Electronic reporting - Docentric AX

Electronic Reporting & Business Documents for Beginners in D365FO

Posted on October 16, 2021November 23, 2021 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Invoice, Video

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Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]

Trace HTTPS Requests and Responses in D365FO

Posted on May 28, 2021July 1, 2022 by Klemen Novak

Tags: Configurable business documents, D365FO, Electronic reporting, Fiddler, Free Edition, HTTPS, Invoice

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Recently, we were faced with the challenge of checking what our D365FO environment was sending and receiving over HTTPS protocol on the Internet and why the integration with external services such as Microsoft Office or SharePoint Online was not working. In order to solve the […]

Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments

Posted on May 17, 2021July 6, 2021 by Sanja Kolundzija

Tags: Attachments, D365FO, Electronic reporting, Electronic signature, Full Edition, Invoice, Video

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D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]

Generate Configurable Business Document as Byte Array

Posted on February 27, 2021May 30, 2021 by Jovica Zivkovic

Tags: Configurable business documents, D365FO, Electronic reporting, Free Edition, X++

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In this article, we will show you how to generate Customer account statement, which is a Configurable business document, as a byte array in both original (Excel/Word) and PDF format. Configurable business documents sit on top of SSRS and cannot be generated outside the SSRS report execution pipeline, […]

Generate Electronic Reporting Format as Byte Array

Posted on February 19, 2021February 22, 2021 by Vilko Jenko

Tags: D365FO, Electronic reporting, Free Edition, X++

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In this article, we will show you how to generate an Electronic reporting format in its original file format as a byte array. If this original file format is Excel or Word, you will be able to print the ER Format to memory in PDF format as well. One would […]

Why My ER Formats Are Always Downloaded in Browser

Posted on February 19, 2021February 22, 2021 by Vilko Jenko

Tags: D365FO, Electronic reporting, Print destinations

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ER Formats can be run via eInvoicing, Print management (Configurable business documents) or as standalone reports. Standalone ER Formats are those which can be printed via dedicated report menu items. No matter how ER Formats are executed, if there is no destination configured or set […]

Extend Electronic Reporting Destinations and Enable Custom Integrations

Posted on February 12, 2021March 10, 2022 by Klemen Novak

Tags: Attachments, Azure Blob storage, Azure Files, D365FO, Electronic reporting, Print destinations

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In this article, you will learn how to extend Electronic reporting print destinations to enable saving reports to Azure Files, external Azure Blob storage or File system (applicable only for on-premises environments). We have also provided the working implementation so you can install it and […]

Create Project eInvoice with embedded and merged PDF Attachments

Posted on February 4, 2021November 5, 2021 by Miha Vuk

Tags: Attachments, D365FO, eInvoice, Electronic reporting, Free Edition, Invoice, PDF

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Let’s say that we want to send eInvoices from Dynamics 365 for Finance and Operations to our customers. In addition to the invoice data in XML, we also want to send along the invoice document in PDF format and some other related documents (e.g. specifications). […]

Add Charges Grouped by Type to Sales Invoice using ER

Posted on August 8, 2020July 23, 2021 by Jernej Valic

Tags: Charges, D365FO, Electronic reporting, Invoice

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We’ve been getting the question “How to show charges on the printed invoices” quite often, and in this article we will explain how this can be done using Electronic Reporting. Assume that we need to summarize all invoice line and header charges grouped by type […]

Add Charges to Sales Invoice Lines through ER

Posted on July 13, 2020July 23, 2021 by Sanja Kolundzija

Tags: Charges, D365FO, Electronic reporting, Full Edition, Invoice

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In the standard D365FO Electronic Reporting (ER) report for Sales Invoice, line charges are given as a summary value, but it is a common requirement to print the detailed line charges specification. This article will guide you through the steps you need to perform to […]