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Procedure documentationGenerating Electronic Reports Locate this document in the navigation structure

 

Use Electronic Reports to generate reports with electronic formats.

Prerequisites

You have set up the electronic file formats using the electronic file manager.

Procedure

Based on the definition of Module in the Electronic File Manager: Format Definition add-on, the available electronic formats are listed in Electronic Reports, under the reports menu entry of the specific SAP Business One module.

  1. From the SAP Business One Main Menu, choose   module   module Reports   Electronic Report   the specific electronic report  . Alternatively, choose it from the Reports module.

    The report wizard appears. The number of steps in the wizard depends on the parameters to be configured for the specific report.

    In each step, choose the appropriate button, as follows:

    • Next: proceed to the next step

    • Back: return to the previous step

    • Cancel: quit the process

    • Preview: preview the report based on the parameters that you have specified

  2. In step 1 and up to the Save Option step, specify the parameters required by the Electronic Format Manager: Format Definition for this report.

  3. In the Save Option step, specify the destination file path for the generated electronic report.

  4. In the Result Summary step, do the following:

    • To view the system log, choose the View Log button.

    • To open the generated electronic report, click the hyperlink.

    • To close the wizard, choose the Finish button.

More Information

Setting Up File Formats for Bank Payments

For more information about defining electronic formats, see the online help for the Electronic File Manager: Format Definition add-on after installing it.