(RUS) Document templates (form)

Article
05/02/2014

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

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

Use this form to configure a document template for each type of report that is submitted electronically to the tax authorities. The structure of the electronic file defines the list of sections, the content, and the order in which the sections are loaded.

Task that uses this form

(RUS) Set up templates for electronic reporting

Navigating the form

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

Tabs

Tab	Description
General	Update the document template details.
Structure	Enter the section details for the document template.

Buttons

Button	Description
Setup	Open the Requisites setup form, where you can set up requisites for electronic reporting.
Document	Open the document template in Microsoft Excel.
Report	Open the Report form, where you can set up the financial reports generator (FRG).
Functions	Open a menu that contains the following items: Copy from template – Open the Copy from template form, where you can copy the document template settings from another template. Create financial report lines – Open the Create or update FRG lines form, where you can create lines in the FRG. Update structure – Open the Update template structure form, where you can update the document template structure. Changes report – Open the Changes report form, where you can view settings that were not transferred to the new templates because of discrepancies in the template structure. Export – Open the Export templates settings form, where you can export template settings. Import – Open the Import templates settings form, where you can import template settings.
Add	Open the Add standard sections form, where you can add standard sections to the document template. Note The Add button is available on the Structure FastTab.
Import	Open the Requisites import form, where you can import fixed requisites to the document template. Note The Import button is available on the Structure FastTab.
Copy	Open the Copy from template form, where you can copy document template settings from another template. Note The Copy button is available on the Structure FastTab.
Up	Move the selected section one position up in the tree structure. Note The Up button is available on the Structure FastTab.
Down	Move the selected section one position down in the tree structure. Note The Down button is available on the Structure FastTab.

Fields

Field	Description
Template	Enter an identification number for the document template.
Name	Enter a description for the document template.
Format version	Select the format version number of the document template.
Report code	Select a report code to set up a document template for the report that is generated by using the FRG.
File name	Specify the file name and path of the report template file.
Format	Select the format code for the requisite.
Locked	A selected check box indicates that the template is locked for editing. A document template file is locked if it is currently used by another employee.
User ID	The login name of the employee who currently uses the document template file.
Section	Enter an identification number for the document section.
Name	Enter a name for the document section.
Delimiter "before"	Select the delimiter code that is inserted before this section. Note This field is available only if the requisite format is a version that is earlier than version 4.
Delimiter "after"	Select the delimiter code that is inserted after the section. Note This field is available only if the requisite format is a version that is earlier than version 4.
Section number	Enter the section number. Note This field is available only if the requisite format is a version that is earlier than version 4.
Content	Select this check box to indicate that the section is a parent section for all main report data sections. Note This field is available only if the requisite format is a version that is earlier than version 4.
Optional section	Select this check box to indicate that the selected section is not included in the electronic report file. If you select the Optional section check box for a section, the section is included in the electronic report file only if there are values in the appropriate fields. You must select this check box to include requisites in optional sections.
Dynamic section	A selected check box indicates that a dynamic requisite is created by using the Requisites setup form and is included in the selected section.
Find next	Select this check box to search for other dynamic sections in the Excel template if the template contains several sections. Note This field is available only if the requisite format is a version that is earlier than version 4.
Requisite	The requisite for the dynamic section of the document template.
Dynamic table	A selected check box indicates that a dynamic table is created by using the Requisites setup form and is included in the selected section.
On the next page	Select this check box for sections that take two or more pages in the Excel template. Note In some text format versions, there are sections that span two or more worksheets in the Excel template. In these cases, it is important that the worksheets are in the correct order when you create the dynamic requisites. The first worksheet is followed by the next worksheet of the same section. Otherwise, the values of the requisites are selected incorrectly. If several sections are contained within the same Excel template, the On the next page check box is selected automatically to ensure that other sections in the template are also searched after one section is found.