Receipts and Distributions Report with XML Export (v6.0)

Modified on Thu, 30 Nov 2023 at 12:50 PM

 

 

 

Receipts and Distributions Report with XML Export

 

 

Purpose of this document

 

This explains how to generate an XML file of the Distribution Pounds by County Report in Ceres for upload to HungerNet.

 

Ceres Object release 6.00.00 is required for the functionality described in this document.


 

 

TABLE OF CONTENTS


 

 
 

Receipts and Distributions Report

 

  1. Receipts & Distributions Report can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Receipts & Distributions Report in “Tell me what you want to do” then selecting “Receipts & Distributions Report” from the results in the Go to Reports and Analysis section OR by selecting the “Receipts & Distributions Report” menu action (if present) from your Role Center home page.

 

 

  1. If the Export XML option is toggled off:
  1. The report can be run for any Date Filter.
  2. The XML file will not be created.

 

 

 

  1. If the Export XML option is toggled on:
  1. The report can only be run for a Date Filter that spans a complete Month or Quarter depending upon which Report Type has been selected.
  2. The Report Type “Monthly” or “Quarterly” must be selected and match the period covered by the Date Filter.
  3. The Period Number must be specified and match the Report Type selected and the period covered by Date Filter.
  4. The XML file will be created in the location specified in the Temp Path field for the user as specified in the User Setup Table. (Once saved it is recommended to move the report to a location on your network so that more than just the person creating the export can access the file).

 

  

  1. The XML file will be named by the process as follows:

“receiptsDistribution + Member ID + Begin Date Filter + End Date Filter.xml


Example:


 

  1. Amounts on both the Report and XML Export are now rounded to the nearest whole number.

 

 





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