Applies to Product - Dynamics 365 Finance
What’s happening?
The "Remitter" field in the electronic reporting (ER) format is not mapped to any field in the standard Dynamics 365 Finance and Operations (F&O) model. The requirement is to map this field to "TradingParty_Name" to display the customer name on the report.
Reason:
The Remitter field is not mapped to any field in the standard Electronic Reporting (ER) format provided by Dynamics 365 Finance and Operations.
Resolution:
To resolve this, follow these steps:
- Refer to the official Microsoft documentation titled "Define ER model mappings and select data sources for them - Finance & Operations | Dynamics 365 | Microsoft Learn" for detailed instructions on performing the mapping.
- Work with your internal development team to customize the ER format (such as the BAI2 format) to include the required mapping to the "TradingParty_Name" field.
- After customizing the ER format, thoroughly test the changes to ensure that the standard code functionality is not adversely affected.
- If you encounter issues retrieving data after customizing the ER format, document the exact reproduction steps taken during customization and log a new support ticket. This will enable the support team to test the scenario in the standard code and provide further assistance.
Resolution:
- Refer to the following Microsoft documentation for detailed instructions on defining ER model mappings and selecting data sources:
- "Define ER model mappings and select data sources for them - Finance & Operations | Dynamics 365 | Microsoft Learn"
- Collaborate with your internal development team to implement and test the required customization.
- If issues arise after customization, document the exact reproduction steps and submit a new support ticket for further assistance.
