Electronic reporting - Post-processing of imported files

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

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Import functionality in electronic reporting (ER) uses SharePoint folders to get the next set of files for processing. As of now, there is no automatic procedure to manage processed files; for example, successfully processed files are automatically deleted from a SharePoint source folder and can’t be moved to another location. It results in additional manual work and potential errors. This feature automates this procedure and allows configuring of the post-processing actions. By changing source settings of an ER format, the user can configure the following actions:

  • For successfully processed files:
    • Delete files from the source SharePoint folder
    • Move files to another SharePoint folder
  • For processed-with-warning files:
    • Keep files in the source SharePoint folder
    • Move files to another SharePoint folder
  • For failed files:
    • Keep files in the source SharePoint folder
    • Move files to another SharePoint folder

SharePoint source settings