(RUS) Set up conditional cell type requisites

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

Use the Requisites setup form to set up Cell requisite types that use the Conditional data type. The requisite types are used in document templates.

1. Click General ledger > Setup > Financial reports generator > Document templates.

2. Select a template, and then click Setup. Click Open. The Microsoft Excel sheet 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.

3. In the Section field, select a section for the requisite.

4. Click New to create a line, and then in the Requisite type field, select Cell.

5. In the Requisite and Description fields, enter a requisite code and a description for the requisite. The Attribute field is updated with the XML attribute name. You can change the name if a different name is required.

6. In the Data type field, select Conditional.

   Note

   The requisite depends on the value that is displayed in the cell when the requisite is imported. If the cell is not blank, the requisite value is updated with the value in the Value field in the right pane of the Requisites setup form. Otherwise, the requisite value is updated with the value in the Default field.

7. In the Output type field, select an output type for the requisite, from the following options:

   • Optional – The requisite is excluded from the report file if the requisite value is blank.

   • Required – The requisite is required and is always included in the report file. The requisite value cannot be blank.

   • Predefined – A requisite code must be available. The requisite value can be blank.

8. In the Extended data type field, select the extended data type to verify the value of the requisite that is imported.

9. In the Excel sheet in the lower pane of the form, select the source and target cells for the requisite value.

10. In the right pane of the form, click Add, and then click Yes. A new line is created in the right pane of the form, and the Cell field is updated with the value of the extended data type.

11. In the Prefix field, enter the value that is added before the requisite, and in the Postfix field, enter the value that is added after the requisite..

12. In the Value field, enter a value for the conditional requisite.

13. Click Go to, and then verify the selected cells in the lower pane of the form contain the correct values that are used to create the requisite. If any of the selected cells are not empty when the data is imported, the values of the lines are concatenated, and this concatenated value becomes the requisite value. For example, line 1 has a value of 1, and line 2 has a value of 2. If the cells for lines 1 and 2 are not empty, the value of the requisite is 12.

See also

(RUS) Document templates (form)

(RUS) Set up templates for electronic reporting

(RUS) Requisites setup (form)