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There can be specific scenarios where a business document needs to use a specific destination than those destinations that were configured for the running ER format.

Example: On the Electronic Reporting destination page, we have used the email purpose "Invoice" on the customer card to be used for sending out Sales order invoices and Sales order confirmations. For some transactions, there can be specific scenarios where you would like to overrule/overwrite your ER destination setup, by either sending the document to a different email recipient or using a totally different ER destination.

A suggestion to solve this issue is to Enable the Electronic reporting format destinations dialog box that appears when a free text invoice is posted on Accounts Receivable and Accounts Payable related business documents as a new feature.

The Free text invoice forces ER to offer a dialog box presenting the option to edit destinations when they were configured for the running format.

ER already supports this opportunity, so why not implement the same dialog box on all business documents.
STATUS DETAILS
New

Comments

A

NEEDED! Our customers are reluctant to use ER for business documents because of the lack of this functionality

Category: Globalization - Regulatory features

A

Hi,


The functionality from Free text invoice should be rolled out to all documents within ER.


Using view/print/send it should be possible to steer the ER destinations on eg. purchase confirmation, sales confirmation, ...

Furthermore allow always to overrule by the end-user generating the document.


This way the end-user has full flexibility in generating and post-processing the generated document.

Category: Globalization - Regulatory features

A

ER should use the print setting from print management or the print setting selected in the dialog.

Category: Globalization - Regulatory features

A

Nikolay Selin suggested placing this DCR asking for support of this option.

Please read our conversation in the comments section on this post: https://www.yammer.com/dynamicsaxfeedbackprograms/#/Threads/show?threadId=1064892049686528

The following illustration shows an example of the Electronic reporting format destinations dialog box that appears when a free text invoice is posted:

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-action-dependent-destinations#change-action-dependent-er-destinations-at-runtime

Category: Globalization - Regulatory features