreatedByUserName Text[50]
SystemCreatedByFullName Text[80]
SystemModifiedByUserName Text[50]
SystemModifiedByFullName Text[80]
SystemRowVersion BigInteger

Methods

GetDefaultForCustomer

procedure GetDefaultForCustomer(CustomerNo: Code[20]; var DocumentSendingProfile: Record "Document Sending Profile")

Parameters

Name Type Description
CustomerNo Code[20]
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"

GetDefaultForVendor

procedure GetDefaultForVendor(VendorNo: Code[20]; var DocumentSendingProfile: Record "Document Sending Profile")

Parameters

Name Type Description
VendorNo Code[20]
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"

GetDefault

procedure GetDefault(var DefaultDocumentSendingProfile: Record "Document Sending Profile")

Parameters

Name Type Description
DefaultDocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"

GetRecordAsText

procedure GetRecordAsText(): Text

Returns

Type Description
Text

WillUserBePrompted

procedure WillUserBePrompted(): Boolean

Returns

Type Description
Boolean

SetDocumentUsage

procedure SetDocumentUsage(DocumentVariant: Variant)

Parameters

Name Type Description
DocumentVariant Variant

VerifySelectedOptionsValid

procedure VerifySelectedOptionsValid()

LookupProfile

procedure LookupProfile(CustNo: Code[20]; Multiselection: Boolean; ShowDialog: Boolean): Boolean

Parameters

Name Type Description
CustNo Code[20]
Multiselection Boolean
ShowDialog Boolean

Returns

Type Description
Boolean

LookUpProfileVendor

procedure LookUpProfileVendor(VendorNo: Code[20]; Multiselection: Boolean; ShowDialog: Boolean): Boolean

Parameters

Name Type Description
VendorNo Code[20]
Multiselection Boolean
ShowDialog Boolean

Returns

Type Description
Boolean

SendCustomerRecords

procedure SendCustomerRecords(ReportUsage: Integer; RecordVariant: Variant; DocName: Text[150]; CustomerNo: Code[20]; DocumentNo: Code[20]; CustomerFieldNo: Integer; DocumentFieldNo: Integer)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocName Text[150]
CustomerNo Code[20]
DocumentNo Code[20]
CustomerFieldNo Integer
DocumentFieldNo Integer

SendVendorRecords

procedure SendVendorRecords(ReportUsage: Integer; RecordVariant: Variant; DocName: Text[150]; VendorNo: Code[20]; DocumentNo: Code[20]; VendorFieldNo: Integer; DocumentFieldNo: Integer)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocName Text[150]
VendorNo Code[20]
DocumentNo Code[20]
VendorFieldNo Integer
DocumentFieldNo Integer

Send

procedure Send(ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; ToCust: Code[20]; DocName: Text[150]; CustomerFieldNo: Integer; DocumentNoFieldNo: Integer)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocNo Code[20]
ToCust Code[20]
DocName Text[150]
CustomerFieldNo Integer
DocumentNoFieldNo Integer

SendVendor

procedure SendVendor(ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; ToVendor: Code[20]; DocName: Text[150]; VendorNoFieldNo: Integer; DocumentNoFieldNo: Integer)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocNo Code[20]
ToVendor Code[20]
DocName Text[150]
VendorNoFieldNo Integer
DocumentNoFieldNo Integer

TrySendToPrinter

procedure TrySendToPrinter(ReportUsage: Integer; RecordVariant: Variant; CustomerFieldNo: Integer; ShowDialog: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
CustomerFieldNo Integer
ShowDialog Boolean

TrySendToPrinterVendor

procedure TrySendToPrinterVendor(ReportUsage: Integer; RecordVariant: Variant; VendorNoFieldNo: Integer; ShowDialog: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
VendorNoFieldNo Integer
ShowDialog Boolean

TrySendToEMail

procedure TrySendToEMail(ReportUsage: Integer; RecordVariant: Variant; DocumentNoFieldNo: Integer; DocName: Text[150]; CustomerFieldNo: Integer; ShowDialog: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocumentNoFieldNo Integer
DocName Text[150]
CustomerFieldNo Integer
ShowDialog Boolean

TrySendToEMailGroupedMultipleSelection

procedure TrySendToEMailGroupedMultipleSelection(ReportUsage: Enum "Report Selection Usage"; RecordVariant: Variant; DocumentNoFieldNo: Integer; DocName: Text[150]; CustomerVendorFieldNo: Integer; IsCustomer: Boolean)

