Configure electronic reporting

  • 10 minutes

Before you can start configuring the Electronic reporting functionality, set up the required document types in Document management:

  • Office documents that are used as templates for reports
  • Storage for the output of ER reports in the jobs archive
  • Storage for the output of reports so that they can be viewed in other programs
  • Documents for keeping baselines of configuration output
  • Documents for handling files in the framework for all other purposes

Follow these steps to set up the basic functionality of electronic reporting:

  1. Open the Electronic reporting workspace.
  2. In the App links section, select Electronic reporting parameters.
  3. On the General tab, turn on the Enable design mode option to enable the ER design experience to the current Finance instance.
  4. On the Attachments tab, define the types of documents that should be used for file storage in the ER framework. Notice that in the Configurations section, the document type is a file with each legal entity, while all other document types are files or images.
  5. On the Lifecycle Services tab, define the number of parallel threads that should be used to load an ER configuration from repositories in Lifecycle Services, so that the configurations are loaded in the most efficient manner. The value can vary from 1 to 15, depending on the available resources of the current program. The real number of threads will be defined automatically based on this setting and on the number of other tasks and their priorities.
  6. Close the page.
  7. Under Configuration providers, you select a provider. Select the ellipses to see the Set active option. If the configuration is already active, the Set active option will be dimmed. The active provider's name and internet address are stored in an ER configuration as attributes of the configuration owner.

Create a new configuration provider

In the USMF demo company in finance and operations apps, there is already a configuration provider. You can create a new configuration provider by going through the steps in the following sections. The newly created configuration providers are automatically shared with all legal entities.

Screenshot of the Electronic reporting workspace.

Create a provider

To create a new configuration provider, follow these steps:

  1. Go to Organization administration > Workspaces > Electronic reporting.
  2. Select Configuration providers in the App links section.
  3. Select New.
  4. In the Name field, enter Adventure Works Cycles International.
  5. In the Internet address field, enter https://www.adventure-works.com.
  6. Select Save and close the page.

Set the new provider as active

To set the newly created configuration provider as active, follow these steps:

  1. Select the Adventure Works Cycles International provider tile.
  2. Select Set active.

For more detail about creating configurations, go to ER Design domain specific data model.

An advanced user can define corporate rules, which translate the terms to all the languages that are supported in finance and operations apps. This functionality allows business users to specify terms and conditions in their chosen language.

If a power user configures an independent rule for a legal entity, a field for the data source is defined to return values describing the configured rule. The entire path to this field is provided, thus enabling a power user to navigate to it quickly. Also, when electronic reporting format-specific company (legal entity) master data is set up, this feature enables a power user to define what areas of the search data source will be provided to a business user.

Furthermore, you can configure a legal entity-independent rule to return only the enumeration data type for each configured condition. An advanced user can also configure a rule to also return a text value.