Create a configuration providand mark it as active for electronic reporting (ER)

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

The following steps explain how a user assigned to the System Administrator or Electronic Reporting Developer role can create a configuration provider for Electronic reporting (ER). Each ER configuration will refer to the provider as the author of the configuration. In this example, you will create a configuration provider for sample company, Litware, Inc. These steps can be performed in any company as ER configuration providers are shared among all companies.

Create a provider

  1. Go to Organization administration > Workspaces > Electronic reporting.
  2. Click Configuration providers.
  3. Click New.
    • A provider record has a unique name and URL. Review the content of this page and skip this procedure if a record for Litware, Inc. (http://www.litware.com) already exists.
  4. In the Name field, type 'Litware, Inc.'.
    • Litware, Inc.
  5. In the Internet address field, type 'http://www.litware.com'.
  6. Click Save.
  7. Close the page.

Select as an active provider

  1. Select the Litware, Inc. provider.
  2. Click Set active.