(EEUR) Document templates (form)
Gilt für: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
General ledger > Setup > Financial reports generator > Document templates
You must configure a document template for each type of report that is submitted electronically to the tax authorities, such as the Assessed Tax Declaration. The structure of the electronic file defines the list of sections, as well as their content and the order in which they are loaded.
Task that uses this form
(EEUR) Set up templates for electronic reporting
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Overview |
Enter the document template details. |
General |
View or modify the document template details. |
Structure |
Enter the section details for the document template. |
Sections |
View or modify the section details for the document template. |
Buttons
Button |
Description |
---|---|
Setup |
Open the Requisites setup form to set up requisites for electronic reporting. |
Document |
Open the document template in Microsoft Office Excel. |
Report |
Open the Report form to set up the Financial reports generator. |
Functions |
Open a menu with the following items:
|
Up |
Move the selected section upward in the tree structure. Hinweis This button is available on the Structure tab. |
Down |
Move the selected section downward in the tree structure. Hinweis This button is available on the Structure tab. |
Add |
Open the Add standard sections form to add standard sections. Hinweis This button is available on the Structure tab.Requisites import form |
Import |
Open the Requisites import form to import fixed requisites. Hinweis This button is available on the Structure tab. |
Copy |
Open the Copy from template form to copy the document template settings. Hinweis This button is available on the Structure tab. |
Fields
Field |
Description |
---|---|
Template |
Enter the document template code. |
Name |
Enter a description for the document template. |
Report code |
Select the report code. Hinweis Select the report code if you are setting up a report that will be generated by the Financial reports generator. |
Format version |
Select the identification code of the format version for the document template. |
File name |
Specify the path of the report template file. |
Format |
Select the format code for the requisite. |
Locked |
This check box appears selected if the template is locked for editing. Hinweis The document template file is locked if it is currently being used by another employee. |
User ID |
The login ID of the employee who is currently using the file. |
Section |
Enter the document section code. |
Name |
Enter the document section name. |
Delimiter "before" |
Select the delimiter code to be inserted as a prefix before this section. Hinweis This field is available only if the format is earlier than Version 4. |
Delimiter "after" |
Select the delimiter code to be inserted as a suffix after this section. Hinweis This field is available only if the format is earlier than Version 4. |
Section number |
Enter the section number. Hinweis This field is available only if the format is earlier than Version 4. |
Content |
Select this check box for the section that is a parent section for all main report data sections. Hinweis This field is available only if the format is earlier than Version 4. |
Optional section |
Select this check box to identify sections that should not be included in the output file. Hinweis If Optional section check box is activated for a section, the section will appear in the output file only if there are values in the appropriate field boxes. The Optional section check box must be activated for requisites in optional sections. |
Dynamic section |
This check box is activated automatically after a dynamic requisite is created in the Requisites Setup form in this section. |
On the next page |
Select this check box for sections that require two or more pages in the Microsoft Office Excel workbook. Hinweis This field is available only if the format is earlier than Version 4. |
Find next |
If several sections are included in the same Office Excel template sheet, this check box is activated automatically to ensure that other sections in the same spreadsheet are also searched. Hinweis This field is available only if the format is earlier than Version 4. |
Requisite |
The requisite for the dynamic section document template. |
Dynamic table |
This check box is activated automatically if a dynamic table is set up in the Requisites Setup form in this section. Hinweis If the section contains a dynamic table, you must create a separate auxiliary section for the dynamic table and dynamic table totals, as well as for other requisites from this section. These sections will be child sections of the main section in the information part of the report. |
Siehe auch
(EEUR) Selection of KND (form)
(EEUR) Import or export templates and related data
(EEUR) Requisites setup (form)
(EEUR) Export templates settings (form)
(EEUR) Import templates settings (form)
(EEUR) Create or update FRG lines (form)
(EEUR) Add standard sections (form)
(EEUR) Requisites import (form)
Ankündigungen: Um bekannte Probleme sowie neue Fixes zu finden, verwenden Sie Problemsuche in Microsoft Dynamics Lifecycle Services (LCS).