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3 May 2023
By: Simon van Dijk

ER for Newbies: A Simplified Guide to Microsoft Dynamics Electronic Reporting

Uitgelichte afbeelding voor een blog over ER voor beginners in webP formaat


As a functional consultant or business user, you must be aware of the importance of regulatory reporting and payments. However, managing these reports and payments can be a complex undertaking, particularly when dealing with different data sources and input/output formats. Fortunately, Microsoft Dynamics Electronic Reporting (ER) simplifies reporting processes by streamlining the creation and maintenance of electronic reports and payments. In this blog, we will tell you all about it!


How ER works

ER is a straightforward tool that enables you to extract data from various sources, including Excel, SQL Server databases, and XML files. Once you have the data, you can map it to a model of a specific domain area and define electronic format structures using data and algorithms. You can then bind the format elements to the data model. And that’s about it!
ER supports both outgoing and incoming electronic documents, and it supports various output formats such as TEXT, XML, JSON, PDF, Microsoft Word, Microsoft Excel, and OPENXML worksheet formats. Plus, ER has a visual designer and a formula language similar to Excel for data transformation, and it allows you to group and aggregate data easily.

Key concepts and benefits

The best part about ER is that you don’t need to be a developer to use it! A business user can easily configure ER without any coding, which allows for quick customization and adaptation to changing business needs. On a side note, some users may find the interface not very user-friendly at first, but with a bit of training, one can quickly get up to speed on all its functions.

Another advantage of ER is that you only need one configuration for multiple Dynamics 365 Finance and Supply Chain Management releases. You manage domain-specific data models defined in business terms, and you isolate application release details in release-dependent data model mappings. And you maintain single model-based format configurations for multiple releases of the current version.

And then there is the automatic upgrade feature of ER. Configuration versioning is supported, which makes it easy to upgrade to newer configuration versions. Localizations can also be introduced as child versions of the original ER configurations.


Examples of ER usage

Now that you know what ER is and how it works, let’s talk about some examples of its usage. ER can help you create configurable business documents such as sales invoices, purchase orders, credit memos, packing slips, or collection letters. It can also help you generate financial or operational reports like balance sheets, income statements, inventory levels, or sales performance. In addition, ER can help you with compliance reports, such as online invoicing, and automatically send required information to the local tax authorities. Finally, ER can help you with outgoing vendor payments such as ISO20022 Credit transfers, and incoming customer payments such as MT940 or CAMT.053 bank statements.

Regulatory Configuration Service

So, where do you design your ER configurations? The Regulatory Configuration Service (RCS) is the place to be! It’s the successor of LCS and serves as a central storage for ER configurations. RCS has a repository for selected Microsoft configurations as well as your own customized configurations. From RCS, you can upload all completed configurations to connected applications, making them available for use in your development, test, acceptance, and production environments.


Conclusion This brings us to the end of this blog. Microsoft Dynamics Electronic Reporting is a great, powerful tool that can really help you simplify your reporting processes. With ER, you can create and maintain electronic reports and payments, extract data from various sources in an easy-to-understand format, and easily customize reports and documents tailored to your organization’s needs. ER enables compliance with regulatory requirements and allows for accurate and efficient data-driven decision-making. ER can save time and effort and requires no coding. So why not give it a try, and see how ER can help you achieve your business goals today!