(RUS) Set up a dynamic section that uses Excel for electronic reporting [AX 2012]

Updated: January 4, 2013

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

You must configure a document template for every report that is submitted electronically to the tax authority. Based on the electronic report format, a document template can contain several sections. If one section of a report format contains several similar blocks of information, you can create a dynamic Microsoft Excel worksheet for this section. Generally, this section is the first section of the template and displays totals for the objects.

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

  2. Select a template, and then click Setup.

  3. Click Open. The 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.

  4. In the Section field, select the section code that the dynamic requisite refers to.

    NoteNote

    You can select the section code on either the Overview tab or the Tree tab.

  5. On the Requisites tab, click New to create a dynamic section. For more information, see (RUS) Set up templates for electronic reporting.

  6. On the Tables tab, click New to set up a dynamic table that includes all requisites for the section. For more information, see (RUS) Set up dynamic table requisites for text formats and (RUS) Set up dynamic table requisites for XML format.

    For information about how to add child sections, see (RUS) Set up dynamic sections for electronic reporting.

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

  2. Select a template, and then click Setup.

  3. Click Open. The 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.

  4. In the Section field, select the section code that the dynamic requisite refers to.

    NoteNote

    You can select the section code on either the Overview tab or the Tree tab.

  5. On the Requisites tab, click New to create a dynamic section.

  6. On the Tables tab, click New to set up a dynamic table that includes all requisites for the section.

  7. Close the form.

  8. In the File name field, select the name and path of the second Excel worksheet to set up dynamic sections, and then click Setup.

  9. Repeat steps 3 through 7.

  10. To use a third Excel worksheet, in the Document templates form, in the File name field, select the name and path of the third Excel worksheet, and then click Setup.

  11. Repeat steps 3 through 7.


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

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