Share via

Enable the electronic reporting format destinations dialog box

  • Article

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically Jul 31, 2023 Oct 2, 2023

Business value

There are times when a business document needs a specific destination other than those destinations that were configured for the running electronic reporting (ER) format. For some transactions, you may need to overwrite the ER destination setup by sending the document to a different email recipient or using a different ER destination.

Feature details

This feature enables selecting ER destinations for the next set of supported out-of-the-box configurable business documents, covering all of Accounts Receivable.

The following documents are covered:

  • Customer invoice
  • Sales quotation
  • Sales quotation confirmation
  • Sales order packing slip
  • Sales order confirmation
  • Sales agreement confirmation
  • Picking list

To learn more about the original set of documents where this functionality had been enabled, see Change action-dependent ER destinations at runtime.

Screenshot with an example of dialog for electronic reporting destinations.