Add to B1 Print & Delivery Right Click Menus

Answered

Julie Jamieson - Business Evolution

• December 05, 2017 03:29

Is it possible to add additional options in the Right click menu> B1 Print & Delivery from the Business partner Master Data?

 

I want to add some more Account Balance options from there

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• Official comment

  

  Yaremi Miranda Lopez

  • December 05, 2017 18:59
  • Edited

  Hello Julie,

  Yes, you need to create different Report Configurations for that Module and then you will see the different options in the right click menu. This option can be found under Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Report COnfiguration.

  This video explains this module: https://youtu.be/xwTvRIzATcw 

   

  

   

   

   
• 

  Julie Jamieson - Business Evolution

  • December 05, 2017 19:46

  This doesn't work for the Business Partner / Account Balance area though, and this is where I need to add another option.

  My customer wants to be able to email a single statement directly out, or choose to save to outlook draft where they need to add more content to the email body.
• 

  Yaremi Miranda Lopez

  • December 06, 2017 17:17
  • Edited

  Hello Julie,

  In this case, you can create buttons or a single Multibutton in the Business Partner Window with the different options you want, you execute them using a Universal Function Type Macro. But still you need to create the diferent Report configurations with different report actions.

  Here is the Link to the Print & Delivery E-Learning.

  https://youtu.be/l_sBHXavz68

   

  

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