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Electronic Reporting

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Posted on by Community member
Hii devs,
 
Can anyone helpme with impoting a excel file, where i need to push the data manually to my table by using electronic reporting in dynamics 365 finance and operation 
 
 
 
 
Categories:
Development / Customization / SDK
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 11,230 Super User 2024 Season 2 on at
    Electronic Reporting
    Hi,
    In addition to provided blog by Microsoft Learn, I suggest to check following blog by Ludwig Reinhard:
    Electronic Reporting: Import of GL Excel Journals (Part 1) | Microsoft BizApps Finance & Controlling (dynamicsax-fico.com)
  • jt1024 Profile Picture
    jt1024 452 on at
    Electronic Reporting
    Hello community member,
     
     
    As you have observed ER can be used for export (print outputs etc) and import.  I've not done import yet.
     
    Note also you want to start at the Regulatory Configuration Services, and look for a pre-existing set of Models, Model Mappings, etc from the Microsoft repository.
     
    From what I've gathered so far, we're to use RCS, and connect it to our ERP environments.  See my other post: https://community.dynamics.com/forums/thread/details/?threadid=f5c01c05-5895-ee11-be37-000d3a55bb34 "Electronic reporting configuration methods when using RCS" for my current understanding, though no one has confirmed my thoughts on this. I do have an open MSFT support ticket, I'll update my RCS methods post if I solve anything with MSFT support.
     
    Best Regards,
    - Jim
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Electronic Reporting
    Hi,
    The process involves creating data models and formats in ER. You need to create a data model, define the format, configure the mapping, create a configuration key, select the data model and format you created to import the data. For more information about ER you can check out the links below:
    Design a configuration for generating documents in Excel format - Finance & Operations | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana

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