Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Supply Chain Management forum / Electronic reporting
Supply Chain Management forum
Unanswered

Electronic reporting

(1) ShareShare
ReportReport
Posted on by EGrotberg 202
Hi all
 
I need to add to fields from the SalesTable into a electronic reporting format (Invoice). What is the easiest way to fix that?
 
Best regards
Erik
Categories:
Administration and Setup
  • Adis Profile Picture
    Adis 656 on at
    Electronic reporting
    Hi,
     
    I started recently with ER and besides the MS documentation I can recommend the following youtube video that explains basic things about ER and shows how to change the standard format provided from Microsoft.

    Electronic Reporting & Business Documents for Beginners in D365 Finance & Operations
     
    Kind regards, Adis
  • Mark Brinchmann Jensen Profile Picture
    Mark Brinchmann Jensen 11 on at
    Electronic reporting
    Hallo EGrotberg,

    You need to go into your model mapping, and either find the SalesTable through relations, or add the table and create your own relations between the tables.

    After you have located or added your SalesTable, you can now Map the datasource to the data model. I suggest you add new fields to your data model, in which you can use to map the datasource to. After you have done this complete both the Data model and the Data model mapping.

    Now with your new datasources, all you have to do is map them inside the format. But first you need to tell your format which data model to use. You do this by selecting the data model on the Mapping pane inside of your Format. Here you press "Edit" and change the data model version to the one you have just created (Typically the newest one)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,584 Super User on at
    Electronic reporting

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,584 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,864 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans