(RUS) Documents (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Click General ledger > Reports > External > Electronic documents list.

Use this form to send and maintain electronic documents to export to the reporting authorities.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview	Enter the document details.
General	Update the document details. You can also view the correction details after a document is corrected.
Document	Open the selected document in Microsoft Excel.

Buttons

Button	Description
Load	Open a menu that contains the following items: File – Open the Load file form, where you can import data from the external Excel file. Report – Open the Load report form, where you can import data for reports that are created by the financial reports generator. Version – Open the Load version form, where you can import data from an earlier version of the document, if applicable. Bemærk This button is activated for documents with a status of Created or Received.
Versions	Open the Versions form, where you can view the document version. All created versions are available in the tree structure.
View	Open the Version '%1' form, where you can view and modify the document versions. Bemærk This button is activated for documents with a status of Received, Approved, or Finished.
Requisites	Open the Requisites form, where you can view a list of requisites and values for the document. Bemærk This button is activated for documents with a status of Received, Approved, or Finished.
Export to	Open the Electronic document export. form, where you can export the document. Bemærk This button is activated for documents with a status of Approved.
Status	Change the status of the document. Approved – The document contains data that is approved for submission to tax authorities. This status is activated only for documents with a status of Received. Finished – The approved document is submitted to tax authorities and cannot be modified. This status is activated only for documents with a status of Approved. Reset – Reset the document status. Every time you reset the status, the status is reset to the previous stage. This status is not activated for documents with a status of Created.
Send	Open a menu that contains the following items: Send document – Open the Send electronic document form, where you can export electronic documents. Update status – View the statuses of the exported electronic documents. View log – Open the Electronic document send journal form, where you can view general information about exported electronic documents and their statuses. Identifiers – Open the Electronic document identifiers form, where you can view identification information about the exported electronic documents.
Functions	Open a menu that contains the following items: Document – Open the Excel file to save the document. Bemærk This option is activated for documents with a status of Received, Approved, or Finished. Create correction – Open the Create correction for electronic document. form, where you can make a correction in the selected document. Bemærk This option is activated for documents with a status of Finished.

Fields

Field	Description
Status	Select the status of the exported document from the following options: In process – View all documents that are in process. All documents with a status of Created, Approved, or Received are displayed. Finished – View all documents that are exported. All – View all documents.
Template	Select the document template.
Document	Enter the document code.
Number	Update the document number for the current year.
Description	Enter a description for the document.
Period start	Select the starting date of the reporting period for the document.
Period ends	Select the ending date of the reporting period for the document.
Status  (In the Status field group)	The status of the electronic document. Created– The default status when the document is created. Received – The document contains data. Approved – The document contains data that is approved for submission to the tax authorities. Finished – The approved document has been submitted to tax authorities and cannot be modified.
Sender	Select the employee code of the document sender.
Send status	The status of the document that is being sent for approval.
Current version	The current version of the document. Bemærk You can indicate the value in the Versions form.
Corrected document	The identification code of the correction document.
Document type:	The string that identifies the document type. Bemærk In the original document, the document type value is 1 in text format and 0 in XML format. In the correction document, the text format value is 3, and the XML format value is 1/999.
Corrective number	The version number for the correction that is made to the original document. Bemærk This is updated when a correction document is created for the original document.

See also

(RUS) Send electronic document (form)

(RUS) Electronic document send journal (form)

(RUS) Electronic document identifiers (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).