Introduction

Wed, 20 May 2026 00:00:00 +0000

Key Usage Scenario’s

Extends the standard report templates in Dynamics 365 Business Central with additional fields related to the Bricklead application.
Translate every field caption on printed documents into any language.

Supported Editions

This app supports the Essential and Premium editions of Dynamics 365 Business Central.

Supported Countries

All countries where Microsoft Dynamics 365 Business Central is available.

Supported Languages

All languages linked to the countries where Microsoft Dynamics 365 Business Central is available.

Requirements

Basic knowledge of basic setup and use of Microsoft Dynamics 365 Business Central.

Usage

Wed, 20 May 2026 00:00:00 +0000

Overview

The Word Document Tool (WDT) is a Bricklead application built on Microsoft Dynamics 365 Business Central. It replaces the standard report layouts with fully customizable Microsoft Word-based documents for business documents such as sales orders, purchase orders, invoices, shipments, and more.

WDT enables your team to produce professional, branded documents directly from Dynamics 365 Business Central — with support for multilingual labels, structured comments, lot traceability data, and multiple visual themes.

Key Features

Word-based layouts for all major sales and purchase documents
Multiple built-in layout themes selectable at print time
Multilingual label management — translate every field label into any language
Comment management — configure comments to appear in document headers or footers, per document type
Tracking data — lot numbers, serial numbers, and expiry dates can be included on documents
Interaction logging — optionally log document printing as a marketing interaction
Email attachment and email body support

Supported Documents

WDT provides Word layouts for the following document types:

Sales Documents

Document	Description
Sales Quote	Pre-sale offer sent to a customer
Sales Blanket Order	Long-term sales agreement with a customer
Sales Order	Confirmed customer order
Pro Forma Invoice	Preliminary invoice for customs or compliance purposes
Sales Shipment	Posted delivery note confirming goods dispatched
Posted Sales Invoice	Definitive customer billing document
Posted Sales Credit Memo	Correction or cancellation of a posted sales invoice

Purchase Documents

Document	Description
Purchase Quote	Request for quotation sent to a vendor
Purchase Blanket Order	Long-term supply agreement with a vendor
Purchase Order	Confirmed order sent to a vendor
Posted Purchase Receipt	Document confirming receipt of goods from vendor

Layout Themes

Each document is available in four built-in visual themes that can be selected at print time or configured as the default:

Theme	Description
Black & White	Clean, monochrome layout — suitable for standard printing
Iced	Light blue accent design
Basic	Simplified layout with minimal styling
Red	Accent design with red highlights

The default theme applied when printing a document is Black & White. You can switch themes on the report request page before printing.

Printing a Document

From a Sales or Purchase Document

Open the document you want to print (e.g., a Sales Order).
Select Print or Send from the action bar.
The report request page opens. Set the desired filters.
In the Options section, configure:
- Log Interaction — enable this to record the printing as a marketing interaction (visible only if an interaction template is configured for the document type).
- Show Comments — enable this to include header comments, line comments, and footer comments in the printed output.
Select the layout you wish to use from the rendering options.
Select Print or Preview.

Note: When a document is printed (not in preview mode), the system automatically updates the document’s print counter and the last printing date and time.

Word Labels

What Are Word Labels?

Every field caption and translated text that appears in a printed document (e.g., “Quantity”, “Unit Price”, “Delivery Date”) is managed through Word Labels. This allows you to translate or customize any label that appears on your documents, per language.

Word Labels are automatically created the first time a document is printed if a label does not yet exist in the system. The label is resolved in the following order:

The exact translation for the document’s language
The English (ENU) default translation
The field or table caption from Dynamics 365 Business Central
The label code itself (for English only)

Accessing Word Labels

To manage Word Labels, search for Word Labels in Dynamics 365 Business Central.

The Word Labels list displays all labels registered in the system.

Word Labels List — Fields

Field	Description
Code	The internal identifier of the label, matching the field name used in the document template (e.g., `Quantity`, `Document Date`)
Language Code	The language for which this translation applies (e.g., `ENU`, `FRA`, `DEU`)
Translation Status	Indicates the current state of the translation (see below)
Description	The translated text displayed on the document

Translation Status Values

Status	Meaning
Not Translated	No translation text has been entered — the label will fall back to the English default
Translated	The label has been translated automatically (by the system, based on field captions or predefined values)
Manually	The label text has been manually entered or edited by a user

Labels with a Not Translated status are highlighted in red in the list to make them easy to identify. Use the Translation To Check view to filter and review all untranslated labels.

Editing a Label

Open the Word Labels list.
Locate the label you want to modify using the Code and Language Code.
Update the Description field with the desired translated text.
The Translation Status will automatically change to Manually once text is entered.

