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Inquiry page · Tax

Electronic message items

A page that shows all electronic message items, the records included in a message, with a log of the actions run for each item.

Used by
Accounts payable clerk, Collections manager, Accounts receivable clerk and 7 more roles
Business process
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Menu item
ElectronicMessageItems
Main table
ElectronicMessageItems
Data entity
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Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA page that shows all electronic message items, the records included in a message, with a log of the actions run for each item.
What you do hereUsed when working at the data collection or message item level, for example to run processing, generate a report or update item statuses.
Example—
Electronic message items page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathTax › Inquiries and reports › Electronic messages › Electronic message items
Set up firstPopulate records actions Microsoft Learn ↗
Used next by—
Related pagesElectronic messages Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Tax > Inquiries and reports > Electronic messages > Electronic message items.
  2. On the Action Pane, select Run processing.
  3. To run only one action, set Choose action to Yes and select the action; to run the whole processing, leave it set to No.
  4. Select OK.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Message itemThe item ID, numbered from the Message item number sequence in General ledger parameters.Microsoft Learn ↗——
Message item typeThe type of record, such as incoming or outgoing invoices.Microsoft Learn ↗——
Message item statusThe current status of the item, such as Populated, Evaluated, Reported or Excluded.Microsoft Learn ↗——
Transmission dateWhen the item was sent, for processing that sends reports outside the system.Microsoft Learn ↗——
Document numberThe document number, set from the populate records action.Microsoft Learn ↗——
Account numberThe customer or vendor account, or another value set by the populate records action.Microsoft Learn ↗——
Next actionThe actions that can run next for the item's current status.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per company—
Can it be undone—
Feature or country—
If you change it laterA status update can't easily be undone, because it is hard to see afterwards which items were changed, so check the selection criteria first. Microsoft Learn ↗

Technical architect

6Technical

Menu itemElectronicMessageItems Checked in Dynamics 365
FormElectronicMessageItems Checked in Dynamics 365
TableElectronicMessageItemsShown as “Electronic message items” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain electronic messages ElectronicMessageMaintainOperate electronic messages ElectronicMessageOperateView electronic messages ElectronicMessageViewDutiesOperate electronic messages ElectronicMessageOperateMaintain sales tax transactions TaxSalesTaxTransactionsMaintainInquire into sales tax transaction status TaxSalesTaxTransactionStatusInquire
10 security rolesCollections manager CollectionLetterCollectionsManagerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerElectronic messages operator ElectronicMessageOperatorTax accountant FBTaxAccountant_BRAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorSales manager TradeSalesManagerAccounts payable clerk VendInvoiceAccountsPayableClerk
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=ElectronicMessageItems
Integrate with—
Table definition—

Everyone

8Sources and checks