This is supported in cloud and on-premises deployments. To use Business document management for editing templates in Excel or Word formats by using Microsoft Office desktop applications, you must have Microsoft Office 2010 or later installed. If this feature is critical to your on-premises deployment, let us know by providing feedback on the Ideas site.

Supported deploymentsĬurrently, the Business document management feature is implemented only for cloud deployments. Business document management cannot be used to modify already generated business documents.

While a template has been modified and a new version of it has been published, this version is used to generate required business documents. No knowledge of the ER framework is required to update templates of business documents.īe aware that Business document management allows you to modify templates that are used to produce business documents such as orders, invoices, etc. Edits to the documents might include changing business document designs and adding placeholders for additional data without source code changes and new deployments. Business users can use this framework to manage required business documents.īusiness document management is built on top of the ER framework and enables business users to edit business document templates by using Microsoft 365 service or appropriate Microsoft Office desktop application. This is represented by an ER format configuration that can contain templates you can use to generate different outbound documents. Each configured format can be published as part of an ER solution to generate specific outbound documents. The templates are populated with required data in accordance to configured dataflow while required documents are generated. The ER framework generates outbound documents in Microsoft Office formats (Excel workbooks or Word documents) by using predefined templates. Users can also define the dataflow to specify what application data is placed in generated documents. Business users use the Electronic reporting (ER) framework to configure formats for outbound documents in accordance with the legal requirements of various countries/regions.

Invoice word document