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Electronic reporting

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Posted on by EGrotberg

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Hi all

I need to add to fields from the SalesTable into a electronic reporting format (Invoice). What is the easiest way to fix that?

Best regards

Erik

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Administration and Setup

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Adis 2,296 on at

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Electronic reporting

Hi,

I started recently with ER and besides the MS documentation I can recommend the following youtube video that explains basic things about ER and shows how to change the standard format provided from Microsoft.

Electronic Reporting & Business Documents for Beginners in D365 Finance & Operations

Kind regards, Adis
Mark Brinchmann Jensen 13 on at

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Hallo EGrotberg,

You need to go into your model mapping, and either find the SalesTable through relations, or add the table and create your own relations between the tables.

After you have located or added your SalesTable, you can now Map the datasource to the data model. I suggest you add new fields to your data model, in which you can use to map the datasource to. After you have done this complete both the Data model and the Data model mapping.

Now with your new datasources, all you have to do is map them inside the format. But first you need to tell your format which data model to use. You do this by selecting the data model on the Mapping pane inside of your Format. Here you press "Edit" and change the data model version to the one you have just created (Typically the newest one)
André Arnaud de Cal... 290,532 Super User 2024 Season 2 on at

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Hi Erik,

Have you already checked the documentation on this topic? Customize Electronic reporting configurations to generate an electronic document - Finance & Operations | Dynamics 365 | Microsoft Learn

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