Tag: ER Format
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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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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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Create a Word/PDF in Electronic Reporting (II)
We already have the format mapped, so we can download our Word document by selecting the Word node, going to ‘Attachments’ and then selecting ‘Open’: Let’s open our Word document and ensure we have the ‘Developer’ tab enabled. If it’s not visible, you can activate it by navigating to ‘File’ > ‘Options’ > ‘Customize Ribbon’.…
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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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Converting ER Lookup Codes to External Codes: A Step-by-Step Guide
In this blog post, I’ll show you how to change lookup data in Dynamics 365 for Finance and Operations into internal enumerations set up by users, accessible through the standard UI for each legal entity. Specifically we’ll look at how to change tax codes from the TaxTable into external codes, like ‘VAT’, ‘Green taxes’, and…