On the Configurations page, in the configuration tree in the left pane, expand Invoice model. On the Localization configurations page, in the Configurations section, select the Reporting configurations tile.
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If you have trouble accessing the Global repository, you can download configurations from Microsoft Dynamics Lifecycle Services (LCS) instead. Select Import to download the selected version from the Global repository to the current Finance instance.On the Versions FastTab, select the latest version (for example, 240.112) of the selected ER format configuration.
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On the Configuration repository page, in the configuration tree in the left pane, select the Free text invoice (Excel) format configuration.If you're prompted for authorization to connect to Regulatory Configuration Service, follow the authorization instructions. On the Configuration repositories page, select the repository of the Global type, and then select Open.On the Localization configurations page, in the Configuration providers section, select the Microsoft tile, and then select Repositories to view the list of repositories for the Microsoft provider.To add the standard ER configurations to your current instance of Dynamics 365 Finance, you must import them from the ER repository that was configured for that instance. Import the standard ER format configurations Import the standard ER configurations tile, and then select Set active.įor more information about ER configuration providers, see Create configuration providers and mark them as active. On the Localization configurations page, in the Configuration providers section, select the Litware, Inc.On the Configuration providers page, select New.Īctivate the new ER configuration provider.( ) already exists, skip the next procedure, Add a new ER configuration provider. On the Configuration provider table page, each provider record has a unique name and URL.On the Localization configurations page, in the Related links section, select Configuration providers.Go to Organization administration > Workspaces > Electronic reporting.Review the list of ER configuration providers Before an ER configuration can be edited, the appropriate ER configuration provider must be activated in the Electronic reporting workspace. Therefore, you must activate an ER configuration provider in the Electronic reporting workspace before you start to add or edit ER configurations.Īn ER configuration can be edited only by the configuration owner. The ER configuration provider that is activated in the Electronic reporting workspace is used for this purpose. Activate an ER configuration providerĮvery ER configuration that is added is marked as owned by an ER configuration provider. In the Job archive, Temporary, Baseline, and Others fields, select the File type.įor more information about ER parameters, see Configure the ER framework.In the Configurations field, select the File type for the USMF company.On the Attachments tab, set the following parameters: On the Electronic reporting parameters page, on the General tab, set the Enable design mode option to Yes. On the Localization configurations page, in the Related links section, select Electronic reporting parameters. Go to Organization administration > Workspaces > Electronic reporting. Select Save, and then close the Legal entities page.Īs a user in the Electronic Reporting Functional Consultant role, you must configure the minimal set of ER parameters before you can start to use the ER framework to design a custom version of a standard ER format.In the Select image file to upload dialog box, select Browse, and select the Company logo.png file that you downloaded earlier.On the Legal entities page, on the Report company logo image FastTab, select Change.Go to Organization administration > Organizations > Legal entities.Print a free text invoice by using the custom ER format Print a free text invoice by using the standard ER format Import the standard ER format configurations Activate the new ER configuration provider.Review the list of ER configuration providers.Before you begin, download and save the following file. The procedures in this topic can be completed in the USMF company. Modify the custom ER format configuration so that it generates a free text invoice report that has a company logo image in the footer.Create a custom (derived) version of a standard ER format configuration that is provided by Microsoft.Import ER configurations that are provided by Microsoft and used to generate free text invoices, based on a template in Microsoft Excel format.
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