(RUS) Requisites setup (form) [AX 2012]

Updated: January 4, 2013

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

Click General ledger > Setup > Financial reports generator > Document templates. Select a template, and then click Setup. Click Open.

Use this form to set up requisite types for electronic reporting.

The following tables provide descriptions for the controls in this form.

Tab

Description

Requisites

Set up requisites for electronic reporting.

Tables

Set up table requisites for electronic reporting.

Button

Description

Select

Change the area for the requisite, table, or cell.

NoteNote

Select the required cell range from the Microsoft Excel worksheet, and then click Select to update the selected area in the upper pane.

Go to

Go to the specified cell in the Excel worksheet.

Names

Insert requisite names into the template.

Up

Move the selected line one position up.

Down

Move the selected line one position down.

Add

Add the selected cells to the requisite.

Requisites

Create requisites in the selected section.

NoteNote

This button is available on the Tables tab.

Field

Description

Section

Select the document section that the requisite refers to.

Requisite type

Select the section requisite type from the following options:

  • Cell – The requisite value is updated from a cell in the Excel worksheet.

  • Constant – The requisite value is a fixed requisite that is set up in the Fixed requisites form.

  • Value – The requisite value is selected manually when the template is set up. You can also use macros to replace the description of this type of requisite value in the Value field.

Requisite

Enter the requisite code.

Attribute

Update the XML attribute name.

Description

Enter a description for the requisite.

Value

Enter the requisite value.

NoteNote

This field is available only when you select Value in the Requisite type field.

Worksheet

Enter the name of the Excel worksheet.

Dynamic section

Select this check box to indicate that the requisite is excluded from the report file.

NoteNote

This check box is available only when you select Cell in the Requisite type field.

Reference to value

Select the parent section requisite. The value in the Reference to value field must be the same as the value in the specified cell range.

NoteNote

This field is available only when you select the Dynamic section check box.

Data type

Select the requisite data type from the following options:

  • General – The requisite can have any kind of value.

  • Numeric – The requisite must be numeric. If a cell contains text, the imported value of the requisite is blank.

  • Text – The requisite can have any value.

  • Date – The requisite must be in date format. If a cell contains any other type of value, the value of the requisite is blank.

  • Conditional – The requisite depends on the value 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 on the right section of the Requisites setup form. Otherwise, the requisite value is updated with the value in the Default field.

Output type

Select the requisite output type 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.

Default

Enter the default requisite value.

NoteNote

You must enter a default value for requisites of the Required output type. The default value is used only if the imported requisite value is blank.

Extended data type

Select the extended data type to verify the value of the requisite that is imported.

Cell

Update the cell number.

Prefix

Enter the value that is added before the requisite.

Postfix

Enter the value that is added after the requisite.

Value

Enter the conditional requisite value.

Dynamic table

Select this check box to indicate that the table is a dynamic table.

Area

Update the data area of the table.

Note line

Enter a note for the requisite.

Format

Update the format code for the requisite.

NoteNote

This field is available only for document templates earlier than version 3.

Description format

Enter the description format for the requisite code. You can enter any value that includes %1. When the report is generated, %1 is replaced with the value in the Column field that has a Description column type.

NoteNote

This field is available only for document templates earlier than version 4.

Table number

Enter the table number for the requisite code.

NoteNote

This field is available only for document templates earlier than version 4.

Name

Enter the name for the requisite table.

Column type

Select the column type for the table requisite. The options are Line code, Description, and Value.

Column

Enter the cell name of the first column of the Excel document that is used to create the requisite codes.

Column number

Enter the column number for the requisite code.

NoteNote

This field is available only for document templates earlier than version 4.

Line number

Enter the line number for the requisite code.

NoteNote

This field is available only for document templates earlier than version 4.


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