Setup step on the Message item types page · Tax

Set up Message item types

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

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 is	A setup page for message item types, which identify the types of records used in electronic messages.
What you do here	Used 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 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 item types
Set up first	—
Used next by	Populate records actions Microsoft Learn ↗
Related pages	Message item statuses Microsoft Learn ↗
In this process	← Set up Compression of Intrastat · Set up Message item statuses →

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.

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 type BEAT-INV
Description Atlas demo sales invoice
Show the full screen
page title tab to open what to set or check

1Message item type	BEAT-INV
Description	Atlas demo sales invoice

Microsoft's steps

—

Field guide

Field	What it means	Worked example	Table column
Message item type	—	BEAT-INV	—
Description	—	Atlas demo sales invoice	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · 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 item	`EMItemType` Checked in Dynamics 365
Form	`EMItemType` Checked in Dynamics 365
Table	`EMItemType`Shown as “Electronic message item types” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain electronic messages `ElectronicMessageMaintain`View electronic messages `ElectronicMessageView`DutiesMaintain sales tax transactions `TaxSalesTaxTransactionsMaintain`Inquire into sales tax transaction status `TaxSalesTaxTransactionStatusInquire` 9 security roles Collections manager `CollectionLetterCollectionsManager`Accounts receivable clerk `CustInvoiceAccountsReceivableClerk`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Tax accountant `FBTaxAccountant_BR`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Sales manager `TradeSalesManager`Accounts payable clerk `VendInvoiceAccountsPayableClerk` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=EMItemType`
Integrate with	—
Table definition	—