The document composition is a list of all documents that will be merged into the final PDF when you print or email a Business Central document. It is displayed as a FactBox on supported document pages.
Where to find the composition
The Document Merge Composition FactBox appears on the following pages when Ventoo Document Merger is enabled for the corresponding document type:
|
Area |
Pages |
|---|---|
|
Sales |
Sales Quote, Sales Order, Sales Invoice, Sales Credit Memo, Posted Sales Invoice |
|
Purchase |
Purchase Quote, Purchase Order, Purchase Invoice, Purchase Credit Memo, Posted Purchase Invoice |
|
Reminders |
Issued Reminder, Issued Reminders |
How the composition is built
When you open a document page, Ventoo Document Merger automatically builds the composition if it does not already exist. The process follows these steps:
-
Create the main report entry (Sequence 1) - This is always the main report for the document type (for example, Standard Sales - Invoice for sales invoices).
-
Check for partner rules - If the customer or vendor has specific rules for this document type, those rules are used.
-
Fall back to global rules - If no partner rules exist, the active global rules are applied.
-
Discover matching documents - For each rule, the system finds documents that match the configured patterns, file types, and references.
-
Create document list entries - Each matching document gets an entry in the composition with the appropriate sequence number.
Note The composition is built once and then persisted. It is not rebuilt on every page visit. To force a rebuild, use the Rebuild action.
Composition columns
|
Column |
Description |
|---|---|
|
Sequence No. |
Position in the merged PDF. Sequence 1 is always the main report. |
|
Document Name |
The name of the document or file. |
|
File Extension |
The file type (for example, pdf, jpg). |
|
Included |
Whether the document is included in the merge. Uncheck to exclude. |
|
Attach Separately |
When checked, this document is attached as a separate email file. |
|
Source Type |
The source of the document (Document Attachment, Incoming Document, BC Report, or Static Document). |
Actions
Reorder documents
Use Move Up and Move Down to change the position of a document in the merged PDF.
Note Sequence 1 (the main report) cannot be moved. It is always the first document in the output.
Include or exclude documents
-
Select a document and choose Exclude to remove it from the merge without deleting it from the list.
-
Select an excluded document and choose Include to add it back to the merge.
Excluded documents remain visible in the list (shown in gray) but are not included in the PDF output.
Toggle attach separately
Choose Toggle Attach Separately to switch a document between merged (part of the main PDF) and separate (individual email attachment).
Configure report filters
For documents with source type BC Report, choose Configure Report Filters to open the standard Business Central report request page. This allows you to set filters and options for how the report is rendered.
Manual adjustments
When you make changes to the composition (reorder, include/exclude, toggle attach separately), the document list is marked as Manually Adjusted. This prevents the auto-rebuild feature from overwriting your changes.
Important If you want the auto-rebuild feature to manage the composition again, you must use the Rebuild action to reset the manual adjustment flag and regenerate the list from rules.
Visual indicators
The composition uses the following visual cues:
|
Indicator |
Meaning |
|---|---|
|
Sequence 1 highlighted |
Main report - cannot be edited or removed. |
|
Gray/dimmed text |
Document is excluded from the merge. |
|
Highlighted/purple |
Document is marked as "Attach Separately". |