Edit

Share via

ER Configure format to do counting and summing (Part 1 - Create format)

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

The following steps explain how a user assigned to the system administrator or electronic reporting developer role can configure an Electronic reporting (ER) format to do counting and summing based on data of the already generated text output. You can perform these steps in any company.

To complete these steps, you must first complete the steps in the "Create a configuration provider and mark it as active" procedure.

This procedure is for a feature that was added in Dynamics 365 for Operations version 1611.

Get access to the list of configurations provided by Microsoft

  1. Go to Organization administration > Workspaces > Electronic reporting.
    • Make sure that the Litware, Inc. provider is available and marked as active.
  2. Select the Litware, Inc. provider.
  3. Click Repositories.
    • If a repository of the Operations resources type already exists, skip the remaining steps of the current sub-task.
  4. Click Add to open the drop dialog.
  5. In the Configuration repository type field, enter Operations resources.
  6. Click Create repository.
  7. Click OK.

Get the Intrastat configurations provided by Microsoft

  1. Select Open.
  2. In the tree, select Intrastat model\Intrastat (DE).
  3. Select Import.
    • Select Import for version 1.1 of the selected configuration.
  4. Select Yes.
  5. Close the page.
  6. Close the page.
  7. Select Reporting configurations.
  8. In the tree, expand Intrastat model.
  9. In the tree, select Intrastat model\Intrastat (DE).
  • Last updated on