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Import Electronic reporting (ER) configurations

Note

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This article explains how to download Electronic reporting (ER) configurations from Microsoft Dynamics Lifecycle Services (LCS) to a local business data application or Tier-1 environment.

  1. Sign in to your application by using one of the following roles:

    • Electronic reporting developer
    • Electronic reporting functional consultant
    • System administrator

  2. Go to Organization administration > Electronic reporting.

  3. In the Configuration providers section, select the card for the ER provider that is associated with your company.

    Note

    To learn how to register a new ER solution provider, see the Create a configuration provider and mark it as active task guide.

  4. On the selected tile, select Repositories.

  5. On the Configuration repositories page, in the grid, select the existing repository of the File system type. If the repository doesn't appear in the grid, follow these steps:

    1. Select Add to add a new repository.
    2. Select FILE SYSTEM as the repository type.
    3. Select Create repository.
    4. Enter a name and description for the repository.
    5. Enter the path of the working directory for this repository. This path should point to a folder of the local file system where the ER configurations that belong to the repository are stored.
    6. Select OK to confirm and save the new repository.
    7. In the grid, select the new repository of the File system type.

  6. In your browser, open another tab, and sign in to LCS.

  7. In the Shared asset library, select the GER Configuration asset type, and then download file GER Configurations - All.

    Note

    All the ER configurations are in a zip file for download.

  8. Open the file, select all the ER configurations, and then copy them to the working directory for the repository of the File system type.

  9. On the ER repositories page, on the Dynamics 365 Finance tab, select Open to view the list of ER configurations for the selected repository.

  10. In the Configurations tree in the left pane, select an ER configuration.

  11. On the Versions FastTab, select the required version of the ER configuration.

  12. Select Import to download the selected version from this repository to the current instance.

    Note

    The Import button is unavailable for existing ER configuration versions.

Note

Depending on the ER settings, configurations are validated after they are imported. You might see a notification about inconsistencies or issues that are discovered. You must resolve these inconsistencies or issues before you can use the imported configuration version.

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