Predefined Labels

The following labels are pre-configured with standard translations and are available out of the box:

Label Code	Default English Text
`Quote`	Quote
`Order`	Order
`Invoice`	Invoice
`Pro Forma Invoice`	Pro Forma Invoice
`Credit Memo`	Credit Memo
`Shipment`	Shipment
`Receipt`	Receipt
`Return Order`	Return Order
`Blanket Order`	Blanket Order
`Transfer Order`	Transfer Order
`Inventory Pick`	Inventory Pick
`Pick`	Pick
`Inventory Put-Away`	Inventory Put-Away
`Put-Away`	Put-Away
`Subtotal`	Subtotal
`Total Excl. VAT`	Total Excl. VAT
`Total Incl. VAT`	Total Incl. VAT
`Total VAT`	Total VAT
`Total Gross Weight`	Total Gross Weight
`Total Net Weight`	Total Net Weight
`Total Volume`	Total Volume
`Delivery Date`	Delivery Date
`Sales Person`	Sales Person
`Purchaser`	Purchaser
`Separator`	`:` (colon + space)
`Greeting Text Letter`	Hello
`Body Text Letter`	Thank you for your business. Your %1 is attached to this message.
`Closing Text Letter`	Sincerely
`Payment Discount Text Letter`	If we receive the payment before %1, you are eligible for a %2% payment discount.

Comment Management

What Are Document Comments?

WDT provides a powerful comment system that lets you define reusable text blocks that are automatically printed on your documents. Comments can be placed in the header (before the lines) or footer (after the lines) of a document.

Comments entered directly on the document (standard Business Central comment lines) can also be included when the Show Comments option is enabled at print time.

Comment Details Setup

To configure reusable comment codes, search for Comment Details in Dynamics 365 Business Central.

Each comment code defines where and on which document types the comment should be printed.

Comment Details — Fields

Field	Description
Code	Unique identifier for the comment code (up to 10 characters)
Description	A descriptive label for the comment code
Print On	Where on the document the comment is printed: Header or Footer
Sales Blanket Order	Print on Sales Blanket Orders
Sales Quote	Print on Sales Quotes
Sales Order	Print on Sales Orders
Sales Invoice	Print on Sales Invoices
Sales Return Order	Print on Sales Return Orders
Sales Credit Memo	Print on Sales Credit Memos
Purchase Blanket Order	Print on Purchase Blanket Orders
Purchase Quote	Print on Purchase Quotes
Purchase Order	Print on Purchase Orders
Purchase Invoice	Print on Purchase Invoices
Purchase Return Order	Print on Purchase Return Orders
Purchase Credit Memo	Print on Purchase Credit Memos
Shipment	Print on Sales Shipments and Return Shipments
Warehouse	Print on Warehouse documents (Picks, Put-Aways)
Transfer	Print on Transfer Orders
Production Order	Print on Production Orders
Assembly Order	Print on Assembly Orders

How Comments Are Printed

When a document is printed with Show Comments enabled:

The system reads all Comment Details records that match the document type and the Print On position (Header or Footer).
For each document comment line, if the comment line references a Comment Code, the system checks whether that code is configured for the current document type. Only matching codes are printed.
Comment lines without a code (free-text comments entered directly on the document) are always included in the header — they are never included in the footer.

Example: If you define a Comment Code ALLERGEN-NOTICE with Print On = Footer, Sales Order = Yes, and Sales Invoice = Yes, this comment will automatically appear at the bottom of all Sales Orders and Sales Invoices where it is referenced on the comment lines.

Data Included in WDT Documents

Each WDT document template exposes a rich set of data sections that your Word layout can display. The sections available are summarized below.

Company Section

The company block is populated automatically from your company setup and the responsibility center associated with the document.

Information	Description
Address lines 1–8	Company or responsibility center address
Phone No.	Company phone number
Fax No.	Company fax number
E-Mail	Company e-mail address
VAT Registration No.	Company VAT number
GLN	Global Location Number
IBAN / SWIFT	Bank account identifiers
Bank Name / Branch No. / Account No.	Bank details
Logo / Picture	Company logo image
Registration No.	Legal registration number
Company Comment 1 & 2	Customizable free-text labels

Party Addresses

The following address blocks are available on sales documents:

Section	Description
Sell-to	The customer who placed the order
Bill-to	The customer to be invoiced
Ship-to	The delivery address
Vendor (Buy-from)	The vendor address on purchase documents

Each address block includes up to 8 address lines, phone, fax, e-mail, VAT registration number, and GLN.

