Tag: ER Format
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Electronic Reporting: The Callback
There is an ER pattern called ‘The Callback‘ for data exporting, followed by adding data to tables or entities in the system. This pattern is typically used to mark certain records as exported. I also use it sometimes to add the export timestamp. I learned about this pattern a few years ago, but I couldn’t…
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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.
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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’:
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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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Set up lookup parameters in Electronic Reporting
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…