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Customize Free text invoice Electronic Report

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Posted on by SKO

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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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Dynamics 365 Finance

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CA Neeraj Kumar 5,254 Super User 2026 Season 1 on at

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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

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Saif Ali Sabri 2,612 Moderator on at

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

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”).

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.

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).

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.

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.

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.

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.

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