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Finance | Project Operations, Human Resources, ...
Suggested Answer

Electronic reporting format designer mapping selection

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Posted on by 180

Hello all,

I try to create an excel export and followed Ludwigs post https://dynamicsax-fico.com/2018/08/26/ap-accruals-over-time-part-1/

My problem is - I need to send out the report via Electronic reporting destination to an email that I cannot find in the model as this only contains the fields I like to export.

How do I get that into the data sources for the Email formula?

pastedimage1594887958062v2.png

pastedimage1594887813256v1.png

I wanted to add the path in the format mapping, but here I miss the tables / table records to add:

pastedimage1594888181614v3.png

In other formats this is available, why not here? Is that the right way at all?

Thanks for your help.

I have the same question (0)
  • Suggested answer
    Mea_ Profile Picture
    60,284 on at

    You cannot add a table directly to a format. First, you need to modify model to add table there and then map format to model.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Evelyin,

    Once your ER export works you can define an output destination and specify the email from there e.g. use a customer email address, vendor email address, etc.

    I have a couple of examples on the blog how this can be achieved.

    Best regards,

    Ludwig

  • EvelynFoerster Profile Picture
    180 on at

    Thank you, I will try.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Good morning Evelyn,

    Just wanted to follow up on this one and ask if you have been able to get this work?

    Best regards,

    Ludwig

  • K_G Profile Picture
    142 on at
    I have been adding table records directly in the format configuration for years now. I can confirm that this has always been possible. For some reason, I too am now longer able to add tables and table records directly in the format designer.
     
    Has Microsoft made a change here recently?

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