(RUS) Set up conditional requisites for XML formats

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

A conditional requisite is a requisite for which the value is selected from the cell area where the value is initially set up. An example of this type of requisite is the requisite for the tax amount that is due in the property tax declaration form. You can set up the value of a conditional requisite by using the Microsoft Excel template.

Use the following procedure to set up two conditional requisites that have the same attribute names. The requisite value is taken from the specified cells. If the value is not specified in the cell, the value is taken from the Default field in the Requisites setup form.

  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.

    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 the section code that the conditional requisite refers to.

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

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

  6. In the Excel worksheet in the lower pane of the form, select the cells that contain the values for the first line. In the left section of the form, click Select, and then click Yes to change the area of the requisite.

  7. In the Data type field, select Conditional, and in the Output type field, select Optional.

  8. Click New to create a line, and then in the Requisite field, enter a name for the requisite.

  9. In the Attribute field, specify the attribute name that matches the name in the Attribute field of the original requisite.

  10. In the Requisite type, Data type, and Output type fields, select Cell, Conditional, and Optional.

  11. In the Excel worksheet in the lower pane of the form, select the cells that contain the values for the first line. In the right section of the form, click Select, and then click Yes to change the area of the requisite.

  12. 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.

  13. In the Default field, specify the default value that is used for both requisites that appear in the Excel worksheet if the cells are empty.

See also

(RUS) Set up templates for electronic reporting

(RUS) Document templates (form)

(RUS) Requisites setup (form)

(RUS) Format of requisites (form)