News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Electronic Reporting -...

Finance | Project Operations, Human Resources, ...

Answered

Electronic Reporting - Editing a format

(1) Share

Report

Report

Posted on by seekingsolutions24

18

I am trying to edit one of the Microsoft provided GER Configurations. It is the Reconciliation Configuration am having problems moving values that already exist in the excel file. I can delete ranges in the excel file, but when I move cells, they no longer populate, even if the cell name remains. How do I re-attach moved cells that already existed in the template?

Categories:

Dynamics 365 Finance

All responses Img

All responses (3)

Answers Img

Answers (1)

Verified answer

Alireza Eshaghzadeh 12,550 Super User 2024 Season 2 on at

Like (1)

Report
Electronic Reporting - Editing a format

Hi,
Please ensure that the cell is correctly defined using the Name Manager in Excel.

Pro Tip:
If you need to move a field within the same range in Excel, it’s effective to use Cut/Paste. This approach allows you to move labels seamlessly within the Excel file.

For more information, you can check out my blog post:

Business Documents – Part 3

Business Documents (BD) category posts
seekingsolutions24 18 on at

Like (0)

Report

Electronic Reporting - Editing a format

I have done that, and I can edit the data map, model, etc. It's just that when say, I move "Date and time" both value and label to another cell, row and even if i update it in the format model, it no longer populates where it has been placed and all I see is the label.
André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at

Like (0)

Report

Electronic Reporting - Editing a format

Hi Seeking solutions,

In case you need to make changes to the configuration, you would need to create a new provider and copy the GER configuration to your provider. Then you can make configuration changes in the electronic reporting template.

You can learn more here: Adjust an ER format to generate a custom electronic document - Finance & Operations | Dynamics 365 | Microsoft Learn

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2

Martin Dráb 230,445 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans