Running an ER report in draft and complete status

There are different statuses of Electronic report.

Draft: 

In this status, users can modify configurations. Unless manually specified by parameters, draft versions are not considered for generating reports. Microsoft's default configuration hides draft versions

Completed: 

In this mode, the configuration can’t be edited anymore and is ready to be used. The most recently completed version of a configuration is used by dynamics.

Shared: 

This mode can only be activated on completed reports. The configuration has been uploaded into the LCS repository configured in the configuration provider.

Discontinued: 

Only a shared configuration can be discontinued. This allows the configuration to be deleted and D365FO will no longer use this configuration when running reports.

Running Report In Draft Status:

For testing purposes, instead of marking the status ‘Complete’ every time we need to check the new feature. Simply set file generation in a draft state. So, testing can be done easily.

Select your report format and click on the ‘Configuration’ button and open the ‘User parameter’.

Now, enable the 'Use destinations for draft status' radio button for running and generating file in draft state.

Now, run the report by clicking the ‘Run’ button from the action pane.

Running Report In Complete Status:

After completing the design, we need to change the status of our customized report format from draft to ‘Complete’.

Now set this ER report from Print Management as the default report. And also set the Destination File accordingly.

Now create new record and run the report from its actual path. In this case: 'Free text invoice report'
Path: Accounts receivable > Free text invoices > All free text invoices.

Output:


Comments

Post a Comment

Popular posts from this blog

Batch jobs stuck on WAITING status in AX 2012

Image
Step1 . Generate incremental CIL Step2 . Check if any batch job is stuck on “ executing status ”, change its status to withhold or cancel.  Because it can be possible that all the new batch jobs are stuck on “ Waiting ” because any previous job is stuck on executing. Also, do the same for other “ waiting ” jobs Step3 . Now check the assigned batch group in your job and then check if that batch group has correct AOS server assigned and then check that if the check box named: ' Is batch server ' checked for that particular AOS server . Also, the time should be 12.00.00 to11.59.59 System administration  à Setup  à Server Configuration: either the AOS server assigned to the batch group is not marked as the batch server or else the batch group is not assigned to the batch job. System administration  à Setup  à Batch group Now run any batch job. It will not be stuck in waiting status.  
Read more

Electronic Reporting For Beginners

Image
  Basics of Electronic Reporting & Business Documents in D365 F&O Introduction: Electronic reporting is a no-code reporting tool that is completely integrated into D365.  It allows the creation of report structures directly within the platform without the need for extra software like Visual Studio.  Customization of business documents using Excel is also feasible, this is a great alternative for non-developers.  C onfigurations from the Life Cycle Services (LCS) asset library can be easily downloaded  and loaded into D365FO for use in reports and print management. Visual editors are used to create all components of the ER configuration. The language that is used for data transformation resembles the language that is used in Microsoft Excel. Data flow: Component ER supports the following types of components: Data model Model mapping Format Metadata Designing: Go to the path:  Organization administration > Workspace >Electronic Rep...
Read more

Computed column and virtual field in D365

Image
  Computed column and virtual field: Requirement: Display methods needed in entity/view Solution: There are two different approaches for adding additional  unmapped  fields beyond those that are directly mapped to fields of the data sources. 1.        Computed column (SQL query executed by Microsoft SQL Server) 2.        Virtual Field (Custom X++ code)   ·       Computed Column: The computed column method returns a T-SQL query. It hits during database synchronization and is written to the database. In runtime no x++ code is executed, instead, your T-SQL query is executed inside the database. It is mostly used for reads/exports. Performance wise it is better than virtual methods. Equivalent X++ query: select sum (amount) from consignmentProductReceiptJournalLine           where consignmentProductReceiptJournalLine.ReplenishmentOrderLine =...
Read more