D365FO Business Documents and Electronic reporting Excel templates guide All you need to know from 0

[@liyuanji2316]

Hey Fernando, Thanks for showing how to create an ER format from an Excel template. You ran the ER format to generate a PDF. I am wondering if you have tried to use an Excel template with multiple sheets to create the ER format. I have no trouble running the ER format to generate an XLSX output, but I need a PDF as output.

[@fernitudeladev]

use Electronic Destinations for that: kzbin.info/www/bejne/sKqQYYJ4jceEpJYsi=wwAShtO9ovjZiGXY

[@liyuanji2316]

@@fernitudeladev Thanks for replying~ A follow-up question, this function works fine with one sheet(tab) excel, but it doesn't work with if Excel has multiple sheets (tabs).

[@fernitudeladev]

Oh really? isn’t there any conversion settings for it? if not I would try to put the Sheet 1 and 2 info in the same sheet?

[@fernitudeladev]

@@liyuanji2316 Have you checked the PDFConversion function within the ER itself?

[@liyuanji2316]

@@fernitudeladev Yeah, PDF conversion only works with a single sheet.

[@mikiplus87]

Thanks a lot for your videos. They are extremely useful. Let me ask you one question, in your opinion it is possible to "start" from the backend ssrs logic of a report to make it available as an ER with which would became possible to redesign the frontend of the report without putting too much technical effort in already existing reports? In some way I know that there already a lot of std data models available, but I was trying to understand if what you can do with Docentric (create Docentric Data Provider starting from the already existing standard DP class) is possible also with ER and Business Documents. I saw that you can insert many different kinds of datasources in model mapping, including classes, but obviously you can't insert data providers because they are written to populate tmp tables in most cases and not to provide data as you would need in this case. Thanks in advance

[@fernitudeladev]

Thanks for your comment. If you sart an ER report from scratch, you can create a DP from code using tmp tables and that stuff, and then when you execute the ER (also from code) send that instance of the object initialized and with the data, to the ER API. We had to run some ERs from code using it and in the ERIFormatMappingRun, you have the method withParameter() and using some other framework classes you can send the object, specifying the model name, the name of the object in the ER and the actual instance of that object. Check fernitudela.dev/2023/05/30/execute-d365fo-electronic-reporting-from-x-code-using-parameters-and-contracts/ You would do exactly the same as I do there but with the DP class itself instead of with the Contract. on the other hand, for already existing bus docs, that are based in dp, you can just extend, include your fields and they will automatically show up in the ER. I hope this helped you!! looking forward to see you around, this world is small!! bye