Parameters

Name Type Description
ReportUsage Enum Microsoft.Foundation.Reporting."Report Selection Usage"
RecordVariant Variant
DocumentNoFieldNo Integer
DocName Text[150]
CustomerVendorFieldNo Integer
IsCustomer Boolean

SendToVAN

procedure SendToVAN(RecordVariant: Variant)

Parameters

Name Type Description
RecordVariant Variant

SendToPrinter

procedure SendToPrinter(ReportUsage: Enum "Report Selection Usage"; RecordVariant: Variant; CustomerNoFieldNo: Integer)

Parameters

Name Type Description
ReportUsage Enum Microsoft.Foundation.Reporting."Report Selection Usage"
RecordVariant Variant
CustomerNoFieldNo Integer

SendToDisk

procedure SendToDisk(ReportUsage: Enum "Report Selection Usage"; RecordVariant: Variant; DocNo: Code[20]; DocName: Text; ToCust: Code[20])

Parameters

Name Type Description
ReportUsage Enum Microsoft.Foundation.Reporting."Report Selection Usage"
RecordVariant Variant
DocNo Code[20]
DocName Text
ToCust Code[20]

GetOfficeAddinDefault

procedure GetOfficeAddinDefault(var TempDocumentSendingProfile: Record "Document Sending Profile" temporary; CanAttach: Boolean)

Parameters

Name Type Description
TempDocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
CanAttach Boolean

ProfileSelectionMethodDialog

procedure ProfileSelectionMethodDialog(var ProfileSelectionMethod: Option; IsCustomer: Boolean): Boolean

Parameters

Name Type Description
ProfileSelectionMethod Option
IsCustomer Boolean

Returns

Type Description
Boolean

CheckElectronicSendingEnabled

procedure CheckElectronicSendingEnabled()

Events

OnAfterSend

[IntegrationEvent(True,False)]
local procedure OnAfterSend(ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; ToCust: Code[20]; DocName: Text[150]; CustomerFieldNo: Integer; DocumentNoFieldNo: Integer; DocumentSendingProfile: Record "Document Sending Profile")

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocNo Code[20]
ToCust Code[20]
DocName Text[150]
CustomerFieldNo Integer
DocumentNoFieldNo Integer
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"

OnAfterSendCustomerRecords

[IntegrationEvent(False,False)]
local procedure OnAfterSendCustomerRecords(ReportUsage: Integer; RecordVariant: Variant; DocName: Text[150]; CustomerNo: Code[20]; DocumentNo: Code[20]; CustomerFieldNo: Integer; DocumentFieldNo: Integer)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocName Text[150]
CustomerNo Code[20]
DocumentNo Code[20]
CustomerFieldNo Integer
DocumentFieldNo Integer

OnAfterSendVendor

[IntegrationEvent(True,False)]
local procedure OnAfterSendVendor(ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; ToVendor: Code[20]; DocName: Text[150]; VendorNoFieldNo: Integer; DocumentNoFieldNo: Integer; DocumentSendingProfile: Record "Document Sending Profile")

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocNo Code[20]
ToVendor Code[20]
DocName Text[150]
VendorNoFieldNo Integer
DocumentNoFieldNo Integer
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"

OnAfterSendToEMail

[IntegrationEvent(False,False)]
local procedure OnAfterSendToEMail(var DocumentSendingProfile: Record "Document Sending Profile"; ReportUsage: Enum "Report Selection Usage"; RecordVariant: Variant; DocNo: Code[20]; DocName: Text[150]; ToCust: Code[20]; DocNoFieldNo: Integer; ShowDialog: Boolean)

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
ReportUsage Enum Microsoft.Foundation.Reporting."Report Selection Usage"
RecordVariant Variant
DocNo Code[20]
DocName Text[150]
ToCust Code[20]
DocNoFieldNo Integer
ShowDialog Boolean

OnAfterSendToEmailVendor

[IntegrationEvent(False,False)]
local procedure OnAfterSendToEmailVendor(var DocumentSendingProfile: Record "Document Sending Profile"; ReportUsage: Enum "Report Selection Usage"; RecordVariant: Variant; DocNo: Code[20]; DocName: Text[150]; ToVendor: Code[20]; VendorNoFieldNo: Integer; ShowDialog: Boolean)

