EX009 Advanced Document Reporting (ADR)

Generate, print and send documents to customers and vendors

Advanced document reporting and mailing

Dependency graph

graph TD; Main(Advanced Document Reporting) --> Dep0(EOS Administration Library); click Dep0 href "/en/docs/apps-tech/8bb96677-5112-4566-b742-12eebbb9a058.html" Main(Advanced Document Reporting) --> Dep1(Common Data Layer); click Dep1 href "/en/docs/apps-tech/4e2a89a2-9049-496c-8b3a-f4eee6399b0e.html" Main(Advanced Document Reporting) --> Dep2(Doc shipping Common Data Layer); click Dep2 href "/en/docs/apps-tech/3c044738-c922-4462-becf-2248e8676570.html"

Dependencies from

Articles

Objects

Codeunit

IDNameDescription
18122007EOS Advanced Reporting Mngt
18122008EOS AdvRpt Std Layout Ext
18122009EOS AdvRpt Std Sales Ext
18122010EOS AdvRpt Std Purch Ext
18122011EOS AdvRpt Std Service Ext
18122012EOS AdvRpt Std Trans Ext
18122013EOS AdvRpt Std Whse Ext
18122014EOS AdvRpt Std Remind Ext
18122015EOS009 ADR Upgrade
18122016EOS AdvRpt Def Setup
18122017EOS AdvRpt CAL Helper
18122018EOS AdvRpt SharedMemory
18122019EOS AdvRpt Subscriber
18122020EOS AdvRpt Routines
18122021EOS AdvRpt Layout Mngt
18122022EOS009 LE Country Of OriginThis is the layout extension handler for adding the country of origin of an item (or any line in general).
18122023EOS AdvDoc Mngt
18122024EOS Adv Mail Routines
18122025EOS Adv Mail Processing
18122026EOS Adv Mail Sandbox
18122027EOS AdvDoc Processors Mngt
18122028EOS AdvDoc Processors Ext
18122029EOS AdvDoc E-Mail Ext
18122030EOS AdvDoc Log Cleaner
18122031EOS AdvDoc JobQueue
18122032EOS AdvRpt Notification Mngt
18122033EOS AdvRpt User Interface
18122034EOS009 Doc. Shipping Info Mgt.
18122035EOS AdvRpt Install
18122036EOS009 LE Null
18122037EOS AdvRpt Debug
18122038EOS EX009 SubscriptionProvides functions related to extension specific subscription management.
18122039EOS AdvRpt Send Doc To Contact
18122040EOS ADR Localizations
18122041EOS ADR Scheduled Mailings
18122042EOS009 AdvText Mngt.
18122043EOS009 ADR Tests Library
18122044EOS009 LE Print Net PriceConverst line amounts to net prices by merging any discounts applied.
18122045EOS009 LE Source LocationAdds the source location to the report. By source location the location of the document header is meant.
18122046EOS009 LE Tariff SummaryPrints a summary at the end of the document for each tariff numbers used.
18122047EOS009 Buffer Tests
18122048EOS009 LE Fixed Text
18122049EOS009 LE Hide Item No.
18122050EOS EX009 AdvRpt Tests
18122051EOS AdvRpt Tests BindManual
18122052EOS EX009 AdvRpt Test2
18122053EOS009 AdvTexts Test
18122054EOS009 LE Line Separator

Enum

IDNameDescription
18122007EOS AdvRpt Line Type
18122008EOS AdvRpt Layout Position
18122009EOS009 AdvText Source Type
18122010EOS AdvRpt Line Style
18122011EOS009 AdvText Empty Language
18122012EOS009 Layout Extension
18122013EOS009 Report Item No. SourceThis enum defines what number should be printed, defaults is “Item No.", when using the “Hide Item No.” layout extension, Item Reference No. will be p…
18122014EOS009 ADR Print Line
18122015EOS AdvDoc MailBox Protocol
18122016EOS AdvDoc Request Type
18122017EOS AdvDoc Recipient MailSourceType
18122018EOS AdvDoc Setup SourceType

