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Manage ER model mapping in separate ER configurations

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The following steps explain how a user assigned to the System administrator or Electronic reporting developer role can manage Electronic reporting (ER) model mappings in separate ER configurations. In this task guide, you create required ER configurations for the sample company, Litware, Inc. To complete this task guide, you must first complete the steps in the Create configuration providers and mark them as active article.

Because ER configurations are shared among companies, you can complete this task guide using the company data set of your choice. The functionality for this task guide is available if you install one of the following hotfixes: https://fix.lcs.dynamics.com/Issue/Resolved?kb=4012872 for the Dynamics AX 7.0 version or https://fix.lcs.dynamics.com/Issue/Resolved?kb=4012871 for the Dynamics 365 for Operations version.

  1. Go to Organization administration > Workspaces > Electronic reporting.
    • Verify that the configuration provider for the sample company Litware, Inc. is available and marked as active. If you don't see this configuration provider, you must first complete the steps in the task guide, Create a configuration provider, and mark it as active.

Add a new ER model configuration

  1. Select Reporting configurations.
    • Add a new model configuration. The name must be unique in the configurations tree.
  2. Select Create configuration to open the form.
  3. In the Name field, type Sample data model.
    • Sample data model
  4. Select Create configuration.
  5. Select Designer.
  6. Select New to open the form.
  7. In the Name field, type Root.
    • Root
  8. Select Add.
  9. Select New to open the form.
  10. In the Name field, type Company.
    • Company
  11. Select Add.
  12. In the Description field, enter the text, Description of the legal entity or company in which a user logged at run-time.
    • Description of the legal entity or company in which a user logged at run-time.
  13. Select Root reference.
  14. Select OK.
  15. Select Save.
  16. Close the page.
  17. Select Change status.
  18. Select Complete.
  19. Select OK.

Add a new ER model-mapping configuration

  1. Select Create configuration to open the form.
  2. In the New field, enter Model Mapping based on data model Sample data model.
  3. In the Name field, type Sample mapping.
    • Sample mapping
  4. Select Create configuration.
  5. Expand the Prerequisites section.
    • The Implementations prerequisites group is added automatically. The group contains the prerequisite component that refers to the parent data model configuration and is marked as Implementation. This status means that the Sample mapping model-mapping configuration is considered the implementation of the data model, Sample data model. Therefore, this component forces ER to download the model-mapping configuration, Sample mapping from an ER repository when the model configuration, Sample data model, is downloaded.
  6. Select Designer.
    • The created model-mapping configuration contains a new blank mapping with the same name as the created configuration. When a selected parent model configuration contains model mappings, they are copied to a new model-mapping configuration.
  7. Select Designer.
  8. In the tree, select Dynamics 365 for Operations\Table.
  9. Select Add root.
  10. In the Name field, type Company.
    • Company
  11. In the Table field, type CompanyInfo.
    • CompanyInfo
  12. Select OK.
  13. In the tree, expand Company.
  14. In the tree, expand Company\find().
  15. In the tree, select Company\find()\Name.
  16. Select Bind.
  17. Select Save.
  18. Close the page.
  19. Close the page.
  20. On the Action Pane, select Configurations.
  21. Select User parameters.
  22. Select Yes in the Run settings field.
  23. Select OK.
  24. Select Edit.
  25. Select Yes in the Run Draft field.

Add a new ER format configuration

  1. In the tree, select Sample data model.
  2. Select Create configuration to open the form.
  3. In the New field, enter Format based on data model Sample data model.
  4. In the Name field, type Sample format.
    • Sample format
  5. Select Create configuration.
  6. Select Designer.
  7. Select Add root to open the Drop dialog.
  8. In the tree, select Text\String.
  9. Select OK.
  10. Select the Mapping tab.
  11. In the tree, expand model.
  12. In the tree, select model\Company.
  13. Select Bind.
  14. Select Save.
  15. Close the page.
    • Run the draft version of the created format for testing purposes.
  16. Select Run.
    • On the Versions FastTab, select Run.
  17. Select OK.
    • Review the output that contains the name of the company in which the user who is running this format configuration is logged into. The created model-mapping configuration is used by this format configuration because there's only one configuration available that contains required model mappings.

Add alternative ER model-mapping configuration

  1. In the tree, select Sample data model.
  2. Select Create configuration to open the form.
  3. In the New field, enter Model Mapping based on data model Sample data model.
  4. In the Name field, type Sample mapping (alternative).
    • Sample mapping (alternative)
  5. Select Create configuration.
  6. Select Designer.
  7. Select Designer.
  8. In the tree, select Dynamics 365 for Operations\Table.
  9. Select Add root.
  10. In the Name field, type Company.
    • Company
  11. In the Table field, type CompanyInfo.
    • CompanyInfo
  12. Select OK.
  13. Select Edit.
  14. In the tree, select String\CONCATENATE.
  15. Select Add function.
  16. In the tree, expand Company.
  17. In the tree, expand Company\find().
  18. In the tree, select Company\find()\Name.
  19. Select Add data source.
  20. In the Formula field, type a value.
    • CONCATENATE(Company.'find()'.Name, ";",
  21. In the tree, select Company\find()\Company(DataArea).
  22. Select Add data source.
  23. In the Formula field, type a value.
    • CONCATENATE(Company.'find()'.Name, ";", Company.'find()'.DataArea)
  24. Select Save.
  25. Close the page.
  26. Select Save.
  27. Close the page.
  28. Close the page.
  29. Select Yes in the Run Draft field.

Use an existing ER model-mapping configuration

  1. In the tree, select Sample data model\Sample format.
  2. Select Run.
    • You can't run the selected draft version of the ER format configuration because more than one model-mapping configuration exists for the undefined data model that is selected as the data source of the running ER format.
    • Next, you need to define the alternative model-mapping configuration as the one from which model mappings are used as data sources for running ER format.
  3. In the tree, select Sample data model\Sample mapping (alternative).
  4. Select Yes in the Default for model-mapping field.
  5. In the tree, select Sample data model\Sample format.
  6. Select Run.
  7. Select OK.
    • This format configuration uses the default model-mapping configuration to generate the electronic document. The created output contains the company code.
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