(RUS) Set up a dynamic section that uses Excel for electronic reporting
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You must configure a document template for every report that is submitted electronically to the tax authority. Based on the electronic report format, a document template can contain several sections. If one section of a report format contains several similar blocks of information, you can create a dynamic Microsoft Excel worksheet for this section. Generally, this section is the first section of the template and displays totals for the objects.
Set up a dynamic section that uses one Excel worksheet
Click General ledger > Setup > Financial reports generator > Document templates.
Select a template, and then click Setup.
Click Open. The Excel worksheet opens in the lower pane of the form.
Note
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.
In the Section field, select the section code that the dynamic requisite refers to.
Note
You can select the section code on either the Overview tab or the Tree tab.
On the Requisites tab, click New to create a dynamic section. For more information, see (RUS) Set up templates for electronic reporting.
On the Tables tab, click New to set up a dynamic table that includes all requisites for the section. For more information, see (RUS) Set up dynamic table requisites for text formats and (RUS) Set up dynamic table requisites for XML format.
For information about how to add child sections, see (RUS) Set up dynamic sections for electronic reporting.
Set up a dynamic section that uses two or more Excel worksheets
Click General ledger > Setup > Financial reports generator > Document templates.
Select a template, and then click Setup.
Click Open. The Excel worksheet opens in the lower pane of the form.
Note
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.
In the Section field, select the section code that the dynamic requisite refers to.
Note
You can select the section code on either the Overview tab or the Tree tab.
On the Requisites tab, click New to create a dynamic section.
On the Tables tab, click New to set up a dynamic table that includes all requisites for the section.
Close the form.
In the File name field, select the name and path of the second Excel worksheet to set up dynamic sections, and then click Setup.
Repeat steps 3 through 7.
To use a third Excel worksheet, in the Document templates form, in the File name field, select the name and path of the third Excel worksheet, and then click Setup.
Repeat steps 3 through 7.