Interface

IDNameDescription
0EOS009 ILayoutExtension

Page

IDNameDescription
18122007EOS Report Setups
18122008EOS Adv Report Copy Setup
18122009EOS009 Report Setup Card
18122011EOS Adv Reporting Layout
18122012EOS Adv Reporting Setup
18122013EOS Adv Reporting Images List
18122014EOS AdvRpt Default Setup
18122015EOS ADR Scheduled Mailings
18122019EOS AdvDoc Documents List
18122021EOS AdvDoc Mailbox List
18122022EOS AdvDoc Mailbox Card
18122023EOS AdvDoc Mail Setup
18122024EOS AdvDoc Mail Header
18122025EOS advDoc Mail Docs Subform
18122026EOS AdvDoc Mail Rcpt Subform
18122027EOS AdvDoc Mail Doc. Multi
18122028EOS AdvDoc Mail Recipts List
18122029EOS AdvDoc Mail Files
18122030EOS E-Mail Text List
18122031EOS E-Mail Text Card
18122032EOS E-Mail Text Placeholders
18122033EOS E-Mail Text Subpage
18122034EOS AdvDoc Processors Setup
18122035EOS AdvDoc Processing Log
18122036EOS AdvRpt Quick Rpt Selection
18122037EOS AdvRpt Internal Logging
18122038EOS AdvDoc Requests
18122039EOS009 Doc. Adv. Text Card
18122040EOS009 Doc. Adv. Text Line
18122041EOS009 Doc. Adv. Text List
18122042EOS009 Advanced Text Type
18122043EOS009 Doc. Adv. Text FactBox

PageExtension

IDNameDescription
21Customer Card
22Customer List
26Vendor Card
27Vendor List
41Sales Quote
42Sales Order
43Sales Invoice
44Sales Credit Memo
46Sales Order Subform
47Sales Invoice Subform
49Purchase Quote
50Purchase Order
51Purchase Invoice
52Purchase Credit Memo
54Purchase Order Subform
55Purch. Invoice Subform
95Sales Quote Subform
96Sales Cr. Memo Subform
97Purchase Quote Subform
98Purch. Cr. Memo Subform
130Posted Sales Shipment
131Posted Sales Shpt. Subform
132Posted Sales Invoice
133Posted Sales Invoice Subform
134Posted Sales Credit Memo
135Posted Sales Cr. Memo Subform
136Posted Purchase Receipt
137Posted Purchase Rcpt. Subform
138Posted Purchase Invoice
139Posted Purch. Invoice Subform
140Posted Purchase Credit Memo
141Posted Purch. Cr. Memo Subform
142Posted Sales Shipments
143Posted Sales Invoices
144Posted Sales Credit Memos
145Posted Purchase Receipts
146Posted Purchase Invoices
147Posted Purchase Credit Memos
306Report Selection - Sales
347Report Selection - Purchase
433Reminder Text
434Reminder
435Reminder Lines
436Reminder List
438Issued Reminder
439Issued Reminder Lines
440Issued Reminder List
507Blanket Sales Order
508Blanket Sales Order Subform
509Blanket Purchase Order
510Blanket Purchase Order Subform
524Report Selection - Reminder
5159Sales Order Archive
5160Sales Order Archive Subform
5162Sales Quote Archive
5163Sales Quote Archive Subform
5165Purchase Quote Archive Subform
5168Purchase Order Archive Subform
5740Transfer Order
5741Transfer Order Subform
5742Transfer Orders
5743Posted Transfer Shipment
5752Posted Transfer Shipments
5754Report Selection - Inventory
5758Posted Transfer Shipment Lines
5900Service Order
5932Report Selection - Service
5933Service Invoice
5935Service Credit Memo
5964Service Quote
5971Posted Service Credit Memos
5972Posted Service Credit Memo
5974Posted Service Shipments
5975Posted Service Shipment
5977Posted Service Invoices
5978Posted Service Invoice
6050Service Contract
6053Service Contract Quote
6630Sales Return Order
6640Purchase Return Order
6650Posted Return Shipment
6652Posted Return Shipments
6660Posted Return Receipt
6662Posted Return Receipts
7401Report Selection - Warehouse
9300Sales Quotes
9301Sales Invoice List
9302Sales Credit Memos
9303Blanket Sales Orders
9304Sales Return Order List
9305Sales Order List
9306Purchase Quotes
9307Purchase Order List
9308Purchase Invoices
9309Purchase Credit Memos
9310Blanket Purchase Orders
9311Purchase Return Order List
9317Service Quotes
9318Service Orders
9319Service Invoices
9320Service Credit Memos
9321Service Contracts
9322Service Contract Quotes
9348Sales Quote Archives
9349Sales Order Archives
9657Customer Report Selections
9658Vendor Report Selections

