How to extend the Electronic Report without model mapping configuration?
This post is about how you can extend the Electronic Report, if one doesn't have model mapping configuration. If you want to read how to extend the ER having model mapping, please read How to extend the standard Electronic Reporting?
Lets take an example of how to extend the Fixed Asset roll forward report.
Step 1 -
- Click on the root Fixed assets model.
- Click create configuration and then click on the Derive from Name: Fixed assets model, Microsoft.
- Give suitable name and description.
Step 2 -
- Click on the designer.
- We would add the last run depreciation date of each book of the Fixed asset
- So under Fixed assets entry point ----> AssetRollForwardTotalsByGroup---> lines, click on new then click on child of active node.
- Give the name as LastDepDate and type as date.
- Give the label too.
Step 3 -
- Click on map model to data source.
- Click on the designer.
- Under Data model, expand AssetRollForwardTotalsByGroup --> lines --> Last depreciation date. Click on Edit.
- Under Data Source, expand AssetRollForwardTotalsByGroup ---> lines. So either you need your field here, or you can add your customized method or if your table is related to any of the table you can search deep.
- I did and could not find it so, I created a customized method in AssetRollForwardTmp table.
Step 4 -
- Create the code extension class of AssetRollForwardTmp and add the following code.
- Whatever name you will give to method, you can find it in your mapping too.
Step 5-
- Follow the Step 3 and there you can find your method.
- Click on it and then click Add data source.
- Come to configurations form and make the status of this report as complete.
Step 6-
- Click on the Fixed asset roll forward. Click on the create configuration.
- Do as the below image.
Step 7-
- As we want the new template. We need to modify the existing excel.
- Click on the attachments.
- Click open. The file will get downloaded.
- Open the file and add your column wherever you want.
- Add the following column and give it a names like below
- Click on the blue box and give the following label.
- Click on the cell below the 'Last depreciation date'
- Give it the following label.
- Save it and close.
Step 8-
- Click on the designer of Fixed asset roll forward ext.
- Click on import in action pane.
- Click on update from excel.
- Click on update template. Add your file.
- Click Okay.
Step 9-
- Expand excel --->page_range ---> fag_range . Here you can find your last_date_dep_label.
- If you expand more to vm_range, you will find the last_date_dep_value.
- Bind it with Last depreciation date and click on the formula to give the desired date format.
Step 10-
- Close the form.
- Make the change status to complete.
- Now we need to validate the data.
- Go under Fixed assets-->Fixed assets -->Fixed assets. Open any fixed asset. Go under books under depreciation.
- These dates should be coming under the electronic report.
Step 11-
- To run the Electronic report, go to Fixed assets -->Inquires and reports --> Transaction reports --> Fixed asset roll forward.
- Give From date and To date.
- Under format mapping select the mapping which you have created that is 'Fixed asset roll forward ext'
Comments
Post a Comment