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
ReportUsage Enum Microsoft.Foundation.Reporting."Report Selection Usage"
RecordVariant Variant
DocNo Code[20]
DocName Text[150]
ToVendor Code[20]
VendorNoFieldNo Integer
ShowDialog Boolean

OnBeforeCheckShowProfileSelectionMethodDialog

[IntegrationEvent(False,False)]
local procedure OnBeforeCheckShowProfileSelectionMethodDialog(var ProfileSelectionMethod: Option; AccountNo: Code[20]; IsCustomer: Boolean; var Result: Boolean; var IsHandled: Boolean)

Parameters

Name Type Description
ProfileSelectionMethod Option
AccountNo Code[20]
IsCustomer Boolean
Result Boolean
IsHandled Boolean

OnBeforeGetDefaultSendingProfileForCustomerFromLookup

[IntegrationEvent(False,False)]
local procedure OnBeforeGetDefaultSendingProfileForCustomerFromLookup(CustomerNo: Code[20]; var DocumentSendingProfile: Record "Document Sending Profile"; var IsHandled: Boolean)

Parameters

Name Type Description
CustomerNo Code[20]
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
IsHandled Boolean

OnBeforeGetDefaultSendingProfileForVendorFromLookup

[IntegrationEvent(False,False)]
local procedure OnBeforeGetDefaultSendingProfileForVendorFromLookup(VendorNo: Code[20]; var DocumentSendingProfile: Record "Document Sending Profile"; var IsHandled: Boolean)

Parameters

Name Type Description
VendorNo Code[20]
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
IsHandled Boolean

OnBeforeGetRecordAsText

[IntegrationEvent(False,False)]
local procedure OnBeforeGetRecordAsText(DocumentSendingProfile: Record "Document Sending Profile"; var RecordAsText: Text; var Handled: Boolean)

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
RecordAsText Text
Handled Boolean

OnBeforeOnDelete

[IntegrationEvent(False,False)]
local procedure OnBeforeOnDelete(DocumentSendingProfile: Record "Document Sending Profile"; var IsHandled: Boolean)

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
IsHandled Boolean

OnBeforeSend

[IntegrationEvent(True,False)]
local procedure OnBeforeSend(ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; ToCust: Code[20]; DocName: Text[150]; CustomerFieldNo: Integer; DocumentNoFieldNo: Integer; var IsHandled: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocNo Code[20]
ToCust Code[20]
DocName Text[150]
CustomerFieldNo Integer
DocumentNoFieldNo Integer
IsHandled Boolean

OnBeforeSendCustomerRecords

[IntegrationEvent(False,False)]
local procedure OnBeforeSendCustomerRecords(ReportUsage: Integer; RecordVariant: Variant; DocName: Text[150]; CustomerNo: Code[20]; DocumentNo: Code[20]; CustomerFieldNo: Integer; DocumentFieldNo: Integer; var Handled: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocName Text[150]
CustomerNo Code[20]
DocumentNo Code[20]
CustomerFieldNo Integer
DocumentFieldNo Integer
Handled Boolean

OnBeforeSendVendor

[IntegrationEvent(True,False)]
local procedure OnBeforeSendVendor(ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; ToVendor: Code[20]; DocName: Text[150]; VendorNoFieldNo: Integer; DocumentNoFieldNo: Integer; var IsHandled: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocNo Code[20]
ToVendor Code[20]
DocName Text[150]
VendorNoFieldNo Integer
DocumentNoFieldNo Integer
IsHandled Boolean

OnBeforeSendVendorRecords

[IntegrationEvent(False,False)]
local procedure OnBeforeSendVendorRecords(ReportUsage: Integer; RecordVariant: Variant; DocName: Text[150]; VendorNo: Code[20]; DocumentNo: Code[20]; VendorFieldNo: Integer; DocumentFieldNo: Integer; var Handled: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocName Text[150]
VendorNo Code[20]
DocumentNo Code[20]
VendorFieldNo Integer
DocumentFieldNo Integer
Handled Boolean

OnBeforeSendToDisk

[IntegrationEvent(True,False)]
local procedure OnBeforeSendToDisk(ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; DocName: Text; ToCust: Code[20]; var IsHandled: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocNo Code[20]
DocName Text
ToCust Code[20]
IsHandled Boolean

