Category: Electronic Reporting (GER)

D365FO Electronic Reporting: Dynamic Height (Auto-fit Height) in Excel rows with wrap text and merged cells

5th March 2024

If you have worked with Business documents or with ER Excels, you have probably faced the issue of having merged cells that don’t vertically grow dinamically to be adjusted to the content. Did you know that there’s an OOB solution for it? In this post and also in below video, we are going to see it in detail, hence you can avoid making the errors I did when I discovered it and started to implement it in all my ER reports. check it out! … More D365FO Electronic Reporting: Dynamic Height (Auto-fit Height) in Excel rows with wrap text and merged cells

D365FO Electronic reporting Excel templates for Business Documents guide; All you need to know from 0. (ER from scratch part 5)

23rd January 2024

A detailed guide about how to deal with the delicate excel templates for Electronic Reporting. Very useful to understand and start working with the Business documents.
Many times, I’ve received questions about this topic, errors loading the templates and stuff like that… Here you are a good way to start modifying the Business documents Excel templates avoiding the most common mistakes, In this video, using examples like always, we show at least 4 of them and explain a good way of doing it:

1.Not understanding the cells/ranges names (use the NameManager!)
2.Changing stuff without consider the containing ranges (and so losing the existing mappings ): )
3.Change a name outside of the Name Manager
4.Not using labels

Go for it! … More D365FO Electronic reporting Excel templates for Business Documents guide; All you need to know from 0. (ER from scratch part 5)

D365FO ER (GER): Error while evaluating expression…

15th January 2024

In this post (and you have the video version of it in YouTube), we are going to understand why this pretty common error happens, giving us the tools to see what is wrong, and troubleshooting the error. We are going to see 2 different examples, first didactic one, made out by me to force the error and help us understand it, and second one, a real ER error from the OOB BAI2 Bank statements, that I had to face lately in a project. … More D365FO ER (GER): Error while evaluating expression…

D365FO Electronic Reporting complete real export to Excel example: Use of AllItemsQuery, ListDistinct and ListJoin

8th November 2023

In this video/post we are going to go through the requirement of exporting all the CustInvoiceTrans with the related header and lines charges. This is a real requirement example that I chose because I find it very didactic, since given the table structure I was forced to use and understand the functions AllItemsQuery, ListDistinct and ListJoin. I also take advantage of this example to explain again how to export data to excel, generating myself the Excel template with the ranges and everything. Check it out, it is a good opportunity to continue strengthening your ER abilities! … More D365FO Electronic Reporting complete real export to Excel example: Use of AllItemsQuery, ListDistinct and ListJoin

D365FO Reports in ER. Destinations with direct execution or Print Management for Business Documents.

25th September 2023

In this post we are going to explain how to configure the Electronic Reporting Destionations to convert a report to PDF, send it to the archive, send it by email, etc. You have also this video where I configure and explain it for our report used in previous videos/posts and for a Business document report in the print management destinations. … More D365FO Reports in ER. Destinations with direct execution or Print Management for Business Documents.

D365FO Reports with Electronic Reporting: Sharing my solution to stop using SSRS for NEW reports.

5th September 2023

In this post and
video I’ll share my solution to implement easily new reports and I will explain too, how you can use it. Feel free to download it and adapt it to your projects too. It’s a generic solution where you will only have to extend (inherit) a few classes, create a parameter to refer the format to execute and a menu item. As simple as that, Check it out! … More D365FO Reports with Electronic Reporting: Sharing my solution to stop using SSRS for NEW reports.

D365FO Base enums in ER (Electronic Reporting) model mapping. ListOfFields and GetEnumValueByName Functions.

25th July 2023

Something very common and simple like binding Enum fields is a little more complex than what we might think initially, this is the way I found to deal with them and once you know it, it’s pretty straightforward. If you know better solutions for it, please let me know! … More D365FO Base enums in ER (Electronic Reporting) model mapping. ListOfFields and GetEnumValueByName Functions.

Electronic Reporting From Scratch part 4: Optimization of GER. FILTER vs WHERE and debugging your ER.

8th February 2023

Electronic Reporting, despite not being code based, is still development, and it deals with data whether it is used for reporting or for integration purposes, so performance is something to definitely take into acount. In this video we include the ER Perfomance into the table, bringing an example that will help us understand how data is loaded into the ER and to give the importance to the optimization that it really has. … More Electronic Reporting From Scratch part 4: Optimization of GER. FILTER vs WHERE and debugging your ER.