SD Document Pack for Microsoft Dynamics 365 Business Central provides you with a document pack of commonly used documents in Microsoft Dynamics 365 Business Central enabling you to define and display both the static, and dynamic, information printed in the header and footer sections of the supplied documents. Control your document header and footer colour schemes - matching colours to your company logo or branding. Barcodes and barcode content can be easily defined and printed on the supplied documents. You can also easily define your document info panel content. All with no need to code.

Thinking how to improve document management in D365 Business Central - Trial the D365 App and See how!

Document Management in D365 BC

Key Features:

20+ reports with consistent company image
Codeless Branding Configuration
Codeless Content Configuration
Codeless Barcode Configuration
Electronic Documents in UBL 2.0 Format

Use Cases:

Standard out of the box reports don’t allow for a standardised and consistent appearance across your documents.
Achieve a standardised and consistent appearance across your documents.
Achieve control of your document header and footer colour schemes - matching colours to your company logo or branding.
Achieve variable branding based on regions or dimensions/filters in your system.

Key Highlights:

Customize documents
Standardize your brand image
Insert variable data
Add document Barcodes
Vary branding based on document dimensions/filters

Content Examples:

Sales Documents:

Quote, Order Confirmation, Return Order, Shipment, Pro-forma Invoice, Invoice, Credit Note, Customer Statement Open Item, Customer Statement Balance Forward.

Purchase Documents:

Order, Return Order, Purchase Receipt, Remittance Advice Pre-posted, Remittance Advice Posted.

Stores Documents:

Pick List, Delivery Docket, Shipping Manifest, Stock Take.

Banking Documents:

Customer Receipt, Remittance Advice Pre-posted, Remittance Advice Posted, Cheque with Remittance, Bank Rec Statement.

Free 30 day trial. After installation, choose the Assisted Setup action in the SD Document Pack Setup card to easily import document setup.

Supported Editions

This app supports both the Essential and Premium edition of Microsoft Dynamics 365 Business Central.

Supported Countries

Australia, Austria, Belgium, Canada, Croatia, Denmark, Estonia, Finland, France, Germany, Greece, Iceland, India, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Serbia, South Africa, Spain, Sweden, Switzerland, Turkey, United Kingdom, United States.

Supported Languages

English

Available as Auto-translated language: Danish, Dutch, French, Italian, German, Portuguese, Spanish, Swedish, Turkish.

SD Document Pack

by Simply Dynamics Ltd