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Electronic reporting

Posted on by 202
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 447 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
  • 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... 287,989 Super User on at
    Electronic reporting

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