Electronic Reporting in Practice Breaking Down Charges by Code in D365 F&O documents

Electronic Reporting in Practice: Breaking Down Charges by Code in D365 F&O Documents In this webinar, we demonstrate how Electronic Reporting (ER) can be used to solve a real reporting requirement in Microsoft Dynamics 365 Finance & Operations. Using a Sales Invoice scenario, we show how to break down charges by charge code at line level, create consolidated charge totals for the whole invoice, and build one reusable approach that works for both pro forma and posted invoices. During the session, we cover: • extending the standard Sales Invoice ER configuration • preparing and mapping charge data • working with different data sources for pro forma and posted invoices • grouping and aggregating charge transactions in ER • extending the ER data model and format • using a small X++ extension where standard ER data isn't sufficient • building a reusable solution instead of maintaining separate reporting logic The webinar is intended for D365 F&O consultants, developers, and specialists who already have some experience with Electronic Reporting and want to see a practical implementation in detail. Speaker: Elizaveta, D365 F&O Consultant at SF Consulting, specializing in Electronic Reporting and document generation. Electronic Reporting Development Program If you'd like to improve your team's ER skills or get expert support with complex ER scenarios, learn more about our Electronic Reporting Development Program: https://sf-cons.com/products/er_devel... During the webinar, we also discussed the standard limitation around adding buttons for Electronic Reporting actions to specific D365 F&O forms. Our Custom Print Control for Electronic Reporting allows you to configure such ER actions on forms without additional X++ development: https://sf-cons.com/products/custom-p...