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MEM Report Selection by Entity
Use this page to assign reports and report layouts to entities. When you assign reports and report layouts to entities you are connecting that report and report layout with the selected entity. If you do not assign reports or report layouts to an entity then the standard reports and layouts are used.
For all Purchase and Sales documents, if you have set up reports and layouts for specific customers or vendors using the Document Layouts page, then those reports and report layouts will be used instead of reports and layouts that you set up on the MEM Report Selection by Entity page. For more information about setting up document layouts for customers and vendors see: Define Document Layouts for Customers and Vendors
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Assign Reports and Report Layouts to Entities
You can assign the following reports and report layouts to entities:
- Check Reports
- Sale Quotes
- Sales Order
- Sales Credit Memo
- Sales Invoice
- Draft Sales Invoice
- Pro Forma Invoice
- Purchase Quote
- Purchase Orders
- Purchase Invoices
- Purchase Blanket Order
- Purchase Receipt
Before you assign reports and report layouts to entities, make sure that you have set up your reports and layouts according to your needs.
To assign reports and report layouts to entities, do the following:
- Make sure that you have turned off Disable Report Selection by Entity in your Multi-Entity Management Setup.
- Search for and open the MEM Report Selection by Entity page.
- For Usage, select the type of report to which you want to assign an entity.
- For example, select Sales Quote to assign an entity for this type of report and its layouts.
- For Entity Code, select the entity you want to use.
- In the MEM Report Selection by Entity table, add a new line.
- Under Report ID, select the report.
- Under Report Layout Name, select the report layout.
- Make any other adjustments to the line as needed. For example, select Use for Email Body to insert summarized information, such as the invoice number, due date, or a link to a payment service in an email.
- You can only select Use for Email Body and Use for Email Attachment for Sales and Purchase reports.
Note: Disable Report Selection by Entity is a hidden field which is turned off by default. You can turn it on manually by using the Add Field to Page page.
After you have assigned reports and report layouts to entities, whenever you generate any of the assigned reports for any of the selected entities, then those selections are automatically assigned in the report dialog. When you generate transaction reports–sales orders and purchase orders, for example–the entity of the transaction is used to determine which reports and layouts are used.
Report Selection when Printing Checks
When you are using the Payment Journal page to print checks, and using multiple lines, with different entities, you can select the bank account to use to generate the report. Any reports and report layouts associated with the owner entity of the bank account you select will be used when you generate the report.
When you use Print all Checks action, you can choose between:
- Using the default Check report layout set up in Business Central.
- Use the default check report for all the documents.
- Using separate reports and report layouts based on the owner entities of the bank accounts of the checks.
- Use the Report IDs by Entity to print check reports for each bank account.
Tip: To save time when printing checks, you can assign a default setting when you use the Print all Checks action. Go to your Multi-Entity Management Setup > Purchase & Payables FastTab, and select Use By Entity Report to automatically use the report IDs by entity option.
Example
You print a check from a payment journal line with entity 100 as the bank account owner entity. And you assign a specific report layout for checks connected to entity 100. When you print the check, the report layout you selected in the MEM Report Selection by Entity page will be automatically used in the report dialog. You can still change the report and report layout in the report dialog, if necessary.
Actions to Use for Specific Report Types
After you assign reports and layouts to entities, and to generate the correct reports for specific entities, there are specific actions you must use. For example, if you are generating a sales order report, you can use three actions on the Sales Orders page which will make sure the correct entity and report and layout are used. Review the table below to see which actions you can use on the report pages.
| Report | Actions |
| Sales Orders |
On the Sales Orders Action tab, you can use the following actions:
On the Sales Order Action tab, a specific sales order page, you can use the following actions:
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| Sales Shipment |
On the Sales Shipment Action tab, you can use the following actions:
On the Sales Shipment Action tab, a specific sales Shipment page, you can use the following actions:
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| Sales Quotes |
On the Sales Quotes Action tab, you can use the following actions:
On the Sales Quote Action tab, a specific sales quote page, you can use the following actions:
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| Sales Invoices |
On the Sales Invoices Action tab, you can use the following actions:
On the Sales Invoice Action tab, a specific sales invoice page, you can use the following actions:
On the Posted Sales Invoices Action tab, you can use the following actions:
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| Sales Credit Memos |
On the Sales Credit Memo Action tab, a specific sales credit memo page, you can use the following actions:
On the Posted Sales Credit Memo Action tab, you can use the following actions:
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| Check Reports |
On the Payment Journals Action tab, you can use the following actions:
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| Purchase Quotes |
On the Purchase Quotes Action tab, you can use the following actions:
On the Purchase Quote Action tab, a specific purchase quote page, you can use the following actions:
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| Purchase Orders |
On the Purchase Orders Action tab, you can use the following actions:
On the Purchase Order Action tab, a specific purchase quote page, you can use the following actions:
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| Blanket Purchase Orders |
On the Blanket Purchase Orders Action tab, you can use the following actions:
On the Blanket Purchase Order Action tab, a specific purchase quote page, you can use the following actions:
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| Purchase Invoices |
On the Sales Credit Memo Action tab, a specific sales credit memo page, you can use the following actions:
On the Posted Sales Credit Memo Action tab, you can use the following actions:
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| Purchase Receipts |
On the Posted Purchase Receipts Action tab, you can use the following actions:
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Fields
The following field boxes are available:
| Field | Description |
| Header | |
| Usage | Select the type of report to which you want to assign entities and report layouts. |
| Entity Code |
Select the entity to which you want to assign reports and report layouts. |
| Lines | |
| Sequence |
Displays the order in which the reports will be generated. You can change the sequence numbers as needed. You can add multiple reports and layouts to the MEM Report Selection by Entity table and each line has a sequence number which determines the order in which the reports and layouts will be generated. For example, you have three report layouts assigned to entity 100. The first report layout in the table, 1 in the Sequence column, will be generated first, and 2 will be generated second and the same rule applies to all of the following entries on the MEM Report Selection by Entity table. |
| Report ID | Select the report ID you want to use. |
| Report Caption | Displays the name of the report you select. |
| Report Layout Name | Select the report layout you want to use. |
| Use for Email Body | Select whether or not to use the report and layout to insert summarized information, such as the invoice number, due date, or a link to a payment service in an email. |
| Use for Email Attachment | Select to attach the related report to an email. |
