(RUS) Set up templates for electronic reporting [AX 2012]

Updated: January 7, 2013

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

You must 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 of those sections, and the order in which the sections are loaded.

Templates are configured in two steps:

  1. Set up the template structure in the Document templates form.

  2. Set up the template requisites in the Requisites setup form.

You can set up document templates for reports that are submitted in text format and XML format.

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

  2. Click New, and then in the Template and Name fields, enter an identification number and a name for the template.

  3. In the Format version field, select a format version.

  4. In the Report code field, select a report code if you set up a report that is generated by using the Financial reports generator.

  5. In the File name field, select the file name and path and of the report template file.

  6. In the Format field, select the format code for the requisite.

  7. On the Structure FastTab, click New to create a section.

  8. In the Section and Name fields, enter an identification number and a name for the document section.

  9. If the version of the requisite format is earlier than 4, do the following:

    • In the Delimiter "before" field, select the delimiter code that is inserted before this section.

    • In the Delimiter "after" field, select the delimiter code that is inserted after the section.

    • In the Section number field, enter the section number.

    • Select the Content check box to indicate that the section is a parent section for all main report data sections.

      NoteNote

      The fields that are mentioned in the preceding list are available only if the version of the requisite format is earlier than 4.

  10. Select the On the next page check box for sections that require two or more pages in the Microsoft Excel template.

    NoteNote

    Some text format versions include sections that span two or more worksheets in the Excel template. In these cases, you must make sure that the worksheets are in the correct order when you create the dynamic requisites. The first worksheet must be followed by the next worksheet of the same section. Otherwise, the values of the requisites are selected incorrectly. If several sections are contained in the same Excel template, the On the next page check box is selected automatically to guarantee that other sections in the template are also searched after one section is found.

  11. Click Add, and then select the Select check box for the standard section that is added to the template. Click OK.

    NoteNote

    To arrange the sections in the tree, select a section, and then click Up to move the section one position up in the tree, or click Down to move the section one position down.

  12. You can also import several requisites or create several identical sections.

    • Click Import to add several requisites to a section. For more information, see (RUS) Requisites import (form).

    • To create several identical sections, on the Structure FastTab, click New. Then, in the tree, select the section to copy. Click Copy, and then in the From template field, select the section to copy. Click OK.

      NoteNote

      If the section contains a dynamic table, you must create a separate auxiliary section for the dynamic table, the dynamic table totals, and any other requisites from this section. These sections are child sections of the main section in the information part of the report.

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

  2. Click New, and then in the Template and Name fields, enter an identification number and a name for the template.

  3. In the Format version field, select a format version.

  4. In the Report code field, select a report code if you set up a report that is generated by using the Financial reports generator.

  5. In the File name field, select the path and name of the report template file.

  6. In the Format field, select the format code for the requisite.

  7. In the File name field, select the path and name of the report template file.

  8. Click Functions > Update structure.

  9. Select the Delete template content check box to delete the content in the template.

  10. Click OK to create the report structure automatically.

    NoteNote

    You can view the template structure that is created on the Structure FastTab in the Document templates form. Each section in the template structure corresponds to an element in the XML schema definition (XSD) for the document.

  11. Select the Optional section check box for sections that are not included in the electronic file.

    NoteNote

    If you select the Optional section check box for a section, the section is added to 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.


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

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