Tag: ER mapping
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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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Mapping priority in Electronic Reporting
In ER, there may be multiple mappings for a single model. This is because there could be different ways of filling it. In this post, I’m going to explain how the system knows which one to run. Let’s start with this example of an export message. We have a model, three mappings, and a format.…
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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.