Electronic Reporting - Free Text Invoice.

Hi Techies,

Electronic reporting is the latest technology in D365F&O. 
For my project there was a requirement to deliver Free text Invoice report in Electronic report(CBD). To start with the ER there are basic setups required in Electronic Reporting. 

Step 1. You need to create a Configuration provider.

e.g. electronic reporting-->Related links--> configuration provider.

you can create your own configuration provider with https details e.g. https:\\xxxx.com

Step 2. Activate the newly created configuration provider. click on the 3 dots to get set active button.

Step 3. To download the Invoice model from the Microsoft repository.

you need to login to Microsoft repository to download the latest models to local newly created configuration providers.

Electronic reporting->Configuration provider->Microsoft-> click on Repositories

Dialogue box will open and it will ask for the authentication for the user id with which you are trying to download the model. Once authentication is successful below screen will open and as per the highlighted parts you can open the MS repository.

after couple of clicks you will be able to see the below form from where you can download the models as per your requirement.

here i have imported Invoice model, Invoice model mapping & FreeText Invoice (Excel), once import is complete you will be able to see the same models in your active local repository which you created in Step 1.

Step 4. If you have to do customization on the top of the standard reports then need to create a configuration of MS models as per the below screen shot.

a invoice model --> create configurations

b. invoice model mapping --> create configuration 

c. Free text inoive(Excel) --> create configuration.

a. 

b. 

c. 

Step 5. To look at report layout you have to download the attached excel as per the below highlighted section.

Step 6. If you want to hide some sections of the standard report, then you have do go to the designer.

 your mouse should be on the newly created configuration under the Free text invoice(Excel) then click on the button Designer which is beside the delete button at the action pane section of the form.

Step 7. If you want to hide some of the sections of the report than you select that section and at the right hand side form you need to edit enabled section and put False. similarly you can map the company logo as per the below screen shot to display logo in the report. Once done the changes save it and close the form.

Step 8. change the status of the report from Draft to complete to reflect the latest changes in your report.

Step 9. Select the report in print management from All free text invoice from or set in AR--> Form setup --> General tab--> Print management-->Free text invoice.