Tag: ER Export
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A Guide to Daily Data Aggregation in Electronic Reporting
From time to time, I need to develop reports that present monthly data aggregated by day. In this post, I’ll demonstrate how a user can select a specific month of the year and generate a CSV report showing the total vendor invoiced amount for each day. I’ll also walk through the methodology I use and…
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How to Easily Create an Excel File in Electronic Reporting (ER)
In this post, I’ll explain an easy way to create an exportable Excel file using ER. Typically, I use Excel for exporting tables and similar files that need to be opened directly in Excel. For business documents like invoices and orders, I generally prefer Word, though Excel can also be used for these documents, as…
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Barcodes in Electronic Reporting
ER has a built-in function to display different types of barcodes. It’s quite simple to use and works great for printing labels and other types of documents. I’ll show an example where a barcode needs to be printed. This barcode could be Ean13, Code128, or blank. Model and Mapping While this step isn’t strictly necessary…
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The Fast Way to Filter Electronic Reporting by Selected Records
Sometimes, we need to print a report based on filtered records. While there is a default function for this in ER table records, using the “Ask for query” option, this may not always meet the user’s needs. Instead, the user might prefer to select the records directly from the form and then click the report…
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Extending Electronic Reporting Destinations: Integration with OneDrive (III)
In this final post of the series, I’m going to explain how to send files to OneDrive. Since I’ve implemented this functionality in a separate class, it’s more independent from the ER destinations. This is intentional because we may want to reuse the class for other developments. If you are extending destinations that aren’t for…
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Extending Electronic Reporting Destinations: Integration with OneDrive (II)
To implement the logic, we will create four classes: We won’t write the final class now. I’ll explain it in the next and last post of this series. For now, we will show an info message to verify it’s working. After compiling, we should see the destinations with a lookup for the connection. The enabled…
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Extending Electronic Reporting Destinations: Integration with OneDrive (I)
By default, you can export ER generated files to your computer, to a tab in your browser, to an email, to an archive (either the default SharePoint or the default Azure Storage), to a printer, and even to Power BI (though I’m not sure how this works, it seems to pass through SharePoint). Most of…
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Create a Word/PDF in Electronic Reporting (III)
In the last two posts, we explored how to create a Word document with ER. In this final part of the series, I will show you how to fix common issues when working with Word, name the document, and finally export it as a PDF. Line break By default, Word deletes line breaks and substitutes…
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Integrating Electronic Reporting export formats into the UI
We’re going to see how to integrate an ER export format into a form. This involves adding a button that, when clicked, will execute a parameterized ER format and pass arguments from the currently selected record. We have this table, where the first two strings act as a unique key: Additionally, we have a Model,…
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Export Message Creation in D365F&O Electronic Reporting: Part IV – The Format
In this final part of the series, we’ll explore how to create a text file using some of the data we’ve gathered in our mapping. The file will be organized into sections, with information sorted both by a suffix on each line and the data’s position within the line. This format is commonly used in…
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Export Message Creation in D365F&O Electronic Reporting: Part III – The Mapping
In this final part of the mapping, we’re going to link our declared and transformed objects with the model and then check if the data we are getting is what we were expecting. There are two ways to link nodes: either directly with the ‘Bind’ button or using the formula UI ‘edit’. Let’s start with…
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Export Message Creation in D365F&O Electronic Reporting: Part II – The Mapping
In this second part, we’re going to see how to create the mapping. This is the most technical part, and while we’re going to keep it simple, it sometimes requires knowledge of the system architecture and access to Visual Studio, or the help of someone with a technical profile. I’ve decided to split the mapping…
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Export Message Creation in D365F&O Electronic Reporting: Part I – The Model
In this series, we’re going to learn how to create a simple export message with Electronic Reporting (ER) from scratch, without extending any generic message from Microsoft. The goal is to generate a txt file containing filtered data from customer invoices. There are three kinds of nodes or steps involved in creating an export message:…