Report Selection - Configure To Order

The "Report Selection - Configure To Order" screen controls which reports are printed when users request a Configuration Specification from a sales document line. This follows the same pattern as Business Central's standard report selections (e.g. Report Selection - Sales) but is specific to Configure to Order documents.

The screen is accessed from "Configure to Order Setup" > Actions > Report Selections.

Overview

When a user clicks Print Customer Specification on a sales line, the system looks up all report selections configured for the matching usage type and runs each report in sequence order. This means you can have multiple reports printed for a single action, or substitute the default reports with your own custom reports.

Usage Types

The Usage dropdown at the top of the page filters which report selections you are viewing and editing. There are four usage types:

Note: The Usage dropdown is saved between sessions. The page will open to whichever usage you last selected.

Report Selection Fields

For each usage type, a list of report selections is displayed with the following fields:

Default Report Selections

When Configure to Order is installed for the first time in a company, the following default report selections are created automatically:

Note: Default report selections are only created when no report selection records exist. If you delete all records and reinstall the extension, the defaults will be re-created.

Built-in Reports

Configure to Order includes four specification reports, one for each usage type. Each report uses a Word layout and produces a document containing:

• Company information - name, address, phone, email, homepage, VAT registration, bank details, and company logo.
• Customer addresses - sell-to, bill-to, and ship-to addresses.
• Document header - document number, date, due date, shipment date, customer number, external document number, your reference, salesperson, payment terms, shipment method, and currency code.
• Sales line details - item number, description, quantity, unit of measure, unit price, line amount, discount, and VAT identifier.
• Configuration details - the full configuration specification rendered from the print buffer, including headings, sub-headings, options with quantities and pricing, sub-totals, and totals.
• Item images - pictures of configured items (when enabled on the workflow).

How Printing Works

The printing flow for configuration specifications follows these steps:

1. The user clicks Print Customer Specification from a sales document subform line (the action is only enabled when the line has a CTO Workflow assigned).
2. The system determines the correct usage type based on the document type (Quote, Order, Posted Shipment, or Posted Invoice).
3. All report selection records for that usage type with a non-zero Report ID are retrieved, ordered by Sequence.
4. Each report is run, which presents the report request page to the user before printing.
5. Before the report renders, the Print Management codeunit prepares a print buffer containing the formatted configuration details.

Print Buffer Contents

The configuration specification reports display data from a structured print buffer. The contents of the buffer depend on the Document settings on the CTO Workflow Card:

Document Text

Workflow document text lines can be included in the printed output. Each document text line has settings that control where it appears:

• Text Position - Before Configuration or After Configuration.
• Show on Sales Specification - when enabled, the text appears on customer specification reports.
• Show on Sales Documents - when enabled, the text appears on sales document reports.
• Language Code - document text is filtered by the language code passed to the print routine, allowing multilingual documents.

Print Buffer Line Types

The print buffer contains the following types of lines, which the report layout uses for formatting:

Document Types (Print Contexts)

The print management system supports three document types that control how the buffer is prepared:

Print Actions on Sales Documents

The Print Customer Specification action is available on the following pages, within the Configure to Order action group on each line:

Extensibility

The Report Usage enum is extensible, allowing third-party extensions to add custom usage types. The Report Selection page raises an OnSetUsageFilterElse integration event when a usage type is selected that is not one of the four built-in types, enabling extensions to apply the correct filter for their custom usages.

Common Tasks

Replacing a default report with a custom report

1. Open "Report Selection - Configure To Order" from the "Setup" screen.
2. Select the appropriate Usage from the dropdown.
3. Change the Report ID on the existing line to the ID of your custom report.

Adding an additional report for a usage type

1. Open the report selection page and select the Usage.
2. Add a new line - the Sequence will be assigned automatically.
3. Select the Report ID for the additional report.
4. Both reports will now run in sequence order when a user prints the specification.

Disabling printing for a usage type

1. Open the report selection page and select the Usage.
2. Delete all lines for that usage, or set the Report ID to zero.
3. The print action will still appear on the sales document but will not produce any output.