Query

IDNameDescription
18122007EOS AdvRpt Document Status

Table

IDNameDescription
18122007EOS Report Setup
18122008EOS Report Buffer Header
18122009EOS Report Buffer Line
18122010EOS Adv Reporting Sections
18122011EOS Adv Reporting Layout
18122012EOS Adv Reporting Setup
18122013EOS Adv Reporting Images
18122014EOS AdvRpt Default Setup
18122015EOS ADR Scheduled Mailings
18122016EOS009 Doc. Adv. Text Header
18122017EOS009 Doc. Adv. Text Line
18122018EOS009 Advanced Text Type
18122019EOS009 Tariff Summary BufferA buffer used to create the summary by tariff no. on a document.
18122020EOS AdvRpt Translations
18122021EOS AdvDoc Request
18122022EOS AdvDoc Documents
18122023EOS AdvDoc Files
18122024EOS AdvDoc Recipients
18122025EOS AdvDoc MailBox
18122026EOS AdvDoc Mail Address Setup
18122027EOS E-Mail Text Header
18122028EOS E-Mail Text Line
18122029EOS AdvDoc Processor
18122030EOS AdvDoc Processors Setup
18122031EOS AdvDoc Processing Log
18122032EOS AdvRpt Custom Fields
18122033EOS AdvRpt Quick Rpt Selection
18122037EOS AdvRpt Debug Log

Report

IDNameDescription
18122007EOS Sales Document
18122008EOS Invoice Document
18122009EOS Shipping Document
18122010EOS Purchase Document
18122011EOS Reminder Document
18122012EOS009 Copy AdvText
18122023EOS PDF Log Cleaner

TableExtension

IDNameDescription
18Customer
36Sales Header
37Sales Line
38Purchase Header
39Purchase Line
77Report Selections
110Sales Shipment Header
111Sales Shipment Line
112Sales Invoice Header
113Sales Invoice Line
114Sales Cr.Memo Header
115Sales Cr.Memo Line
121Purch. Rcpt. Line
123Purch. Inv. Line
125Purch. Cr. Memo Line
294Reminder Text
296Reminder Line
298Issued Reminder Line
5107Sales Header Archive
5108Sales Line Archive
5110Purchase Line Archive
5741Transfer Line
5745Transfer Shipment Line
5747Transfer Receipt Line
5900Service Header
5902Service Line
5964Service Contract Line
5965Service Contract Header
5990Service Shipment Header
5991Service Shipment Line
5992Service Invoice Header
5993Service Invoice Line
5994Service Cr.Memo Header
5995Service Cr.Memo Line
6651Return Shipment Line
6661Return Receipt Line
7321Warehouse Shipment Line
7355Report Selection Warehouse
9657Custom Report Selection

PermissionSet

IDNameDescription
18122007EOS009 ADMIN
18122008EOS009 USER

Build environment

TypeValue
Version26.0.32.0
Application26.0.0.0
Platform15.0
Runtime15.0
TargetCloud
LocaleW1
Commit

