Attaching files to printouts

The module attaches PDF files to printouts and merges them with the main document into a single file.

⚙️ Configuration in business terms

To configure file attachments, follow these steps:

  1. Open Core Report Setup.
  2. Select the Business Terms action.
  3. Open an existing business term or create a new one.

For more information on configuring business terms: Business Terms

📎 Attaching a report

In the Business Terms card, there are fields available for attaching an additional report:

  • Additional Report — specifies the identifier of an additional report to be merged with the main report as a PDF. Only non-processing reports are available (i.e., reports designed for printing, excluding batch reports and data processing operations).

  • Additional Report Name — displays the name of the selected report (automatic field).

After selecting an additional report, the system will automatically run this report and merge the generated PDF with the main document.

Note
  • The additional report is run without data context from the main document
  • Only "Report" type reports are available (excluding batch reports and update operations)
  • The report is executed automatically when generating the main document

📄 Attaching a PDF file

In addition to reports, you can also attach a pre-prepared PDF file:

  • PDF Attached — specifies whether a PDF file is attached to this business term.

  • Attachment File Name — displays the name of the attached PDF file (automatic field).

To attach a PDF file:

  1. Open the business term card.
  2. Use the file attachment function in Business Central.
  3. Attach a PDF file.

The system automatically detects the attachment and sets the appropriate fields. You can attach the PDF file and the additional report separately or merge them in one printout.

Warning
  • Only PDF format files are supported
  • The PDF file must be properly attached to the business term record
  • The attached file will be merged with the main document in the following order: main document → additional report → attached PDF

💡 Usage examples

The following examples show how to attach information to a printout.

Attaching terms and conditions to an invoice

Use a business term to append a PDF containing terms and conditions to a sales invoice.

  1. Create a business term for a sales invoice.
  2. Attach a PDF file with terms and conditions.

When you generate an invoice, the terms and conditions are automatically attached at the end of the document.

Attaching additional information through a report

  1. Create a custom report with additional information.
  2. In the business term, select the report in the Additional Report field.

When you generate the document, the information from the additional report is attached.

Combining both methods

  1. In the Additional Report field, select a report with system data.
  2. Attach a PDF file with static information.

The resulting document contains the main document, the additional report, and the attached PDF.

📘 More information