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How to Easily Create an Excel File in Electronic Reporting (ER)

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#create

#er

#excel

#reporting

Dynamics 365 ERP - Development

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Nov 4, 2024

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AI Summary

  • The article explains how to create an exportable Excel file using ER for business documents like invoices and orders.
  • It guides through creating a custom Excel template with header, logo, item lines, and named cells for Company Name and Telephone.
  • The tutorial includes creating column headers, repeating lines, and named cells within the lines for ItemId, ItemNumber, and Quantity.
  • It demonstrates creating a new Excel format in Electronic Reporting configurations and linking the format nodes.
  • The article suggests using labels for line headers and setting the lines to Vertical for clarity.
  • It highlights the importance of naming the file for use in ER destinations and testing the format as a print management document.
  • The process of configuring Packing Slips under Accounts receivable > Setup > Forms > Form Setup and testing in the Packing Slip Journal is explained.
  • The article concludes by mentioning potential adjustments in Excel and document layout settings for perfect results.

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