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“ Dynamics 365 for Finance and Supply Chain Electronic Reporting ”

We are all aware of the fact that Dynamics 365 Finance and Supply Chain is the cloud evolution of Dynamics AX. Therefore, reporting has completely changed, and business users need a new process and steps to ensure electronic reporting success. However, there are different ways to use electronic reporting for each module, from Power BI to Office 365, so you will need a separate method. 

This short guide takes you on a simple journey of Dynamics 365 electronic reporting and talks about the process in detail.

What is Electronic Reporting in D365?

One D365 F&O reporting feature that goes beyond simple reports is Electronic Reporting. Additionally, reporting in Dynamics 365 finance & operations offers data interchange capabilities like bank statement import and file upload/export. Microsoft offers an inventory of frequently used file formats. A repository is built as a structure for updated formats.

The user interface frequently has settings that can be selected to cause an electronic report to appear on a menu. Typically, an export of a balance sheet or viewer format, such as Microsoft Excel or PDF, is provided for the electronic report.

How to do Model mapping?

You need to have a data model to get started with financial reports in d365 f&o. Once you have it, map it to Dynamics 365 financial data using model mappings. These mappings connect your model to tables, values, labels, or calculations.

Make multiple mappings for different needs, each targeting specific parts of your model.

You need to define the output/input file format for the format. Set file type, structure, delimiters, fields, and field properties.

Example:

Create a simple CSV file with header/line indicators. To check it out, Add elements and try calculated fields.

How to create a model?

How-to-create-a-model-mapping

Build the model:

Build-the-model
Designer
Create-Node

Customize nodes:

Record List
Child-of-an-active-node

Design invoice details:

Customer-Number
Invoice-Amount
Invoice-Model

Finalize and save:

Customer-Invoices

How to create a model mapping?

How-to-create-a-model-mapping

Mapping Design:

Mapping-Design

Adding Data Sources:

Adding-Data-Sources

Mapping Fields:

Mapping-Fields

Line Mapping:

Line-Mapping

Completion and Saving:

How to create a format?

For Format configuration, you can follow the steps below:

How-to-create-a-format

Designing the Format:

Designing-the-Format

Setting up Format:

Component-Properties
Header
Invoice-Lines

Mapping Fields:

Mapping-Tab

Testing:

Electronic-Report-Parameters

Result:

Get Started

Now, you have a detailed process from the starting point of model mapping to configure formats. So, you know that reporting tools like these are a necessary part of your daily operation to generate the report simply. If you need more assistance and professional guidance for implementation and navigation, DHRP has Microsoft-certified experts.

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