This blog post will explain the versioning options in Electronic Reporting (ER), the localization options and the methods you can use to structure your reporting configurations. After this blog post you should be able to use the localization blueprint and the localization options.
In the configuration overview in ER you will see a tab called versions.
In this tab you have the following fields:
Besides these fields there are a few buttons as well under the version tab:
An ER configuration can be set to a specific localization using the country/region code. However, this can be better called the country code, as setting the region code is not possible. This is purely for informational purposes, as this country/region code setting does not impact your report in any way, shape or form.
This setting can be useful to select specific reports for countries, for clarity purposes however it is recommended to show this in the configuration name as well. Multiple countries can be added to the list. This does not affect translations in the configurations, translations will be handled in later blog posts.
When you have a lot of Electronic Reporting Configurations it is possible to use the localization blueprint for easier navigation.
The localization blueprint is built up automatically by the functional area tags and feature area tags. These are pre-built into D365FO and can not be changed, unless you are a developer. Because of the nature of these tags each Electronic Report can only have one functional area tag and one feature area tag. Besides these tags you can also add Industry tags of which you can add multiple to a configuration, however you can’t customize these either.
To add tags, go to your configuration and press the add button. As the functional area tags and feature area tags are hierarchical in setup, you must first add a functional tag before adding a feature tag.
After you have added the tags navigate to the localization blueprint to check the results.
You have now learned what the buttons in the versions menu do and what the fields represent. Furthermore, you have learned how to add country tags to the configuration and how to structure your electronic reporting configurations by the localization blueprint.
Happy Electronic Reporting!