About Beyond Document Designer
About this Extension
Beyond Document Designer is an extension for Microsoft Dynamics 365 Business Central.
It was developed by:
BEYONDIT GmbH
Schauenburgerstraße 116
24118 Kiel
Germany
info@beyondit.gmbh
+49 431 3630 3700
Beyond Document Designer allows you to customize the documents with a header image, footer image and, if necessary, a watermark. Create your own digital stationery and generate your reports directly with it.
You can also design the content of the reports. In addition to the font and font size, you can also add additional fields to the report. Change the font style, add a signature field, define a new name for a field in the document, set whether item numbers should be printed or hidden and much more.
Beyond Document Designer supports the following reports and documents:
| Purchase | Sales |
|---|---|
| Purchase Quote | Sales Quote |
| Purchase Order | Sales Order |
| Purchase Credit Memo | Sales Credit Memo |
| Purchase Return Order | Sales Return Order |
| Purchase Blanket Order | Sales Blanket Order |
| Purchase Return Shipment | Sales Shipment |
| Purchase Receipt | Sales Return Receipt |
| Purchase Invoice | Sales Invoice |
| Purchase Proforma Receipt | Sales Proforma Shipment |
| Sales Proforma Invoice |
| Warehouse | Finance |
|---|---|
| Direct Transfer | Finance Charge Memo |
| Transfer Order | Issued Finance Charge Memo |
| Transfer Receipt | Issued Reminder |
| Transfer Shipment | Reminder |
| Posted Warehouse Receipt | |
| Posted Warehouse Shipment | |
| Warehouse Receipt | |
| Warehouse Shipment |
Optionally, you can create additional documents for the Service business area; this requires the Beyond Document Designer Service bridge app. For more information on the range of functions Beyond Document Designer Service offers you, please refer to the product-specific documentation. Click here to access the documentation for Beyond Document Designer Service.
The latest version of this documentation can be found at the following link: Beyond Document Designer Documentation.
We can customize the events you can plan with the planning board according to your needs. The examples described in this documentation represent only a part of the possibilities that the Beyond Document Designer solution offers you. If you have a specific case that you would like to map via the solution, please feel free to contact us.
Note
Dependencies from or to other apps
Additional, basic applications are required to use Beyond Document Designer. The following applications are required to use Beyond Document Designer and are automatically installed:
- Beyond License: Management of trial and full licenses for apps/add-ins from BEYONDIT.
- Beyond Signature: App for digital signatures in reports, receipts and documents in Business Central.
- Beyond Report Preview: App for viewing reports, receipts and documents in Business Central.
- Beyond Rich Text Editor: App for using rich text (formatted text) in reports.
Documentation Information
| Version | Date | Autor | Comment |
|---|---|---|---|
| 1.0 | 17.02.2025 | Jannic Weidel | Initial (English) Version of the documentation |
| 1.1 | 12.06.2025 | Jannic Weidel | Added Preface Chapter |
| 1.2 | 02.07.2025 | Jannic Weidel | Documentation for new feature Print several Field Values Of A Record In One Line |
| 1.3 | 16.07.2025 | Jannic Weidel | Added notes and hints and a link to Beyond Signature |
| 1.4 | 04.08.2025 | Jannic Weidel | Added new chapter Define formats |
| 2.0 | 04.11.2025 | Jannic Weidel | Renaming of product to "Beyond Document Designer" |
| 2.1 | 20.11.2025 | Jannic Weidel | Added new screenshots and Add barcode to report chapter |
| Document Access | public |