Obsolete Items

VersionObjectTypeNameReason
26.0Table 18122010 EOS Adv Reporting SectionsTableObjectEOS Adv Reporting SectionsThis table will become temporary.
25.0Codeunit 18122026 EOS Adv Mail SandboxMethodDeclarationShouldApplyCustomLayoutFor backward compatibility only.
24.0Table 18122008 EOS Report Buffer HeaderFieldEOS Gross WeightUse EOS Gross Weight (Dec) instead
24.0Table 18122008 EOS Report Buffer HeaderFieldEOS Net WeightUse EOS Net Weight (Dec) instead
24.0Table 18122008 EOS Report Buffer HeaderFieldEOS VolumeUse EOS Volume (Dec) instead
24.0Codeunit 18122008 EOS AdvRpt Std Layout ExtMethodDeclarationOnExecuteAfterLineProcessing_ExtendedText_OnBeforeAppendRBLineUse OnExecuteAfterLineProcessing_ExtendedText_OnBeforeAppendRBLine2 instead
24.0Codeunit 18122038 EOS EX009 SubscriptionMethodDeclarationSetupSubscriptionNo longer used
23.0Table 18122030 EOS AdvDoc Processors SetupFieldEOS EnabledThis field was never used and is being removed.
23.0Page 18122034 EOS AdvDoc Processors SetupPageFieldEOS EnabledThis field was never used and is being removed.
19.0Table 18122008 EOS Report Buffer HeaderFieldEOS Mail-To Contact No.USE EOS Documents-To Contact No.
19.0Table 18122009 EOS Report Buffer LineFieldEOS Item Reference No.Use field “Item Reference No.” instead.
19.0Table 18122020 EOS AdvRpt TranslationsTableObjectEOS AdvRpt TranslationsWill be replaced with the Common Data Layer EOS066 Translations

Changelog

26.0.32.0

Released: OnPremise: 28. October 2025 | Saas: 28. October 2025

  • 19509: EX009 ADR - Purchase Order Archived are not handled
  • 19510: EX009 ADR - AdvTexts are not trasnfered from Service Contract to Service Invoice
  • 19514: EX009 ADR - Language Code when sending emails is not being used

26.0.30

Released: OnPremise: 20. October 2025 | Saas: 20. October 2025

  • 19447: EX009 ADR Cached LastDocumentEmailStatus for increased page response time

26.0.28

Released: OnPremise: 19. September 2025 | Saas: 19. September 2025

  • 19176: EX009 ADR In Sales report layout, total amount isn’t showed in last page

26.0.27

Released: OnPremise: 18. September 2025 | Saas: 18. September 2025

  • 19163: Added a new filed in ADR Setup to filter the AdvTexts by Table

26.0.26

Released: OnPremise: 11. September 2025 | Saas: 11. September 2025

  • 18312: EX009 ADR Add option on document line, to define if print line
  • 19035: EX009 ADR In table18122014 “EOS AdvRpt Default Setup” the properties DrillDownPageId and LookupPageId aren’t specified
  • 19038: EX009 ADR Parameter not initialized on event OnBeforeSendMail, codeunit “18122024”
  • 18324: EX009 ADR Add possibility to insert horizontal grid lines, to separate document lines

26.0.23

Released: OnPremise: 22. August 2025 | Saas: 25. August 2025

  • 18327: EX009 ADR Add possibility to print item reference instead of item code
  • 18297: EX009 ADR Add the possibility to print a specific text at the beginning or at the end of the report

26.0.21

Released: OnPremise: 23. July 2025 | Saas: 23. July 2025

  • 18303: EX009 ADR Add, on prints, the summary of tariff numbers in invoice/credit memo by quantity, net weight, gross weight and amount

26.0.19

Released: OnPremise: 15. July 2025 | Saas: 15. July 2025

  • 18330: EX009 ADR Add possibility to print starting address of goods on sales documents

26.0.18

Released: OnPremise: 08. July 2025 | Saas: 10. July 2025

  • 18294: EX009 ADR Print from “Report layout” the information “Made in/Origin country”

26.0.15

Released: OnPremise: 06. June 2025 | Saas: 08. July 2025

  • 18414: EX009 ADR On prints of service invoices the “Nr.", in case of item, isn’t printed; on prints of sales invoices the “Nr.” isn’t printed in case of G/L account

26.0.14

Released: OnPremise: 28. May 2025 | Saas: 28. May 2025

  • 18396: EX009 ADR Trying to post a purchase request, having flag “Auto send” in page “Email and Reporting Default (ADR)", returns error “The record isn’t open”