Document Header

The header section contains all key document identifiers and dates:

Field	Description
Document Type	Translated document type label (e.g., Order, Invoice)
Document No.	The document number
Document Date	Date of the document
Posting Date	Date the document was or will be posted
Due Date	Payment due date
Currency Code	Document currency
Exchange Rate	Currency exchange rate (only if not local currency)
Payment Terms	Translated payment terms description
Payment Method	Translated payment method description
Shipment Method	Translated shipment/Incoterm description
Shipping Agent	Name of the carrier
Sales Person / Purchaser	Name of the assigned sales person or purchaser
External Document No.	Reference number from the customer or vendor
Delivery Date	Promised or requested delivery date (whichever is filled in first)
Order Date	Date the order was placed

Document Lines

Each line in the document exposes the following information:

Field	Description
Line No.	Sequential line number
Item No. / No. 2	Internal item number and secondary item reference
Variant Code	Item variant
Description / Description 2	Item description lines
Extended Text	Attached extended text lines
Quantity	Ordered quantity
Unit of Measure	Translated unit of measure
Base Unit of Measure	Base unit of measure for the item
Unit Price / Direct Unit Cost	Price per unit (gross)
Net Unit Price	Price per unit after discounts
Line Discount % / Amount	Line-level discount
Line Amount	Extended amount before invoice discount
Invoice Discount Amount	Header-level discount applied to the line
Amount Excl. VAT / Incl. VAT	Net and gross line amounts
VAT %	VAT rate applicable to the line
VAT Amount	VAT amount on the line
EAN / Item Identifier	Barcode or item identifier
External Reference (Customer/Vendor)	Customer or vendor cross-reference code
Country of Origin	Country of origin of the item
Tariff No.	Customs tariff / HS code
Net Weight / Gross Weight	Weight per line (quantity × unit weight)
Item Image	Item picture

Totals Section

Field	Description
Subtotal (lines)	Sum of all line amounts before invoice discount
Invoice Discount	Total header discount deducted
Net Amount Excl. VAT	Total amount after all discounts, excluding VAT
Total VAT	Total VAT amount
Total Amount Incl. VAT	Grand total including VAT
Payment Discount on VAT	Payment discount applicable to VAT
Total Net Weight	Sum of net weights across all item lines
Total Gross Weight	Sum of gross weights across all item lines
Total Volume	Sum of volumes across all item lines
Total Quantity	Sum of quantities across all item lines

VAT Amount Specification

A dedicated section lists VAT detail lines per VAT identifier, showing the VAT rate, base amount, VAT amount, and associated VAT clause text (translated into the document language when available).

Letter Text Section

WDT documents can include a letter-style introduction and closing:

Field	Description
Greeting	Configurable greeting text (default: Hello)
Body	Body text referring to the document type
Closing	Closing salutation (default: Sincerely)
Payment Discount Message	Automatic message displayed when a payment discount is offered, showing the discount percentage and due date

Lot Traceability on Documents

WDT includes built-in support for lot and serial number traceability directly on printed documents. This is particularly relevant in the Food & Beverage industry, where regulatory frameworks (EU, FDA, GFSI) require accurate traceability information on delivery and shipping documents.

The following tracking information can be included in document lines:

Field	Description
Lot No.	The lot or batch number associated with the shipped or received item
Serial No.	The individual serial number of the item
Expiry Date (DDM / DLC)	The expiration date of the lot, retrieved from item ledger entries
Quantity	The tracked quantity (in document UOM or base UOM)
Unit of Measure	The unit of measure for the tracked quantity

Tracking data is resolved automatically from the item ledger entries linked to the document lines. The expiry date is retrieved using the standard Business Central item tracking retrieval logic.

Report Selections

What Are Report Selections?

Report Selections in WDT control which Word Document Tool report is used to print a specific document. This is equivalent to the standard Business Central Report Selections, but dedicated to WDT reports.

Report Selections are typically configured by your system administrator during the initial setup of WDT.

Report Selections — Fields

Field	Description
Table	The source document table (e.g., Sales Header, Purchase Header)
Usage	The context in which the report is used (e.g., Order, Invoice)
Source Type	Optionally restrict the selection to a specific customer, vendor, or item
Source No.	The specific customer, vendor, or item number (if Source Type is set)
Sequence	The print order when multiple reports are defined for the same usage
Report	The WDT report to use
Use for Email Attachment	Enable this to use the report as an email attachment when sending documents by email
Use for Email Body	Enable this to use the report as the email body
Email Body Layout Code	The custom layout to use as the email body (if different from the attachment layout)

Tip: You can define different report selections per customer or vendor. For example, you can use a specific Word layout for a key account customer by setting the Source Type to Customer and entering the customer number in Source No.

Permissions

To use Word Document Tool features, users must be assigned the WDT Basic permission set. This permission set grants read access to all WDT document data and write access to manage Word Labels.

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