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

Customize Free text invoice Electronic Report

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Posted on by 486
Hello,
I am working on customizing the Free text invoice Electronic Report.
I have added a new custom field to CustInvoiceTable and the Temp table.
Populated the field inside the Data provider class. 
I dont know how to add the field to the ER report. Totally new to ER. 
Please send the steps
 
 
Thanks
 
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  • Suggested answer
    CA Neeraj Kumar Profile Picture
    5,262 Super User 2026 Season 1 on at
    Hi,
     
    Steps:
    1) Extend the Model (if no other existing fields can be utilized)
    2) Then Extend the Model Mapping:
    Go to the model mapping, create new configuration based on existing model mapping
     
    3) If the custom field is already extended properly, then it will reflect in the model mapping, you can bind that field (with caution to relative record list - better if you can share the screenshot at this page), 
    4) Extend the format to add new field in the format and bind with newly added field in Model.
     
    Regards,
    Neeraj Kumar
  • Assisted by AI
    Saif Ali Sabri Profile Picture
    2,791 Moderator on at

    Step‑by‑Step Guide: Adding a Custom Field to Free Text Invoice ER

    1. Open ER Configuration
      • Navigate to Organization administration > Electronic reporting > Configurations.
      • Make sure you have the latest Free text invoice format imported (usually under “Customer invoice”).
    2. Duplicate the Base Format
      • Select the Free text invoice format.
      • Click Create configuration > Derive from existing.
      • This ensures you don’t edit the standard Microsoft format directly.
    3. Extend the Data Model
      • In the derived configuration, go to the Data model.
      • Add a new field that corresponds to your custom field in CustInvoiceTable.
      • Give it a meaningful name (e.g., CustomField_InvoiceType).
    4. Map the Data Source
      • Open the Model mapping for the Free text invoice.
      • Add your Data provider class as a source (you already populated the temp table there).
      • Map the new field from the temp table to the data model field you created.
    5. Bind the Format Element
      • Go to the Format designer.
      • Locate the section of the invoice where you want the field to appear (e.g., header, footer, body).
      • Add a new text element and bind it to your custom data model field.
    6. Validate and Test
      • Save and complete the configuration.
      • Generate a Free text invoice and check if your custom field appears correctly.
      • Adjust formatting (font, position, alignment) as needed.
    7. Deploy to Production
      • Once tested, export the configuration from your dev/test environment.
      • Import it into production via ER configurations.
      • Assign it as the active format for Free text invoices.
  • Suggested answer
    Adis Profile Picture
    6,830 Super User 2026 Season 1 on at
    Hi,
     
    Its not a big thing, however, if you are new to ER, it can be. I would highly suggest to take some time and watch the video as it gives you also a hands on example that you can try yourself to get some feeling for it.
     
    You have to do the following steps which would include the quite some screenshots...
     
    1.: Copy (derive) the invoice model
    2.: Add the new custom field to the model - change the status to completed
    3.: Copy (derive) the model mapping
    4.: In the model mapping you have to add the the datasource to your model - change the status to completed
    5.: Copy (derive) the format
    6.: Add in the format the new field from the model mapping - change the status to completed
     
    Once you are familiar with ER, its quite simple, if not, there are quite some things that can go wrong, also depending on the complexity. You also need to take labels into account, maybe a formular in your format if you want to display it in certain way or if you want it to be visible on the invoice just under certain conditions.
     
    Thats why I would recommend getting familiar with ER.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

  • Suggested answer
    Shaluma Profile Picture
    369 on at
    Hi,

    In Model Mapping, select the required table record eg : Vendtable Then click the Edit button at the top. A dialog box will open. On the right side of the dialog, click Select Fields and choose the field(s) that you would like to add.


    Please find the below dialog,



    To add the required field, please follow the screenshot below.


    If you need to create a field in a data model and model mapping bind, please follow the steps below.

    Add Your Field to the ER Data Model (if needed)

    Select your Data Model config → Click Designer
    Navigate to the node where invoice lines/header data lives (e.g., InvoiceLines or Header
    1. Click New → Add a field with:
      • Name: e.g., MyCustomField
      • Type: String / Real / Integer (your X++ field type)
    2. Save

      Map the Field in Model Mapping

      Open your Model Mapping configuration → Click Designer
    On the left pane (Data Sources), expand Table Records → find your Temp table (it should already be a data source if your DP class populates it)
    If your Temp table is not listed as a data source:

    • Click Add → Table Records

    • Select your Temp table → give it an alias (e.g., CustInvoiceV2Tmp)
    On the right pane (Model), find the field you added custom field
    Drag your Temp table field from the left → Drop it onto the model field on the right (Bind button)
    Click Validate to confirm no errors
    Save


    If the issue still persists after following them, please raise a query, and we will be happy to support you further.

    Thanks,
    If you found it helpful, please consider marking it as verified — it may be useful for others in the future!
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    15,225 Super User 2026 Season 1 on at
    Hi @SKO
     
    If you are using the standard Business Document / ER invoice format, adding the field to the SSRS temp table and DP class is not enough by itself. ER uses its own data model and model mapping.
     
    You need to create derived ER configurations and add the field through the ER structure:
    1. Create a derived version of the Invoice data model.
    2. Add your custom field to the correct node in the data model.
    3. Create a derived version of the model mapping:   Invoice model mapping > Invoice customer
    4. In the model mapping designer, you should be able to find your custom field under:  $CustInvoiceJour > $CustInvoiceTable
    5. Bind this field to the custom field that you added in your derived data model.
    6. Complete the model and model mapping versions. If required, mark your derived model mapping as Default for model mapping.
    7. Create a derived version of the invoice format/business document and bind the new field in the format/template.
     
    If your custom value exists only in the temp table/DP class and not on CustInvoiceTable, then you need to expose that value to ER through the model mapping. But if the field is already on CustInvoiceTable, it is better to map it directly from $CustInvoiceJour > $CustInvoiceTable.
     

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