Dynamics 365 ERP - Development
Category
May 22, 2024
Published date
Text
Article Type
AI Summary
- The article explains how to create a more advanced electronic report using two tables (LedgerJournalTable and LedgerJournalTrans) in Microsoft Dynamics 365.
- The author provides step-by-step instructions on how to join data sources in data model mapping.
- The article also covers adding a filter parameter on the electronic report parameters to enable filtering based on specific criteria.
- The author demonstrates how to export the report to an Excel format.
- The article advises readers to go to the Electronic Reporting workspace and click on Reporting configurations to create a new configuration for Ledger Journals.
- The author explains how to create a data model, including adding a root model, a child of type 'RecordList' for Ledger Journal Header, and a child node for Ledger Journal Lines.
- The article provides screenshots and explanations on how to map the data model to the data sources and create a relation between the tables.
- The author highlights the importance of binding the data model with the data sources and running the report to validate the data.
- The article also explains how to create a configuration for the report format, specifically for Excel format, and provides instructions on designing the Excel file and mapping the fields.
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