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Have anyone used GER in D365 operations for generating PPS payment file for Australian bank Westpac
If yes, have you used the OOB Payment model or created new ones? Could you please outline the steps at very high level.
That's a quite specific question. Not sure if some other community members can provide you some hints for how to setup payment files for Westpac.
If you don't receive any other feedback, please contact your local MS support directly. They should be able to help you out.
There is "WBC Direct Entry System (AU)" format out of the box that uses "Payment model" payment model. It could be used with minor changes.
There is docs article that could help you in your findings docs.microsoft.com/.../general-electronic-reporting
Also you may find several task recordings in LCS that could guide you through the process.
Hallo Ludiwg, Yes it is.
So let me rephrase my question: Have you configured a payment file by using Payment model provided by Microsoft.?
The fields in the OOB payment model are not sufficient to configure the payment file for this bank. Should a new model has to be created? What is best way to achieve this?
I have done such a modification by making use of the configuration designer.
Not sure what you mean by new model.
I simply selected the payment configuration model, edited this one by making use of the designer and once all required changes were made, I changed the status to completed.
Some additional Information can be found here: docs.microsoft.com/.../modify-electronic-reporting-format-reapply-excel-template
Model allows you to expose new fields from DB. So if current model is not sufficient and it is not, you need to create new model derived from standard one. Then you can create new fields in the model and map them to AX fields. After that you need to create new design. It should be derived from standard design, there you can add new fields from the model you just created. Design is used to output a file. Multiple designs could use same model ( 4 standard au designs use one model)
This process sounds complicated but it is not, GER was introduced to allow non technical folks build and change e-documents without a line of code.
Thanks ievgen and Ludwig,
Finally decided to go with development of export format instead of GER.
It should work with GER, did you have any specific reason not to use it ?
Did you ever go back and rework this in GER? if so can you share what you did ?
I'm in the same situation as you, want to use GER but finding it hard to understand with the documentation that exists so I'm leaning towards using the export formats to get the work done.
There are some training videos on the dynamics learning portal availble that might help at least a bit to get started.
It's quite hard to start with it, because you don't have a lot of examples and documentation, so we cannot explain how to do new format in 2 sentences. But we can answer specific questions if you have them.
I'm trying to
1. Derive a new model from payment model
2. Derive a new model mapping from the corresponding model mapping
3. Create a format based on the new model
In regards step 2, creating the new model mapping, should I need to map all the data model definitions or only the one that I want to overwrite? By the error message I'm getting back it seems like I need to remap all the definitions.
In my case I've created a derived data model of the "Payment model" and a derived model mapping of "BankAndFinancialInstitution".
I've changed the BankAndFinancialInstitution to map to a data source (table record) and selected the ledgerjournaltrans table. I've mapped the bank account details to custom fields on the LedgerJournalTrans records assuming the bank details will be picked up from the ledgerjournaltrans records that I generate payments for.
I've created a new format that derives from the format "WBC Direct Entry System (AU)" and selected my derived model and derived model mapping.
When I run the export of the payment file it throws an error saying that I'm missing mapping for CustomerCreditTransferInitiation.
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