Handled by DO
In this article, you can learn more about the Document Output feature Handled by DO and how it affects different areas of Document Output.
Document Output has its own field to monitor document statuses to see if a document has been sent using Document Output. Before this field was introduced in Document Output 24 R1, the Business Central standard field “Printed No.” was the distribution identifier which was acceptable for most solutions. However, this approach would be unsuitable if a document had been sent to a printer or emailed using standard Business Central functions that also update the same field.
Output Profile
From Document Output version 24.1, sales, service and purchase tables were extended to include the Document Output “Output Profile” as an indicator that documents are intended to be handled by Document Output. After posting, a document could be automatically handled according to the Output Profile, but not before all methods of handling in the profile were carried out, would the document be marked as handled.
Installing Document Output
If Document Output is installed and prepared for use as a new solution, the “Handled by DO” field will be the standard monitoring field, and the only thing you need to do is to add Output Profiles to customers and vendors. This is the same procedure as with versions before Document Output version 24.1. The only change will be if you consider using the Printed No. as a filtering option in email jobs, as this should now be configured using “Handled by DO”=False instead.
Upgrading Document Output
When upgrading to a Document Output version which includes the Handled by DO feature, all historical documents can be marked with an Output Profile, and, if log entries exist, they will then also be marked as “Handled by DO”.
Cue counter in the Role Center may be off
After upgrading Document Output, there's a risk that the unhandled documents counter is not entirely accurate. This might be because filters in the cue are still set to “Printed no.” = 0. If the cue is opened, the filtering option can be modified and saved. This includes setting a filtering date, for example for the posting date, so only documents created from a certain date are listed in the cue.
New batch jobs
- Update Handled on Sales Documents – Sets Handled with No. Printed as filter.
- Update Handled on Posted Sales Documents – Sets Handled with No. Printed and Posting Date as filter.
- Update Handled on Purchase Documents – Sets Handled with No. Printed as filter.
- Update Handled on Posted Service Documents – Sets Handled with No. Printed and Posting Date as filter.
- Update Output Profile – Updates Output Profile on Sales, Service and Purchase documents.
Email jobs must be reviewed
If email jobs are used to move newly posted documents to a sending queue, these email jobs may need a minor adjustment if it monitors the “Printed No.” field.
Digital vouchers in Business Central
The addition of Handled by DO is especially important for users who are forced by legal requirements to enable features supporting digital vouchers in Business Central. The digital voucher functionality will automatically run the report attached to the document type upon posting and will thus make the counter for printed document go to at least 1. This massively changes the identification of unhandled documents in Document Output.
This Handled by DO feature ensures that Document Output will work regardless of whether digital vouchers are enabled or not.