(EEUR) Import or export templates and related data

Gilt für: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

You can use the Import templates settings form andExport templates settings form to import and export template settings.

Import template settings

1. Klicken Sie auf Hauptbuch > Einstellungen > Financial reports generator > Document templates.

2. Press CTRL+N to create a new line, and enter the required details.

   Hinweis

   For more information, see (EEUR) Set up templates for electronic reporting.

3. Click Functions > Import to open the Import templates settings form.

4. In the File name field, specify the path of the file to be imported.

5. Select the Show details check box to view the imported data before uploading.

   Hinweis

   All templates and their parameters are displayed on the Financial reports generator tab. The Financial reports generator tab is available only if you select the Show details check box.

6. Click Select new to select new items to import.

7. Select a parameter, and then click Compare > Compare to compare the value of the imported parameter with the one that already exists. The detected differences are displayed in the lower section of the form.

   Hinweis

   The Compare button is available for templates and parameters that already exist.

8. In the Import templates settings form, click OK to import the template settings. The new templates and parameters are added and the existing templates and parameters are updated.

9. Press CTRL+S or close the form.

Export template settings

1. Click Klicken Sie auf Hauptbuch > Einstellungen > Financial reports generator > Document templates.

2. Press CTRL+N to create a new line, and enter the required details.

   Hinweis

   For more information, see (EEUR) Set up templates for electronic reporting.

3. Click Functions > Export to open the Export templates settings form.

4. In the File name field, specify the file path.

5. Select the Export check box for the template that contains the settings to be exported.

   Hinweis

   You can click Select all to select all of the templates for export, or Clear all to clear all of the templates.

6. Click the Settings tab. All available template parameters are displayed.

7. In the Export field, for each parameter, specify whether to export all existing values or only those used in the template.

   Hinweis

   By default, only the values of the parameters that are used in the settings of the exported template are exported.

8. Click OK to export the template settings to the XML file that is specified in the File name field on the General tab.

9. Press CTRL+S or close the form.

Siehe auch

(EEUR) Document templates (form)

(EEUR) Export templates settings (form)

(EEUR) Import templates settings (form)