(RUS) Requisites setup (form)

Artículo
10/19/2018

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

Click General ledger > Setup > Financial reports generator > Document templates. Select a template, and then click Setup. Click Open.

Use this form to set up requisite types for electronic reporting.

Tasks that use this form

(RUS) Set up an expression requisite type

(RUS) Set up simple cell type requisites

(RUS) Set up conditional cell type requisites

(RUS) Set up composite cell type requisites

(RUS) Set up table requisites

(RUS) Set up dynamic table requisites for text formats

(RUS) Set up dynamic table requisites for XML format

(RUS) Set up conditional requisites for XML formats

(RUS) Set up dynamic sections for electronic reporting

Navigating the form

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

Tabs

Tab	Description
Requisites	Set up requisites for electronic reporting.
Tables	Set up table requisites for electronic reporting.

Buttons

Button	Description
Select	Change the area for the requisite, table, or cell. Nota Select the required cell range from the Microsoft Excel worksheet, and then click Select to update the selected area in the upper pane.
Go to	Go to the specified cell in the Excel worksheet.
Names	Insert requisite names into the template.
Up	Move the selected line one position up.
Down	Move the selected line one position down.
Add	Add the selected cells to the requisite.
Requisites	Create requisites in the selected section. Nota This button is available on the Tables tab.

Fields

Field	Description
Section	Select the document section that the requisite refers to.
Requisite type	Select the section requisite type from the following options: Cell – The requisite value is updated from a cell in the Excel worksheet. Constant – The requisite value is a fixed requisite that is set up in the Fixed requisites form. Value – The requisite value is selected manually when the template is set up. You can also use macros to replace the description of this type of requisite value in the Value field.
Requisite	Enter the requisite code.
Attribute	Update the XML attribute name.
Description	Enter a description for the requisite.
Value	Enter the requisite value. Nota This field is available only when you select Value in the Requisite type field.
Worksheet	Enter the name of the Excel worksheet.
Dynamic section	Select this check box to indicate that the requisite is excluded from the report file. Nota This check box is available only when you select Cell in the Requisite type field.
Reference to value	Select the parent section requisite. The value in the Reference to value field must be the same as the value in the specified cell range. Nota This field is available only when you select the Dynamic section check box.
Data type	Select the requisite data type from the following options: General – The requisite can have any kind of value. Numeric – The requisite must be numeric. If a cell contains text, the imported value of the requisite is blank. Text – The requisite can have any value. Date – The requisite must be in date format. If a cell contains any other type of value, the value of the requisite is blank. Conditional – The requisite depends on the value displayed in the cell when the requisite is imported. If the cell is not blank, the requisite value is updated with the value in the Value field on the right section of the Requisites setup form. Otherwise, the requisite value is updated with the value in the Default field.
Output type	Select the requisite output type from the following options: Optional – The requisite is excluded from the report file if the requisite value is blank. Required – The requisite is required and is always included in the report file. The requisite value cannot be blank. Predefined – A requisite code must be available. The requisite value can be blank.
Default	Enter the default requisite value. Nota You must enter a default value for requisites of the Required output type. The default value is used only if the imported requisite value is blank.
Extended data type	Select the extended data type to verify the value of the requisite that is imported.
Cell	Update the cell number.
Prefix	Enter the value that is added before the requisite.
Postfix	Enter the value that is added after the requisite.
Value	Enter the conditional requisite value.
Dynamic table	Select this check box to indicate that the table is a dynamic table.
Area	Update the data area of the table.
Note line	Enter a note for the requisite.
Format	Update the format code for the requisite. Nota This field is available only for document templates earlier than version 3.
Description format	Enter the description format for the requisite code. You can enter any value that includes %1. When the report is generated, %1 is replaced with the value in the Column field that has a Description column type. Nota This field is available only for document templates earlier than version 4.
Table number	Enter the table number for the requisite code. Nota This field is available only for document templates earlier than version 4.
Name	Enter the name for the requisite table.
Column type	Select the column type for the table requisite. The options are Line code, Description, and Value.
Column	Enter the cell name of the first column of the Excel document that is used to create the requisite codes.
Column number	Enter the column number for the requisite code. Nota This field is available only for document templates earlier than version 4.
Line number	Enter the line number for the requisite code. Nota This field is available only for document templates earlier than version 4.

Compartir a través de