Setup step on the Electronic message processing page · Tax

Set up Electronic message processing

Used to add actions and additional fields to a processing, decide which actions run separately, and limit the processing to security roles.

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: ElectronicMessageProcessing
Main table: ElectronicMessageProcessing
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 electronic message processing, which groups the actions to run for an electronic message.
What you do here	Used to add actions and additional fields to a processing, decide which actions run separately, and limit the processing to security roles.
Example	For example, a user starts report generation, and the same sequence then sends the report to a web service and records the response.

Electronic message processing 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 › Electronic message processing
Set up first	Message processing actions Microsoft Learn ↗Additional fields Microsoft Learn ↗
Used next by	Electronic messages Microsoft Learn ↗
Related pages	—
In this process	← Set up Message processing actions

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Electronic message processing1 screen

Used to add actions and additional fields to a processing, decide which actions run separately, and limit the processing to security roles.

Screen 1
Create the electronic message processing
Go to Tax > Setup > Electronic messages > Electronic message processing
1. Select New, and enter the Processing and Name
2. On the Action section, select Add and select the Action, then set Run separately
3. On Message additional fields, select Add and select the Field name
4. Select Save
1Processing BEAT-SALES
3Field name BEAT-PERIOD
Action BEAT-CREATE (Run separately: No)
Show the full screen
page title tab to open what to set or check

1Processing	BEAT-SALES
3Field name	BEAT-PERIOD
Action	BEAT-CREATE (Run separately: No)

Microsoft's steps

Go to Tax > Setup > Electronic messages > Electronic message processing.
Add a record for the processing.
On the Action FastTab, add the actions defined earlier and set Run separately for each.
Add the additional fields on the Message additional fields and Message item additional fields FastTabs.
Optionally, on the Security roles FastTab, limit the processing to specific roles.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Run separately	Yes means the action is started only by a user; No means the processing starts it for items in its initial status.Microsoft Learn ↗	—	—
Inseparable sequence	Groups actions that must always run together in one sequence.Microsoft Learn ↗	—	—
Use parameters	Runs an export action with the saved input parameters, so it can run in batch.Microsoft Learn ↗	—	—
Message item additional fields	Additional fields for message items, by message item type, with optional defaults.Microsoft Learn ↗	—	—
Message additional fields	Additional fields for messages, with optional defaults.Microsoft Learn ↗	—	—
Security roles	The roles that can see and use this processing.Microsoft Learn ↗	—	—
Batch	Runs the processing in batch.Microsoft Learn ↗	—	—
Processing	—	BEAT-SALES	—
Action	—	BEAT-CREATE (Run separately: No)	—
Field name	—	BEAT-PERIOD	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Electronic message processing	—	—

Solution architect

5Design impact

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	Users with a given role see only the processing set up for that role. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`ElectronicMessageProcessing` Checked in Dynamics 365
Form	`ElectronicMessageProcessing` Checked in Dynamics 365
Table	`ElectronicMessageProcessing`Shown as “Electronic message processing” 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, Edit, ShareChecked in Dynamics 365

Developer

7Developer

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