Import Electronic reporting configurations

This topic explains how to download Electronic reporting (ER) configurations from Microsoft Dynamics Lifecycle Services (LCS) to a local business data application. It also explains how to upload the ER configurations from an ER repository to the local business data (LBD) application.

  1. Sign in to your local business data application by using one of the following roles:

    • Electronic reporting developer
    • Electronic reporting functional consultant
    • System administrator
  2. Go to Organization administration > Electronic reporting.

  3. In the Configuration providers section, select the card for the ER provider that is associated with your company.

    Note

    To learn how to register a new ER solution provider, play the Create a configuration provider and mark it as active task guide.

  4. On the selected tile, click Repositories.

    Repositories button on an ER provider tab

  5. On the Configuration repositories page, in the grid, select the existing repository of the File system type. If the repository doesn't appear in the grid, follow these steps:

    1. Click Add to add a new repository.
    2. Select FILE SYSTEM as the repository type.
    3. Click Create repository.
    4. Enter a name and description for the repository.
    5. Enter the path of the working directory for this repository. This path should point to a folder of the local file system where the ER configurations that belong to the repository will be stored.
    6. Click OK to confirm and save the new repository.
    7. In the grid, select the new repository of the File system type.

      Repository of the File system type in the grid

  6. In your browser, open another tab, and sign in to LCS.

  7. In the Shared asset library, select the GER Configuration asset type, and then click Download all.

    Download all button in the Shared asset library

    Note

    All the ER configurations will be put into a zip file for download.

  8. Open the file, select all the ER configurations, and then copy them to the working directory for the repository of the File system type.

  9. On the ER repositories page, on the Dynamics 365 for Finance and Operations tab, click Open to view the list of ER configurations for the selected repository.
  10. In the Configurations tree in the left pane, select an ER configuration.
  11. On the Versions FastTab, select the required version of the ER configuration.
  12. Click Import to download the selected version from this repository to the current instance.

    Note

    The Import button is unavailable for existing ER configuration versions.

Note

Depending on the ER settings, configurations are validated after they are imported. You might be notified about inconsistencies or issues that are discovered. You must resolve these inconsistencies or issues before you can use the imported configuration version.

Frequently asked questions

Question: When I click Download all in the Shared asset library, I receive the following warning: “Zip generation is in progress, please try again in a few minutes.” Why do I receive this warning?

Answer: You receive this warning because a new configuration is added to the Shared asset library, and the ER configuration is being archived.