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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Electronic Reporting D...
Finance | Project Operations, Human Resources, ...
Answered

Electronic Reporting Destinations - not running when used by another person

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Posted on by Hetal Gore 102

Hi, 

I created a Electronic reporting destination for my BDM - Vendor Payment Advice - Excel (Copy) report to be sent via email to a vendor and also to display the same remittance advice on Screen, see below for my set-up:

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pastedimage1667311615608v2.png

pastedimage1667311653832v3.png

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pastedimage1667311703554v5.png

When i go to vendor payment journal > Line > Print > Payment Advice > Use print Management Setting 

pastedimage1667311889417v6.png

I receive the email and also see the document on Screen. 

However when my colleague runs the payment advice the same doesn't happen.

Can you advise why this could be the case?

Both myself and colleagues have System Admin security role

I have the same question (0)
  • Verified answer
    Hetal Gore Profile Picture
    Hetal Gore 102 on at

    Hi All,

    I managed to figure this out: the report is in draft so the user needed to have there user parameter under electronic reporting set to:

    Use destinations for draft status = Yes:

    Organisation Admin > Electronic reporting workspace > Reporting configuration > select the format > click configurations > User Parameter > tick yes to Use destinations for draft status.

    Thanks

    Hetal

  • Charlotte X Profile Picture
    Charlotte X on at

    Hi Hetal Gore,

    Is your problem solved?

    Best Regards,

    Charlotte

  • Hetal Gore Profile Picture
    Hetal Gore 102 on at

    Hi Charlotte,

    Yes i managed to resolve this myself.

    Kind Regards,

    Hetal

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