Menu item create for ER

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Posted on by CU05031448-0

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Hi Everyone,

I have created a ER report for customer group export and it is successfully export it in excel. As I am admin, that's why I am able to run it from Organization - Electronic reporting -- Configuration -- Model.

But this report will use by the end user. So, I guess I need controller class and new menu item to run the ER report.

As I am new to ER, kindly provide me reference for the controller class. I mean how will call the ER report to the controller class.

Thanks in advance!

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Dynamics 365 Finance

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CU05031448-0 1,275 on at

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Any update on this?

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Jonas "Jones" Melgaard 4,930 Most Valuable Professional on at

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Hi CU05031448-0,

Microsoft published a guide for it here: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-quick-start1-new-solution#DevelopCustomCode

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CU05031448-0 1,275 on at

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Thanks, Jonas for the reply. I go through the link which you provided. What I understood, I need only two classes like Controller and report services to call the ER through menu item.

Because below classes like:

Contract - required we have parameter in report

UI Builder - required when we need value in run time in dialog in report

DP - required when we need to fill data in Temp table and required business logic to manipulate data.

Am I correct?

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Jonas "Jones" Melgaard 4,930 Most Valuable Professional on at

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That is my assumption yes, they don't use the DP class in this example.

Try to implement this and see if it works for you.

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CU05031448-0 1,275 on at

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Thanks, Jonas for the reply.

Let's do that and will update you soon. thanks!

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CU05031448-0 1,275 on at

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Hi Jonas, I tried with the below classes:

Controller class:

class CustGroupsERController extends ERFormatMappingRunBaseController { public ClassDescription defaultCaption() { return "Customer groups report"; } public static void main(Args _args) { CustGroupERController operation; operation = new CustGroupERController(classStr(CustGroupERReportService), methodStr(CustGroupERReportService, generateReportByGER), SysOperationExecutionMode::Synchronous); operation.startOperation(); } }

Report Service class:

using Microsoft.Dynamics365.LocalizationFramework; class CustGroupsERReportService extends SysOperationServiceBase { public const str ERModelDataSourceName = 'model'; public const str DefaultExportedFileName = 'Customer groups'; public const str ParametersDataSourceName = 'RunTimeParameters'; public void generateReportByGER() { ERFormatMappingId formatMappingId = ERFormatMappingTable::findByName("Cust group format").RecId; if (formatMappingId) { try { ERIModelDefinitionParamsAction parameters = new ERModelDefinitionParamsUIActionComposite() .add(new ERModelDefinitionObjectParameterAction(ERModelDataSourceName, ParametersDataSourceName, "", true)); // Call ER to generate the report. ERIFormatMappingRun formatMappingRun = ERObjectsFactory::createFormatMappingRunByFormatMappingId(formatMappingId, DefaultExportedFileName); formatMappingRun.withParameter(parameters); formatMappingRun.run(); } catch { // An error occurred while exporting data. error("@SYP4861341"); } } else { // There is no data available. info("@SYS300117"); } } }

But I got the below error:

Could you please advise me where is my code is wrong and what changes are required to fix the issue.

Thanks in advance.

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Jonas "Jones" Melgaard 4,930 Most Valuable Professional on at

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Think I misread your question, sorry.
You should not have to make the DP class, but the other classes are required.

From the attached code in your last reply:

ERIModelDefinitionParamsAction parameters = new ERModelDefinitionParamsUIActionComposite()

.add(new ERModelDefinitionObjectParameterAction(ERModelDataSourceName, ParametersDataSourceName, "" (This is a class in Microsoft example, and explains why it complains about types), true));

Try to implement the contract and UI builder, and see if this helps you.

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CU05031448-0 1,275 on at

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Hi Jonas, thanks for your reply and I have tried the below classes as suggested.

Contract

public class CustGroupsERContract implements SysOperationValidatable { CustGroupId custGroup; public boolean validate() { boolean isValid = true; return isValid; } [DataMemberAttribute('CustGroup')] public CustGroupId parmCustGroup(CustGroupId _custGroup = custGroup) { custGroup = _custGroup; return custGroup; } }

Controller

class CustGroupsERController extends ERFormatMappingRunBaseController { public ClassDescription defaultCaption() { return "Customer groups report"; } public static void main(Args _args) { CustGroupERController operation; CustGroupsERContract contract = new CustGroupsERContract(); contract.parmCustGroup(); CustGroupsERReportService::generateReportByGER(contract); } }

Report service

using Microsoft.Dynamics365.LocalizationFramework; class CustGroupsERReportService extends SysOperationServiceBase { public const str ERModelDataSourceName = 'model'; public const str DefaultExportedFileName = 'Customer groups'; public const str ParametersDataSourceName = 'RunTimeParameters'; public static void generateReportByGER(CustGroupsERContract _contract) { ERFormatMappingId formatMappingId = ERFormatMappingTable::findByName("Cust group format").RecId; if (formatMappingId) { try { ERIModelDefinitionParamsAction parameters = new ERModelDefinitionParamsUIActionComposite() .add(new ERModelDefinitionObjectParameterAction(ERModelDataSourceName, ParametersDataSourceName, _contract, true)); // Call ER to generate the report. ERIFormatMappingRun formatMappingRun = ERObjectsFactory::createFormatMappingRunByFormatMappingId(formatMappingId, DefaultExportedFileName); formatMappingRun.withParameter(parameters); formatMappingRun.run(); } catch { // An error occurred while exporting data. error("@SYP4861341"); } } else { // There is no data available. info("@SYS300117"); } } }

*** Now when I run the report from UI

Account Receivable -- Report --

Note: When we click on the above menu item then I will NOT get any dialog for Customer group and the report will export the data in excel directly.

Organization administration - Electronic reporting -- Configuration

When I run the report, I am able to get the dialog to filter the Customer group.

Note - The same dialog I also expected from UI level also. When user run the ER form Account Receivable module.

Could you please let me know How will I fix the issue and why it is not displaying the dialog from UI level.

Thanks in advance!

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CU05031448-0 1,275 on at

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Hi Jonas, once available, could you please reply on this. Thanks!

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi,

You created an inappropriate question on the forum referring to this question. Please update this question to get it on the top of the list and in case persons have subscribed to the question, they will receive notifications.

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