Backup storage of ER templates

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The Electronic reporting (ER) overview lets business organisation users configure formats for outbound documents according to the legal requirements of various countries and regions. Configured ER formats can use predefined templates to generate outbound documents in diverse formats, such as Microsoft Excel workbooks, Microsoft Discussion documents, or PDF documents. The templates are filled with data that the configured dataflow for generated documents requires.

Each configured format can be published as part of an ER solution. Each ER solution can be exported from one instance of Finance and Operations and imported into another case.

The ER framework uses the Configure document direction to keep the required templates for the current Finance and Operations instance. Depending on the settings of the ER framework, Microsoft Azure Hulk storage or a Microsoft SharePoint binder can be selected every bit the physical primary storage location for templates. (For more than information, see Configure the Electronic reporting (ER) framework.) The DocuValue table holds an individual record for each template. In each record, the AccessInformation field stores the path of a template file that is located in the configured storage location.

When you manage your Finance and Operations instances, you might decide to migrate the current instance to another location. For example, you might migrate your production instance to a new sandbox environs. If you lot configured the ER framework to store templates in Blob storage, the DocuValue table in the new sandbox environment refers to the instance of Blob storage in the product environment. Nevertheless, this case can't be accessed from the sandbox environment, because the migration process doesn't support the migration of artifacts in Blob storage. Therefore, if you try to run an ER format that uses a template to generate business organization documents, an exception occurs, and you're notified most the missing template. You're as well guided to use the ER cleanup tool to delete and then re-import the ER format configuration that contains the template. Because you might accept several ER format configurations, this process can be time consuming.

The Fill-in storage of ER templates feature can help you make your templates so that they are always available to generate business documents.

Annotation

This feature can be used only when Blob storage has been selected as the physical storage location for ER templates.

Automated recovery and notification

For this feature, every template of a new ER format configuration in the current environment is automatically saved to the fill-in storage location for templates (the ERDocuDatabaseStorage database table) when the following events occur:

  • You import a new ER format configuration that contains a template.
  • You consummate the draft version of an ER format configuration that contains a template.

Backup copies of templates are migrated to a new instance of Finance and Operations as part of the application database.

If a template of an ER format is required for generation of outbound documents, to process vendor payments including generation of payment advice and control reports, for case, just the required template isn't found in the primary storage location, the post-obit events occur:

  • If the template is available in the backup storage location, it is automatically taken from the backup storage location, restored to the principal storage location, and used for the current execution.

  • Every user who is assigned to the Electronic reporting developer or System administrator role is notified nearly the missing template issue through the Action center. The message that appears depends on the value of the Automatically run the process of restoring the broken templates in batch parameter:

    • If this parameter is set to Off, the message recommends that you start the batch process to automatically fix like issues for other ER format configuration templates. The bulletin includes a link that you tin can employ to showtime the batch process.
    • If this parameter is set to On, the message notifies you that a missing templates result has been discovered, and that a new batch process, Restore cleaved templates from internal database fill-in, has been automatically scheduled. This batch procedure will automatically fix like issues for other templates.

To set up the Automatically run the procedure of restoring the broken templates in batch parameter, complete the following steps:

  1. In Finance and Operations, open the Organization assistants > Electronic reporting > Configurations folio.
  2. On the Configurations folio, on the Action Pane, on the Configurations tab, in the Advanced settings group, select User parameters.
  3. In the User parameters dialog box, gear up the required value for the Automatically run the procedure of restoring the broken templates in batch parameter.

Note

This parameter is defined as awarding user and logged company specific.

ER configurations page.

The following illustration shows an example of the message that appears when the Automatically run the procedure of restoring the broken templates in batch parameter is set to On.

Vendor payment journal page.

The post-obit illustration shows the Restore broken templates from internal database fill-in batch process on the Batch job page.

Batch job page.

The execution log of the completed Restore broken templates from internal database backup batch process includes information nearly the templates that have been restored from the backup storage location to the master storage location.

Batch job history page.

By default, the process of automatically creating fill-in copies of templates that reside in ER format configurations is turned on. To end making backup copies of templates, set the Cease making fill-in copies of template option to Aye on the Attachments tab of the Electronic reporting parameters page. You tin can open up this page from the Electronic reporting workspace.

If yous set the Cease making backup copies of templates choice to Yes and don't want to continue the fill-in copies that were previously fabricated of templates, select Clean up backup storage on the Electronic reporting parameters folio.

If you upgraded your surroundings to Finance and Operations version ten.0.v (Oct 2019) and want to migrate to a new environment that includes ER format configurations that can be run, select Fill in fill-in storage on the Electronic reporting parameters page before the migration occurs. This button starts the procedure of making backup copies of all available templates, and so that they can be stored in the ER fill-in storage location for templates.

Electronic reporting parameters page.

Manual recovery

Go to Arrangement assistants > Electronic reporting > Restore broken templates to manually initiate the process of restoring ER templates from the backup storage location to the master storage location. Before you start this process, on the Restore broken templates folio you lot tin can specify whether it will be performed interactively, or the batch process will be scheduled for this.

Supported deployments

In Finance and Operations version 10.0.5, the Backup storage of ER templates feature is available just in cloud deployments.

Additional resources

Electronic reporting (ER) overview

Configure the Electronic reporting (ER) framework