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Setup

Overview

After installation, organizations should review and configure Dynamics Generic Reports to align document presentation, branding, and reporting terminology with internal business requirements.

The extension provides centralized configuration options through the following setup pages:

  • Generic Reports Setup
  • Purchases & Payables Setup

Generic Reports Setup

The Generic Reports Setup page provides centralized management of document titles used throughout sales and purchasing reports.

Accessing Generic Reports Setup

  1. Open Tell Me.
  2. Search for Generic Reports Setup.
  3. Open the Generic Reports Setup page.

Configuration Steps

  1. Review the default document titles.
  2. Modify document titles as required.
  3. Save your changes.

Company Branding Configuration

Dynamics Generic Reports extends the standard Purchases & Payables Setup page with additional branding options for purchasing documents.

Accessing Purchases & Payables Setup

  1. Open Tell Me.
  2. Search for Purchases & Payables Setup.
  3. Open the Purchases & Payables Setup page.

Configuration Steps

  1. Locate the Logo Position on Documents field.
  2. Select the preferred logo position:
    • Left
    • Center
    • Right
  3. Save your changes.

Logo Position

Supported logo positions include:

  • Left
  • Center
  • Right

This allows organizations to align purchasing document layouts with corporate branding standards.

After installation, it is recommended to:

  1. Review all document titles.
  2. Update document terminology if required.
  3. Configure the preferred logo position.
  4. Validate generated sales and purchasing documents before operational use.