Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Electronic reporting
Supply chain | Supply Chain Management, Commerce
Unanswered

Electronic reporting

(1) ShareShare
ReportReport
Posted on by EGrotberg 231
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
  • Adis Profile Picture
    Adis 2,428 on at
    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 Profile Picture
    Mark Brinchmann Jensen 13 on at
    Electronic reporting
    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 Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    Electronic reporting

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

photo of Muhammad Affan

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

thumbnail image of a pie chart section

Top 10 leaders for November!

Congratulations to our November super stars!

thumbnail image of the word Tip

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans