(RUS) Set up table requisites [AX 2012]

Updated: January 7, 2013

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

Every report template contains several tables that have requisites in the table cells. Use the Requisites setup form to set up table requisites.

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

  2. Select a template, and then click Setup. Click Open. The Microsoft Excel worksheet opens in the lower pane of the form.

    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. On the Tables tab, in the Section field, select the section that the requisite is added to.

  4. Click New to create a line, and then press CTRL+S to save the form. The Format field is updated with the format code that is set up in the Document templates form. You can update this format code for a specific table. In the right section of the form, three lines are created. One line has a column type of Line code, one has a column type of Description, and one has a column type of Value.

  5. In the Excel worksheet in the lower pane of the form, select a group of cells that is the data source for the table. In the left section of the form, click Select, and then click Yes. The list and table cell area are displayed in the Area field.

  6. In the Description format field, enter the description format for the requisite code.

  7. In the right section of the form, select the line that has a column type of Line code.

  8. In the Excel worksheet in the lower pane of the form, select the first cell of the column that contains the line code. In the right section of the form, click Select, and then click Yes.

  9. In the Column number field, enter the number that is used to create requisite code.

  10. Select the lines that have column types of Description and Value, and then repeat steps 8 and 9 for each line.

  11. In the Data type and Extended data type fields, select the data type of the column and the extended data type to verify the value of the requisite that is imported. For more information, see (RUS) Requisites setup (form).

  12. Create as many lines of the Value column type as there are value columns in the table. To arrange the lines in the correct order, select a line, and then click Up to move the line one position up, or click Down to move the line one position down.

    NoteNote

    Click Go to, and verify that the cell ranges are selected correctly.

  13. In the left section of the form, click Requisites to create requisites in the selected section.

    NoteNote

    On the Requisites tab, verify the requisites that you created.


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

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