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How to trigger ER(Electronic Reporting) format report from batches form

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Posted on by charan12

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Hi All ,

I need to print a custom Electronic Reporting (ER) format from the Batches form in Dynamics 365 Finance & Operations .There is a custom button on the Batches form, and when the user clicks it, the ER format should be executed and printed. Based on videos and documentation, I understand that ER formats are usually supported through standard Print Management,

1.As per my knowledge, the batches form does not support print management setup.
2.Because of this, I cannot link my ER format through the standard Print Management setup.
3.Is there a way to trigger an ER format from the Batches Form?

Any guidance, best practices, or official Microsoft references.

Thanks in advance.

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Dynamics 365 Finance

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Martin Dráb 239,650 Most Valuable Professional on at

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You can run ER from any code; the integration in print management isn't the only way.

The key class is ERObjectsFactory.

For example, this is how it's used by BankPaymBalanceXML.runER():

ERModelDefinitionInputParametersAction modelDefinitionInputParametersAction = new ERModelDefinitionInputParametersAction(); modelDefinitionInputParametersAction.addParameter(erParmEmail, email) .addParameter(erParmFromDate, fromDate) .addParameter(erParmToDate, toDate) .addParameter(erParmSurveyCode, BankPaymBalanceSurvey::find(surveyCodeRecId).SurveyCode); ERObjectsFactory::createFormatMappingRunByFormatMappingId(tradeBLWIParameters.ERFormatMappingID, fileName) .withFileDestination(fileDestination) .withParameter(modelDefinitionInputParametersAction) .run();

Of course, there are many options. For example, you may want to pass temporary table buffers to the report, use various print destinations and so on.

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Alireza Eshaghzadeh 15,001 Super User 2026 Season 1 on at

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Hi,
When you have a custom ER configuration for a form that does not support standard printing through Print management, you typically need to follow these steps:

-Create a setup form/parameter mapping
Associate the ER configuration with the form so it can be triggered.
For example, extend Inventory and Warehouse management parameters (similar to Customer parameters > Electronic documents) and map your ER configuration there.

-Develop the application artifacts
Implement the logic (e.g., menu item or button extension + event handler) to call and run the ER report from the form.

-Modify the ER model mapping
Ensure your ER model mapping includes the required data fields for the report.

A full detailed walkthrough can be found in the Microsoft Learn documentation:
Design a new ER solution to print a custom report - Finance & Operations | Dynamics 365 | Microsoft Learn

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charan12 338 on at

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Thanks for the replying , @Martin Dráb

We have already developed a custom SSRS report, but now the user wants the same report in Electronic Reporting (ER) so that they can maintain it without developer involvement.

Is there any way to achieve this in ER without requiring additional X++ code?

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charan12 338 on at

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Thanks for the replying , @Alireza Eshaghzadeh

I will go through the above provided document link.

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Martin Dráb 239,650 Most Valuable Professional on at

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Whether they can design an electronic report with the same logic as the SSRS one without development depends on what data source and business logic it requires. It may be possible, but it may require X++ development, e.g. to populate a temporary table and passing it to the report, creating a class working as a data source or so.

Nevertheless users can't add a button to form and implement logic calling the report. That requires development. You'll also need a parameter for the mapping.

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