Electronic Reporting/Business Document Management is the out of the box tool provided in D365 Finance & Operations, for designing custom reports and documents. Designing a custom document allows the customer to ensure that the report will contain the required data and fit their branding.

One of the documents that can be designed and configured with these tools is the Purchase Order Confirmation document. If print management is configured to print this document using Electronic Reporting/Business Document Management, then the custom Purchase Order Confirmation document will be printed in all applicable modules in D365. This includes Procurement and Sourcing for internal users, and Vendor Collaboration for external users.

However, external users are unable to print the custom document designed in Electronic Reporting/Business Document Management, in Vendor Collaboration. Instead, they are presented with an error message and no document is printed. Microsoft support and the product group have confirmed that this is a gap in the standard product. Only the standard SSRS report for this document is supported for external users in Vendor Collaboration.

It is not possible to configure print management to print the custom document for internal users in Procurement and Sourcing, and the standard SSRS report for external users in Vendor Collaboration. This means however the system is configured, either the internal users or external users are going to lose out. Either external users can't print anything, or the internal users have to print the standard SSRS report that doesn't meet requirements.