Electronic report accessing filters from configuration designer

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Posted on by StanM

Hi, all,

I created an ER model / format to email order confirmations to customers. Within the designer, to test, I clicked "run" then expanded the filters. I entered sales order # 12345 as a filter. I ran it and it worked as expected.

I then went into print management forms setup and for "sales order confirmation" I created a new setting which referenced my ER format name.

Went into Modules >> All sales orders and filtered for sales order # 98765 (different from the SO# I used when testing). Then I clicked Sell >> Generate >> Confirmation. It did not work. I had to go back to ER designer and enter the new sales order 98765 into the filters before Generate >> Confirmation would work.

Why did the report function go back to look at my filters in ER designer?

Categories:

Microsoft Dynamics AX

Dynamics 365 Finance

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