(RUS) Create a query for electronic reporting

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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 can use the query directory to configure queries to retrieve values from database tables for electronic reporting. You can retrieve values from any database table. Configured queries are used to create values for fixed requisites.

Use the following procedure to create a query for electronic reporting.

  1. Click General ledger > Setup > Financial reports generator > Queries.

  2. Click New, and then in the Query and Name fields, enter an identification number and a name for the query.

  3. In the Query type field, select the type of query from the following options:

    • Simple – A query type that you can use to retrieve data from database tables.

    • VAT declaration – A predefined, customizable query type that uses value-added tax (VAT) transactions.

    • Document requisites – A query type that uses the requisite that is specified in the Requisite field on the Document requisites form.

  4. Select the Create requisites check box to create requisites in the query directory when you create the query.

    Note

    This check box is available only when you select VAT declaration in the Query type field.

  5. In the Table field, select a main query table.

    Note

    This field is available only when you select Simple in the Query type field.

  6. Close the form.

  7. Click Query to open the Inquiry form, where you can select the required related tables and set limits on field values. For example, if you use the Electronic documents list table, the value in the Document filter field is set automatically when you upload the document requisites. The identification number for the query document that you create is the value for the filter setting.

  8. Click OK.

  9. To reset the query, click Reset, and then click OK. Click Query to open the Inquiry form, where you can update the query.

  10. Click Fixed requisites to open the Fixed requisites form, where you can view the requisites with values that are created based on the query.

See also

(RUS) Queries (form)

(RUS) Create query (form)

(RUS) Fixed requisites (form)