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Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.
Use the Electronic reporting (ER) tool to generate business documents in an electronic format. To generate a business document, create an ER format, and then use the ER designer to define the layout of the business document and specify the data that should be included in it. Then, run the ER format to generate the business document.
Use the ER tool to generate business documents as Microsoft Excel files. You can use an Excel document as a template for these documents. To define the document layout in the ER designer, import the contents of the Excel document that you want to use as a template into the defined ER format. For more details, and to practice this scenario, see the task guide ER Design a configuration for generating reports in OPENXML format (part of the 7.5.4.3 Acquire/Develop IT service/solution components (10677) business process). In the task guide step where you import an Excel template, use the initial template of the Payment Report Excel file, SampleVendPaymWsReport.
If you edit the Excel document that you use as a template for a business document, new ER functionality lets you reapply the updated template to the ER format. The ER format is then updated so that it adheres to the updated template. For more details about this functionality, see the task guide ER Modify a format by reapplying an Excel template (part of the 7.5.5.3 Acquire/Develop IT service/solution components (10683) business process). In the task guide step where you import an updated template, use the modified template of the Payment Report Excel file, SampleVendPaymWsReport2.