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ER- share point destination

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Posted on by D365FO user

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Hi,

When i put the ER destination to sharePoint... a record still gets created in ER jobs? is this standard functionality?

1. if i multi select multiple invoices and click send in invoice Journal form, i can see the two files in sharePoint, However, 2 records gets created in ER jobs... How can i make it to only create one record in ER for all selected invoices? because i think this makes it slower ( each record in ER jobs takes about 8 seconds to be created).

For example in DMF, i can send multiple files to azure using on record in batch jobs. How can i make that similar in ER?

2. How can i make the send of multiple invoices be in a batch process in ER.? And what is the difference between ER jobs and batch jobs?

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Ludwig Reinhard Microsoft Employee on at

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Hi D365FO,

ER jobs are created whenever you create an e-invoice.

For No 1:

As far as I know, you cannot combine things here.

For No 2:

As far as I know, there is not specific batch process that you can configure for that purpose.

Best regards,

Ludwig

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D365FO user 465 on at

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Hi Ludwig,

i was thinking maybe if i create a new model based on AccountNum, then i'll be able to send multiple invoices in one file and in on ER job.

So here's what i did (simple), please correct me with what i'm doing wrong

Here is the model

In the data sources:

I added custTable and inside it custInvoiceJour (not sure if this is right)
and here's the mapping for the dataSource (what should i map invoices and invoice to?)

However, i'm having some issue in xml format, i'm not sure how to build it, so i tried this:

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Ludwig Reinhard Microsoft Employee on at

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Hi D365FO user,

For what reason, do you want to export all of the customer invoices in an XML format?

Why is that needed?

Best regards,

Ludwig

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D365FO user 465 on at

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Hi Ludwig,

yes i want to see all the customer invoices in one file.. can you please help me in doing my first ER

** i think this will help me in creating one record in ER jobs instead of multiple ones... i can in the future add more dataSources to see the lines and other fileds... just like DMF

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Ludwig Reinhard Microsoft Employee on at

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Ok. Let's try.

Can you share first your model elements, i.e. the elements that you want to export.

I would expect something like this:

Root

- RecList

--Record

---A_AccountNo

---B_InvoiceId

---C_InvoiceAmount

---etc

The you click on the designer and select the datasource.

Select table records and then select the CustInvoiceJourTable

Bind this Table to the Record List Element

Bind the A_AccountNo field to the field in the CustInvoiceJourTable

Bind the B_InvoiceId field to the one in the CustInvoiceJourTable

and so on.

Save it and test run the report.

You should get an xml output that allows you previewing the data.

Can you try that one and let us know how things look like?

Many thanks and best regards,

Ludwig

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D365FO user 465 on at

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Hi Ludwig,

i already shared in screenshots before the data model i created as i want to start with custTable first

But i'll try your example first with custInvoiceJour only and see how it will work

so i did this as u suggested:

i saved it and changes status to completed

How can i run it and see xml without creating format?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

In the designer when you click map model to datasource there is a run button.

Just hit this one to see what data are extracted.

That's what I am always using for testing.

You don't need a XML output format to test things ;-)

Best regards,

Ludwig

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D365FO user 465 on at

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Hi Ludwig,

where is this Run button?

However, i created an xml format:

and i clicked run from there

But now when i go to ER destination, i can't find anything under "File Component" drop down so i'm getting this warning, i can't put share point destination without filling this, so how to solve this?

i also can't find my new created model in accounts receivable parameters?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Can you import and test the following model and Excel based format output

If you want to have an XML output then you can do that yourself quickly using the same principles.

Best regards,

Ludwig

DemoExportCustInvoicesModel.xml DemoExportCustInvoicesXLS.xml

Import first the model by using the exchange button in the ER workspace then the file ending XLS.

You should be able to play around with that one.

Best regards,

Ludwig

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D365FO user 465 on at

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Hi Ludwig.

i was able to find the run button u were talking about so thanks alot, this is easier

1. But may i know what is the benefit of the xml file u just sent me? and where can import exactly? what should i do?

2. Did you see my last two questions above regarding file component name and accounts receivable parameters?

3. I tried to get all invoices for each customer, but as u can see i'm getting all invoices found in the system and they are put under each customer

Here's my mapping, what did i do wrong?

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