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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / ER: How to create form...
Finance | Project Operations, Human Resources, ...
Suggested Answer

ER: How to create format on derived model

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Posted on by PK Axapta 140

Hi there,

Requirement is to create Payment file. So i am doing below steps:

1) Derive new model from Payment model mapping 1661 (Say MyModel) 

pastedimage1622617972347v1.png

  

Next, i want to create the format based on MyModel (say after adding one new field), but i am not getting an option to create the format from MyModel. Where i am going wrong?

Basically i am trying to create report format from scratch by leveraging the existing model (as my understanding is existing model mapping will mapping with D365 tables and i can directly map model fields with format fields).

Could you please advise how to achieve this or my understanding is not correct. Please advise.

Many thanks!!

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Peter,

    You can simply derive the model, model mapping and configuration from the ones that MS ships.

    Just repeat the derive task for the other elements and you should be able to adjust your setup as needed.

    Best regards,

    Ludwig

  • Suggested answer
    Laura Manache Profile Picture
    Laura Manache on at

    Hi Peter,

    Thank you for reaching out to Microsoft community.

    I totally agree with dr. Ludwig Reinhard and kindly note that in order to create your customer format for your payment file, you would need a model (e.g., Payment model), a model mapping (e.g., Payment model mapping 1611) and finally the format (e.g., ISO20022 Credit transfer) that will be created based on model and model mapping definitions.


    For additional details about how to design a new ER solution and/or to adjust an existing ER format, please consider the below articles:
    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-quick-start1-new-solution 
    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-quick-start2-customize-report?toc=/dynamics365/commerce/toc.json 
    https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/401643/how-to-add-payment-id-field-from-vendors-suppliers-payment-section-to-iso20022-credit-transfer-fi-format 

    Please let us know if this helps or if you need any other information, and we will be more than glad to assist further. Also, kindly mark as verified if the answer is helpful.

    With kind thoughts,
    Laura

  • PK Axapta Profile Picture
    PK Axapta 140 on at

    Thanks Laura for detailed reply.

    Could you please clearify a bit on payment model mapping (e.g., Payment model mapping 1611). Do you mean i have to derive the mapping part as well?

    My understanding is, i have to derive my model from PaymentModel  and make required changes in MyModel (add fields , tables, update mapping etc)....mark MyModel as complete and then create new format based on MyModel (as MyModel have the std PaymentModel mappings + updated mapping which i make in MyModel).

    correct me if i am wrong.

    Thanks

  • Suggested answer
    Laura Manache Profile Picture
    Laura Manache on at

    Hi Petar,

    You should derive this config too since "Payment model mapping 1611" is also used to generate the export file.

    Please note that "ISO20022 Credit transfer"config. includes a format component that is responsible for export file generation  based on the Payment model mapping 1611, as well as a format to model mapping component which will be used together with Payment model mapping to destination ISO20022 to register exported payments in the system for further import purposes (import in CustVendProcessedPayments technical table).

    Please let us know if you have any additional questions or concerns. If you do, kindly don't hesitate to reach out to us.

    With kind thoughts,

    Laura

  • PK Axapta Profile Picture
    PK Axapta 140 on at

    Thanks Laura for your response.

    As advised, i have derived my model from std model and did few additions as per business requirement. Now i want to test the same for export/import.

    I did below steps:

    1) Derived my model from payment model and did some changes

    2) Based on My model, i have created/derived mapping from it (my model)

    3) Created format based on my model - after mapping i have marked as completed.

    Now, when i am trying the access the same via methods of payment, i am not able to get the reference. Did i missing anything? How to get reference of derived mapping on methods of payment as seen below for import example.

    pastedimage1626942804575v1.png

    Many thanks in advance!!

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