31.01.2020, 19:11 | #1 |
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thwidmer: Electronic reporting by example: Create a new Bank file definition
Источник: https://thwidmer.wordpress.com/2020/...le-definition/
============== Electronic Reporting seems to be an integral part of the future of Dynamics 365, that can be used for importing and exporting data of all kinds above and beyond the capabilities of the static data entities, so it is worth finding out how this works. Online ressources As a starting point there is standard microsoft documentation and this great blog with detaillied instructions:
There is already a BACS format provided by Microsoft, however this does not conform to the current specification 18. BACS: Define new export format – Constants Define new file:
Define new file:
If the format to be printed does not match the data source transformations are required. Examples:
Define new calculated fields:
Note: if fields require new data sources, then the data mapping must be extended. BACS: Calculate total fields Define new totals:
BACS: Add validations Validation help to give proper error messages that tell the user what is wrong. Note: the condition must be true so the error does not occur. Other option: make fields mandatory, but the error message is not understandable. BACS: Final Step – Activate (Complete) Files Источник: https://thwidmer.wordpress.com/2020/...le-definition/
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