(RUS) Document templates (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click General ledger > Setup > Financial reports generator > Document templates.
Use this form to configure a document template for each type of report that is submitted electronically to the tax authorities. The structure of the electronic file defines the list of sections, the content, and the order in which the sections are loaded.
Task that uses this form
(RUS) Set up templates for electronic reporting
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
Update the document template details. |
Structure |
Enter the section details for the document template. |
Buttons
Button |
Description |
---|---|
Setup |
Open the Requisites setup form, where you can set up requisites for electronic reporting. |
Document |
Open the document template in Microsoft Excel. |
Report |
Open the Report form, where you can set up the financial reports generator (FRG). |
Functions |
Open a menu that contains the following items:
|
Add |
Open the Add standard sections form, where you can add standard sections to the document template. Nota The Add button is available on the Structure FastTab. |
Import |
Open the Requisites import form, where you can import fixed requisites to the document template. Nota The Import button is available on the Structure FastTab. |
Copy |
Open the Copy from template form, where you can copy document template settings from another template. Nota The Copy button is available on the Structure FastTab. |
Up |
Move the selected section one position up in the tree structure. Nota The Up button is available on the Structure FastTab. |
Down |
Move the selected section one position down in the tree structure. Nota The Down button is available on the Structure FastTab. |
Fields
Field |
Description |
---|---|
Template |
Enter an identification number for the document template. |
Name |
Enter a description for the document template. |
Format version |
Select the format version number of the document template. |
Report code |
Select a report code to set up a document template for the report that is generated by using the FRG. |
File name |
Specify the file name and path of the report template file. |
Format |
Select the format code for the requisite. |
Locked |
A selected check box indicates that the template is locked for editing. A document template file is locked if it is currently used by another employee. |
User ID |
The login name of the employee who currently uses the document template file. |
Section |
Enter an identification number for the document section. |
Name |
Enter a name for the document section. |
Delimiter "before" |
Select the delimiter code that is inserted before this section. Nota This field is available only if the requisite format is a version that is earlier than version 4. |
Delimiter "after" |
Select the delimiter code that is inserted after the section. Nota This field is available only if the requisite format is a version that is earlier than version 4. |
Section number |
Enter the section number. Nota This field is available only if the requisite format is a version that is earlier than version 4. |
Content |
Select this check box to indicate that the section is a parent section for all main report data sections. Nota This field is available only if the requisite format is a version that is earlier than version 4. |
Optional section |
Select this check box to indicate that the selected section is not included in the electronic report file. If you select the Optional section check box for a section, the section is included in the electronic report file only if there are values in the appropriate fields. You must select this check box to include requisites in optional sections. |
Dynamic section |
A selected check box indicates that a dynamic requisite is created by using the Requisites setup form and is included in the selected section. |
Find next |
Select this check box to search for other dynamic sections in the Excel template if the template contains several sections. Nota This field is available only if the requisite format is a version that is earlier than version 4. |
Requisite |
The requisite for the dynamic section of the document template. |
Dynamic table |
A selected check box indicates that a dynamic table is created by using the Requisites setup form and is included in the selected section. |
On the next page |
Select this check box for sections that take two or more pages in the Excel template. Nota In some text format versions, there are sections that span two or more worksheets in the Excel template. In these cases, it is important that the worksheets are in the correct order when you create the dynamic requisites. The first worksheet is followed by the next worksheet of the same section. Otherwise, the values of the requisites are selected incorrectly. If several sections are contained within the same Excel template, the On the next page check box is selected automatically to ensure that other sections in the template are also searched after one section is found. |
See also
(RUS) Export templates settings (form)
(RUS) Import templates settings (form)
(RUS) Create or update FRG lines (form)
(RUS) Add standard sections (form)
(RUS) Requisites import (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).