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Setup page · Tax

Message item types

A setup page for message item types, which identify the types of records used in electronic messages.

Used by
Accounts payable clerk, Collections manager, Accounts receivable clerk and 6 more roles
Business process
Report tax and financial data to authorities in Dynamics 365 Finance
Menu item
EMItemType
Main table
EMItemType
Data entity
—
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for message item types, which identify the types of records used in electronic messages.
What you do hereUsed to define record types, such as incoming and outgoing invoices, that message items and populate records actions use.
Example—
Message item types 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 processRecord financial transactions › Record tax commitments › Report tax and financial data to authorities in Dynamics 365 Finance
Menu pathTax › Setup › Electronic messages › Message item types
Set up first—
Used next byPopulate records actions Microsoft Learn ↗
Related pagesMessage item statuses Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Message item types1 screen

Used to define record types, such as incoming and outgoing invoices, that message items and populate records actions use.

  1. Screen 1

    Create the message item type

    Go to Tax > Setup > Electronic messages > Message item types

    1. Select New
    2. Enter the Message item type and Description
    3. Select Save
    1Message item typeBEAT-INV
    DescriptionAtlas demo sales invoice
    Create the message item type (zoomed on the outlined fields)
    Show the full screenCreate the message item type
    page title tab to open what to set or check

Microsoft's steps

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Field guide

FieldWhat it meansWorked exampleTable column
Message item type—BEAT-INV—
Description—Atlas demo sales invoice—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Message item types——

Solution architect

5Design impact

Shared or per company—
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemEMItemType Checked in Dynamics 365
FormEMItemType Checked in Dynamics 365
TableEMItemTypeShown as “Electronic message item types” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain electronic messages ElectronicMessageMaintainView electronic messages ElectronicMessageViewDutiesMaintain sales tax transactions TaxSalesTaxTransactionsMaintainInquire into sales tax transaction status TaxSalesTaxTransactionStatusInquire
9 security rolesCollections manager CollectionLetterCollectionsManagerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerTax 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=EMItemType
Integrate with—
Table definition—

Everyone

8Sources and checks