26.0.13

Released: OnPremise: 27. May 2025

  • 17896: EX009 ADR Improvements on sending mail management

26.0.11

Released: OnPremise: 06. May 2025 | Saas: 06. May 2025

  • 1865: EX075/120 -
  • 18165: EX009 ADR Enable hyperlinks

26.0.10

Released: OnPremise: 09. April 2025

  • 17965: EX009 ADR Improve logs error check
  • 17708: EX009 ADR - AdvTexts are print even if languages doesn’t match
  • 17736: BC 26 Compatibility

25.0.35

Released: OnPremise: 07. March 2025 | Saas: 07. March 2025

  • 17708: EX009 ADR - AdvTexts are print even if languages doesn’t match

25.0.33

Released: OnPremise: 26. February 2025 | Saas: 26. February 2025

  • 17607: EX009 ADR Mails placeholder not working for Customer
  • 17554: EX009 ADR In sales order report the item tracking line and due dates aren’t printed

25.0.31

Released: OnPremise: 07. February 2025 | Saas: 07. February 2025

  • 17407: EX009 ADR In ‘Sales order’, launching functions ‘Send (ADR)’ and ‘Save (ADR)’ after printing work order, this last is still printed

25.0.28

Released: OnPremise: 28. January 2025 | Saas: 28. January 2025

  • 16582: EX004 EAL Convert permissions from XML to AL
  • 16875: EX009 ADR Add, in page ‘Report Layout (ADR)', option ‘Print item tracking line with due date’
  • 17137: EX009 ADR Add possibility to send remainder on table 112, about posted documents from at least 10 days
  • 17264: EX009 ADR In page ‘Issue reminder’, after printing issue reminder report the field ‘No. Printed’ isn’t updated
  • 16669: EX009 ADR Move, in page ‘Sales order’, actions ‘Save (ADR)’ and ‘Send (ADR)’ in another action group

25.0.22

Released: OnPremise: 13. January 2025 | Saas: 13. January 2025

  • 16582: EX004 EAL Convert permissions from XML to AL
  • 17010: Optimized the ‘LastEmail’ calculation on list and document, speeding up the page response time

25.0.20

Released: OnPremise: 05. December 2024 | Saas: 06. December 2024

  • 16582: EX004 EAL Convert permissions from XML to AL
  • 16669: EX009 ADR Move, in page ‘Sales order’, actions ‘Save (ADR)’ and ‘Send (ADR)’ in another action group

25.0.16

Released: OnPremise: 28. November 2024

  • 16617: EX009 ADR Add ADR management in page ‘Report selection - Warehouse’

25.0.15

Released: OnPremise: 06. November 2024

  • 16325: EX009 ADR Add advanced texts management in pages ‘Transfer order’, ‘Transfer shipment’, ‘Service credit memo’, ‘Service posted cr. memo’, ‘Service contract quote’ and ‘Service contract’

25.0.14

Released: OnPremise: 22. October 2024

  • 16374: EX009 ADR Add event after event ‘OnExecuteAfterLineProcessing_ExtendedTextOnBeforAppendRBLine, to manage it

25.0.12

Released: OnPremise: 08. October 2024

  • 16293: EX009 ADR: Custom report layouts are not applied, even if specified on report selections
  • 16206: EX001 SGL In page ‘Sim. G/L Entries (SGL)', field content is limited to 50 characters
  • 16260: EX009 ADR In report about service orders, comments aren’t printed

24.0.18

Released: OnPremise: 26. June 2024 | Saas: 26. June 2024

  • 10556: EX009 ADR Change captions ‘Save’ and ‘Send’ on documents, to make it recognizable by standard actions

24.0.17

Released: OnPremise: 19. April 2024 | Saas: 07. June 2024

  • 11539: EX009 ADR: Add contact no. as e-mail address source

24.0.16

Released: OnPremise: 18. April 2024

  • 14935: EX009 ADR: Add Event for Insert or Not extended texts
  • 14803: EX009 ADR In ADR reports, vendor/customer address is translated in system language
  • 14542: EX009 ADR Remove Obsolete NoSeriesManagement BC24

EOS Labs -