OnBeforeTrySendToPrinter

[IntegrationEvent(False,False)]
local procedure OnBeforeTrySendToPrinter(ReportUsage: Integer; RecordVariant: Variant; CustomerFieldNo: Integer; ShowDialog: Boolean; var Handled: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
CustomerFieldNo Integer
ShowDialog Boolean
Handled Boolean

OnBeforeTrySendToEMail

[IntegrationEvent(False,False)]
local procedure OnBeforeTrySendToEMail(ReportUsage: Integer; RecordVariant: Variant; DocumentNoFieldNo: Integer; DocName: Text[150]; CustomerFieldNo: Integer; var ShowDialog: Boolean; var Handled: Boolean; var IsCustomer: Boolean; var DocumentSendingProfile: Record "Document Sending Profile")

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
DocumentNoFieldNo Integer
DocName Text[150]
CustomerFieldNo Integer
ShowDialog Boolean
Handled Boolean
IsCustomer Boolean
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"

OnCheckElectronicSendingEnabled

[IntegrationEvent(True,False)]
local procedure OnCheckElectronicSendingEnabled(var ExchServiceEnabled: Boolean)

Parameters

Name Type Description
ExchServiceEnabled Boolean

OnGetDocumentName

[IntegrationEvent(False,False)]
local procedure OnGetDocumentName(ReportUsage: Enum "Report Selection Usage"; var DocumentName: Text[150])

Parameters

Name Type Description
ReportUsage Enum Microsoft.Foundation.Reporting."Report Selection Usage"
DocumentName Text[150]

OnGetDefaultOnBeforeDocumentSendingProfileInsert

[IntegrationEvent(False,False)]
local procedure OnGetDefaultOnBeforeDocumentSendingProfileInsert(var DocumentSendingProfile: Record "Document Sending Profile")

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"

OnSendCustomerRecordsOnBeforeLookupProfile

[IntegrationEvent(False,False)]
local procedure OnSendCustomerRecordsOnBeforeLookupProfile(ReportUsage: Integer; RecordVariant: Variant; CustomerNo: Code[20]; var RecRefToSend: RecordRef; SingleCustomerSelected: Boolean; var ShowDialog: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
CustomerNo Code[20]
RecRefToSend RecordRef
SingleCustomerSelected Boolean
ShowDialog Boolean

OnSendVendorRecordsOnBeforeLookupProfile

[IntegrationEvent(False,False)]
local procedure OnSendVendorRecordsOnBeforeLookupProfile(ReportUsage: Integer; RecordVariant: Variant; VendorNo: Code[20]; var RecRefToSend: RecordRef; SingleVendorSelected: Boolean; var ShowDialog: Boolean)

Parameters

Name Type Description
ReportUsage Integer
RecordVariant Variant
VendorNo Code[20]
RecRefToSend RecordRef
SingleVendorSelected Boolean
ShowDialog Boolean

OnBeforeVerifySelectedOptionsValid

[IntegrationEvent(False,False)]
local procedure OnBeforeVerifySelectedOptionsValid(var DocumentSendingProfile: Record "Document Sending Profile"; var IsHandled: Boolean)

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
IsHandled Boolean

OnAfterGetRecordAsText

[IntegrationEvent(False,False)]
local procedure OnAfterGetRecordAsText(DocumentSendingProfile: Record "Document Sending Profile"; var RecordAsText: Text; RecordAsTextFormatterTxt: Text; FieldCaptionContentFormatterTxt: Text)

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
RecordAsText Text
RecordAsTextFormatterTxt Text
FieldCaptionContentFormatterTxt Text

OnBeforeSendToPrinter

[IntegrationEvent(False,False)]
local procedure OnBeforeSendToPrinter(var DocumentSendingProfile: Record "Document Sending Profile"; var ReportSelections: Record "Report Selections"; RecordVariant: Variant)

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
ReportSelections Table Microsoft.Foundation.Reporting."Report Selections"
RecordVariant Variant

OnSendWithReportDistributionManagement

[IntegrationEvent(False,False)]
local procedure OnSendWithReportDistributionManagement(var DocumentSendingProfile: Record "Document Sending Profile"; var SendWithReportDistributionManagement: Boolean)

Parameters

Name Type Description
DocumentSendingProfile Table Microsoft.Foundation.Reporting."Document Sending Profile"
SendWithReportDistributionManagement Boolean

See also