Electronic Reporting

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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

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Alireza Eshaghzadeh 12,468 Super User 2024 Season 2 on at

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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 452 on at

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Electronic Reporting

Hello community member,

For importing this MS Doc page section shows the components that are involved: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-overview-components?context=%2Fdynamics365%2Fcontext%2Ffinance#format-components-for-incoming-electronic-documents

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.

See: https://learn.microsoft.com/en-us/dynamics365/finance/localizations/global/rcs-overview

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 Microsoft Employee on at

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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