BUSINESS CENTRAL, SEND TO EMAIL-PRINTER “HOW-TO”

BUSINESS CENTRAL, SEND TO EMAIL-PRINTER “HOW-TO”

There is a new APP: Send-to email printer“…

In the generic version of Business Central, a “cloud printer” named “Email Printer” is installed as an extension and is ready to use after initial setup.

If a cloud printer is not installed and set up, or if an installed printer fails, then printing will default to the printing options for the browser.

This is indicated by this value in the Printer field on the report request page: (none, handled by the browser).

“Send to Email Printer” APP is installed and ready to use

 

#1 – HOW-TO CONFIGURE the Email Printer APP to “set up” a printer

On the Printer Management page, you can see the printers that are set up and you can access the Settings page for each printer to edit an existing setup or set up a new printer.

When a printer is set up and assigned to specific reports, you can print a report by choosing the Print button on the report request page.

  1. Open Printer Management

  1. Select the line for the Email Printer printer, and then choose the Edit printer settings action

  1. On the Settings page, fill in the fields as necessary. Hover over a field to read a short description.

 

#2 – CONFIGURE SMTP (if NOT already configured..)

 

#3 – SET AS “DEFAULT PRINTER”

On the Printer Management page, choose the “Set as my default printer” for the Cloud Printer

 

#4 – ASSIGN REPORTS TO PRINTERS

To select which printers print which reports

On the Printer Selections page, you can set up for your user account which reports are printed by which printer. This is useful if you work with different reports that require different printers because of their placement in the company or their output capabilities.

  1. Open Printer Selections, and then select the related link. Alternatively, from the Printer Management page, select a printer, and then choose the Printer Selections action.

  1. Choose the New action to add a printer selection for a specific report

  1. Fill in the fields as necessary.

The specified report is now set up to print to the selected printer by default.

NOTE

When you print the report in question, you can override this setup by selecting another printer on the Print Settings request page. If you do not set a report up for a specific printer on the Printer Selections page, then it will be printed to the default printer of the company, as defined from the Printer Management page.

You or the administrator can also use the Printer Selections page to define other variations of printing for users and reports.

 

#5 – “COMBINATIONS OF VALUES” TABLE

TO

SET VALUES

Print a report to a specific printer for all users

Specify values in the Report ID and Printer Name fields and leave the User ID field blank

Print all reports to a specific printer for a specific user

Specify values in the User ID and Printer Name fields and leave the Report ID field blank

Set the default printer for all reports

Specify a value in the Printer Name field and leave the User ID and Report ID fields blank

Print a specific report to the user’s default printer

Specify a value in the Report ID field and leave the Printer Name and User ID fields blank

Print a specific report to a specific printer for a specific user

Specify values in all three fields

NOTE: PRECEDENCES

More specific printer selections take precedence over a more general printer selections.

A printer selection that has values in the User ID, Report ID, and Printer Name fields takes precedence over a printer selection that has blank entries in the User ID or Report ID fields.

 

TESTING “IN ACTION”

Don’t Panic!  Works! 

…but don’t try to use Double Factor Authentication to send email, change the sender user!!

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