How to specify a custom storage location for generated documents from Electronic reporting (ER) in D365FO

This blog guide you how to specify a custom storage location for generated documents from Electronic reporting (ER) in Dynamics 365 Finance and operations.

Generally when you generate payments, the payment file is generated, and you're asked to save it from your web browser to any available location.

Our client requirement is when they generate payments for vendors, the file should land automatically to private azure storage blob and from there our integration is configured such way that the files will be picked from blob and send it to Bank.

As we know that ER module classes locked almost and which can’t be reused or extend. But in out box Microsoft has provided API of the Electronic reporting (ER) Framework lets you extend the list of storage locations for documents that ER formats generates.

To implement the same we need to complete the below steps.¨

Ø  Setup electronic reporting destination settings

Ø  Subscribe to the AttachingFile() event in the class ERDocuManagementEvents and write business logic to save the file in desired location.

Setup electronic reporting destination settings:-

1. Document type will be setup to store the file to Azure storage.

2. Electronic reporting destination will be setup to store the file in the archive as shown below.

Then subscribe to the AttachingFile() event in the class ERDocuManagementEvents and write business logic to save the file in desired location:-

[SubscribesTo(classStr(ERDocuManagementEvents),staticDelegateStr(ERDocuManagementEvents,attachingFile))]

public static void ERDocuManagementEvents_attachingFile (ERDocuManagementAttachingFileEventArgs _args)

    {

        if (!_args.isHandled())

        {

            DocuType docuType = DocuType::find (_args.getDocuTypeId());

            _args.markAsHandled();

            var stream = _args.getStream();

            if (stream.CanSeek)

            {

                stream.Seek(0, System.IO.SeekOrigin::Begin);

            }

              //Here you can write your own desired locations where you want to save the file.

             // Else you can call C# helper class to save the file to azure blob which

            //I discussed in previous post
              JP_CloudStorageHelperClass.JP_CloudStorageHelperLocal helperClass =                                                             new JP_CloudStorageHelperClass.JP_CloudStorageHelperLocal helperClass();
               helperClass.saveFileInBlob(_StorageAccountName,Container, SASKey, BlobName , 
                                 System.IO.Stream stream)

        }

    }

For more info check Microsoft docs, Hope this helps and I will come up with another interesting blog post soon.

Happy Daxing :)

Tags

#D365, #ElectronicReportingDestinationSettings, #SaveCustomLocation, #AzureBlob