(RUS) View, reverse, or print electronic reporting documents [AX 2012]

Updated: January 4, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Use the Version form to view, reverse, or print an electronic reporting document.

  1. Click General ledger > Reports > External > Electronic documents list.

  2. To open the document in Microsoft Excel, select a document that has a status of Received, Approved, or Finished, and then click View. The Excel worksheet is opened on the Document tab.

    NoteNote

    If the worksheet opens in a new window, you must update the system register to open the worksheet in the lower pane of the form. For more information, see (RUS) Update the system register for electronic reporting.

  3. To print the current version of the document, click Print > Print.

    –or–

    To open the current version of the document in an Excel worksheet, click Print > Open Microsoft Excel.

  4. To compare document versions, click Functions > Compare.

    –or–

    To verify that the values of requisites and sections in the selected version of the document are correct, click Functions > Check.

  5. To reverse any changes that were made to the document, click Functions > Cancel.

    NoteNote

    The Cancel option is available only after you click Functions > Compare or Functions > Check.

  6. To view the change history of a requisite, on the Requisites tab, select the requisite, and then click Inquiries > Data.

  7. In the Data form, click the Report lines tab to view the value on the financial report line that corresponds to the selected requisite.

    NoteNote

    The Report lines tab is available only if the document version is opened by clicking Load > Report in the Documents form.

  8. On the Report lines tab, double-click the Value field on the selected line to view ledger transactions that are used to calculate the requisite.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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