(EEUR) Set up templates for electronic reporting
Gilt für: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You must configure a document template for each type of report that is submitted electronically to the tax authorities, such as the Assessed tax declaration. The structure of the electronic file defines the list of sections, as well as their content and the order in which they are loaded.
Templates are configured in two steps:
Set up the template structure in the Document templates form.
Set up template requisites in the Requisites setup form.
Document templates can be set up for text formats as well as XML formats.
Hinweis
Dieses Thema wurde nicht vollständig für Microsoft Dynamics AX 2012 R2 aktualisiert.
Set up a template for text formats
Klicken Sie auf Hauptbuch > Einstellungen > Financial reports generator > Document templates.
Press CTRL+N to create a new line.
In the Template field, enter the document template code.
In the Name field, enter a description for the document template.
Hinweis
If you are setting up a report that will be generated by the Financial reports generator, in the Report Code field, select the report code.
In the Format version field, select the identification code for the format version.
Click the General tab. In the File name field, specify the path of the report template file.
In the Format field, select the format code for the requisite.
Click the Structure tab, and then press CTRL+N to create a new element.
In the Section field, enter the document section code.
In the Name field, enter the document section name.
In the Delimiter "before" field, select the delimiter code to be inserted before this section.
Hinweis
This field is available only if the format is earlier than Version 4.
In the Delimiter "after" field, select the delimiter code to be inserted after this section.
Hinweis
This field is available only if the format is earlier than Version 4.
In the Section number field, enter the section number.
Hinweis
This field is available only if the format is earlier than Version 4.
Select the Content check box for the section that is a parent section for all main report data sections.
Hinweis
This field is available only if the format is earlier than Version 4.
The Dynamic section check box is activated automatically after a dynamic requisite and dynamic table are created in the Requisites Setup form in this section.
Select the On the next page check box for sections that take two or more pages in the Microsoft Office Excel workbook.
Hinweis
In some text format versions, you might have sections that take two or more sheets in the Office Excel template, such as section 206 of the text version of the Profit Tax form. In these cases, it is important that the sheets are in the correct order when you create the dynamic requisites. The first sheet should be followed by the next sheet of the same section. Otherwise, the values of the requisites will be selected incorrectly. If several sections are contained within the same Excel template sheet, this check box is activated automatically to ensure that other sections in the spreadsheet are also searched after one section is found.
Click Up or Down to change the order of sections in the tree.
Hinweis
You can also drag the tree elements to move them up or down.
Click Add to open the Add standard sections form.
Select the Select check box for the standard section to be added in the required order, and then click OK.
In the Document templates form, click Import to add several requisites to a section at the same time.
To create several identical sections, press CTRL+N on the Structure tab to create the new sections.
Select the section in the tree, and then click Copy to open the Copy from template form.
In the Form template field, select the section to copy data from, and then click OK.
Hinweis
If the section contains a dynamic table, you must create a separate auxiliary section for the dynamic table, the dynamic table totals, and any other requisites from this section. These sections will be child sections of the main section in the information part of the report.
Press CTRL+S or close the form.
Set up a template for XML formats
Klicken Sie auf Hauptbuch > Einstellungen > Financial reports generator > Document templates.
Press CTRL+N to create a new line.
In the Template field, enter a short name for the document template.
In the Name field, enter a description for the document template.
Hinweis
If you are setting up a report that will be generated by the Financial reports generator, in the Report Code field, select the code created in the Report form.
In the Form version field, select the identification code for the format version.
Hinweis
For more information, see (EEUR) Set up the periods of formats application directory.
Click the General tab. In the File name field, specify the path of the report template file.
Click Functions > Update structure to open the Update template structure form.
Select the Delete template content check box to delete the content in the template.
Click OK to create the report structure automatically.
Hinweis
You can use this process for templates that have already been created for XML formats, although all previous settings will be deleted. You can view the created template structure on the Structure tab. Each section in the template structure corresponds to an element in the XSD schema for the document.
Select the Optional section check box to designate sections that should not be included in the output file.
Hinweis
If the Optional section check box is activated for a section, the section will appear in the output file only if there are values in the appropriate field boxes. The Optional section check box must be activated for requisites in optional sections.
Press CTRL+S or close the form.
Siehe auch
(EEUR) Document templates (form)
(EEUR) Requisites setup (form)