Setup page · Tax
Message processing actions
A setup page for message processing actions, the actions used in electronic message processing, with their parameters.
- 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
ElectronicMessageAction- Main table
EMAction- Data entity
- —
- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | A setup page for message processing actions, the actions used in electronic message processing, with their parameters. |
|---|---|
| What you do here | Used to set each action's type, its format or class, and the initial and result statuses that link actions together. |
| Example | For example, a Generate report action of the Electronic reporting export type runs on messages in the Prepared status and sets them to Generated. |
Functional consultant · Solution architect
2Where it fits
| Business process | Record financial transactions › Record tax commitments › Report tax and financial data to authorities in Dynamics 365 Finance |
|---|---|
| Menu path | Tax › Setup › Electronic messages › Message processing actions |
| Set up first | Message statuses Microsoft Learn ↗Populate records actions Microsoft Learn ↗Executable class settings Microsoft Learn ↗Web service settings Microsoft Learn ↗ |
| Used next by | Electronic message processing Microsoft Learn ↗ |
| Related pages | — |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Message processing actions1 screen
Used to set each action's type, its format or class, and the initial and result statuses that link actions together.
Screen 1
Create the message processing action
Go to Tax > Setup > Electronic messages > Message processing actions
- Select New, and enter the Action and Description
- On the General section, set Action type to Create message
- On Result statuses, select Add and select the Message status
- Select Save
1Action BEAT-CREATE 2Action type Create message 3Message status BEAT-NEW 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
- Go to Tax > Setup > Electronic messages > Message processing actions.
- Create an action named Create message with the Create message action type.
- Create an action of the Message level user processing type, with an initial status and a result status.
- Create a Generate report action of the Electronic reporting export type, and select the format in the Format mapping field.
- On the Initial statuses and Result statuses FastTabs, select the statuses the action starts from and ends in.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Action type | The type of action, such as Create message, Populate records, Electronic reporting export or Web service.Microsoft Learn ↗ | Create message | — |
| Format mapping | The Electronic reporting format the action runs.Microsoft Learn ↗ | — | — |
| Message item type | The type of records the action runs for; blank means all types in the processing.Microsoft Learn ↗ | — | — |
| Executable class | An executable class setting the action calls.Microsoft Learn ↗ | — | — |
| Populate records action | The populate records action used by a Populate records action.Microsoft Learn ↗ | — | — |
| Web service | The web service used by a Web service action.Microsoft Learn ↗ | — | — |
| Number of message items per export | The most message items allowed in one exported file.Microsoft Learn ↗ | — | — |
| Action | — | BEAT-CREATE | — |
| Message status | — | BEAT-NEW | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Message processing actions | — | — |
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | ElectronicMessageAction Checked in Dynamics 365 |
|---|---|
| Form | ElectronicMessageAction Checked in Dynamics 365 |
| Table | EMActionShown as “Messages action” in Record infoChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesMaintain electronic messages ElectronicMessageMaintainView electronic messages ElectronicMessageViewDutiesMaintain sales tax transactions TaxSalesTaxTransactionsMaintainInquire into sales tax transaction status TaxSalesTaxTransactionStatusInquire9 security rolesCollections managerCollectionLetterCollectionsManagerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerTax accountant FBTaxAccountant_BRAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorSales manager TradeSalesManagerAccounts payable clerk VendInvoiceAccountsPayableClerk |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=ElectronicMessageAction |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/general-ledger/electronic-messaging-setup
- learn.microsoft.com/dynamics365/finance/general-ledger/electronic-messaging-example
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.