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post will explain the concept of the format mapping in Electronic Reporting. After
this blog post you should have a general idea on how to create a format mapping
and the types of format mappings present in Electronic Reporting.
This post assumes that you are familiar with the basics of Electronic Reporting and that you have a good understanding of data models and model mappings. Due to the size and complexity of a format mapping this topic will be split up into multiple posts.
In this post we will focus on creating an import and export format mapping, creating attachments and the general setup required for using these attachments and mappings.
As we have
seen in our previous post about model mappings the format mapping is the
binding of the format destination or source (the file) to the data model. Setting
up a new Electronic Reporting configuration requires you to follow the order
Data model, to Model Mapping, to Format Mapping.
mapping is the configuration component which determines the type of input or
output file. Because of this characteristic the configuration components and use
differ slightly per file type you are configuring, this is something that will
be covered in future blog posts. On top of this configuring a format for import
requires a different approach in setup than a format for export. Another
feature is that you can write back information into Dynamics 365 for Finance
and Operations based upon the exported data, this can be very useful but
complex in set up as well.
To create a
new export format mapping select a data model you want to create a format
mapping in and click on .
Then select the radio button and enter a name.
The description is optional but recommended to fill in and for an export format you are required to select the Data model definition you are basing the export format on.
Leave the format type empty, this is intended for import formats and selecting a format type will limit the choices you have later in the format editor and leave Supports Import on No as well.
The data model version is optional to fill in, but I recommend keeping it empty as Electronic Reporting will fill in the latest version by default.
Create configuration to create your new Export Format Mapping.
creation of an import format mapping is much like an Export Format Mapping
click on .
select the radio button , and enter a
name and an optional description. Set the radio button for supports data import
to yes and determine a file format type you will be importing.
the file format type is not mandatory, it is recommended to fill in as imports
are not run from the format mapping but from the model mapping. Because there
can be multiple import format’s pointing at the same model mapping, this format
type field tells Electronic Reporting which format mapping to use for which
file type. Besides this, the file type filters the available options in the
mapping designer as well, making configuration a little bit easier because of
the cleaner drop downs. Click on create configuration to create the import
Electronic reporting supports different file types for importing data and exporting data. The format mapping is the configuration which determines the file type. When exporting files, a file is created, and its contents are mapped by this configuration. When exporting data to a text-based file (JSON, XML, Other Text), Electronic Reporting can facilitate creating the file and performing the mapping of the data.
However, when exporting data to a file which is not text-based (Excel, Word, PDF), Electronic Reporting can’t create the file and requires a template file to which the data is mapped. This template file is added as an attachment to the format mapping configuration.
attachments are opened from the attachment button on the format configuration,
note that this is a different menu to the regular attachment window (marked
To create a
new attachment, click on the new button and select the document type you have
configured in the parameters. In this window you will see the attachments
available in the format mapping configuration. When you have added an
attachment as a template for a format configuration, you will have to map this
template in the configuration designer as well.
creating a new attachment, you have the option to select out of all available
document types. However, even if you can attach all the document types to a
format configuration, only the file type configured under the Electronic
Reporting Parameters will show up in the template dropdown in the format
document type that is relevant for this is the Configurations document type. As
you can see in the screenshot above, I have changed this to DM_ER_Templates.
should be able to understand the creation of a new import and export format
configuration. Besides this you should be familiar with the concept of
template-based configurations and text-based configurations and you understand
the parameter setup required for this.
for the next blog post, in which we will cover the designer menu overview.
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