Setting up the dox42 template for electronic reporting

All the data sources, including input parameter, connection Excel file, Crypto, Entity “Dox42ReportStorageLastRecordsV3_SF” with Last TransactionID are set up the same way as for a SRSS report.

Step 1: Getting the report’s metadata

1. Go to the reports and select the needed report.

2. Select View > Original preview to generate the report.

3. Go to dox42 parameters.

4. In the Reports tab the following checkboxes in the report’s row should be marked:

   1. Metadata exists

   2. Synchronized

      

Step 2: Setting up the D365 FSCM Report data source for electronic reporting

1. In Microsoft Word or Excel, go to the dox42 ribbon and select Data Map.

   

   The Data Map Designer window opens.

2. Select the D365 FSCM Report button.

   A new window opens.

3. Electronic Reporting data sources

4. From the Table dropdown select one of these entries for Electronic Reporting as D365 FSCM Report data source:

   • ERReportData

   • ERReportStaticParameters

   

5. To be able to use Electronic Reporting data in the report design, add a new dynamic field  to the data source.
   This field contains Electronic reporting data as a Base64 encoded string. This dynamic field is optional and not necessarily required for new dox42 versions.

   

   

6. Optional: Set up the Filter/Sort for ERReportData table that picks up the file name of the template you need:

   

Step 3: Parsing report data

1. As soon as we decided to use Excel as a report output in the ER configuration format, we can now copy this template file from D365 to the folder on the dox42 Server for the next data source configuration purposes:

   

2. We further use the dox42 Excel data source to read this file:

   1. In Word or Excel, go to the dox42 ribbon and select Data Map.

      

      The Data Map Designer window opens.

   2. Select the Excel button.

   3. Select the Pick Excel button and select the Excel file.

      

   4. Select the Data Source Output tab.

   5. Select the … button from the Data Range text field to select  a data range of the fields that you are going to use in a template

   6. Select the First Row of Selected Range contains Column Names checkbox.

   7. Select the Read until first empty cell checkbox in the first row.

      

       

3. Go to the Data source tab

4. Select the Load Excel from Data field checkbox.

5. Select the FileData dynamic field from ERReportData table.
   For new dox42 versions you can directly choose the original field Base64Data the dynamic field is not necessarily required, the conversion will be done automatically.

6. From the Format dropdown select the XLSX entry.

   

7. Delete the content of the File text field.

   

8. Select OK.

Note

In our example the ER configuration has two tables with Header and Lines and our Excel template file contains data on 2 separate Excel sheets.

For more convenience create two separate Excel data sources the data map for Header and Lines data:

Result

You have set up dox42 document template for electronic reporting. Now you can start designing your templates and insert Data Fields.