Connectivity Studio

Automatic posting of Route card journals now supported in ‘Report as finished journal’ document type

Connectivity Studio now supports automatic posting of Route card journals when using the Report as finished journal document type. Previously, when the Post journals toggle was set to “Yes” in the document header, the journal was created but not posted. This happened because the system expected the ProdParmReportFinished table, which lacks necessary route-specific data.

The solution now supports posting based on actual production activity by using ProdJournalTable and ProdJournalRoute as target records. This ensures that route card journals created during message execution are automatically posted without user action.

This is especially useful in automated production reporting scenarios where downstream processes depend on completed route entries.

Key Highlights:

  • Document type: Report as finished journal
  • Posting enabled via: Post journals = Yes
  • Supported tables: ProdJournalTable, ProdJournalRoute
  • Applies when not using ProdParmReportFinished, which may lack required data in some integrations
  • No extra setup needed if the journal structure and target records are already configured

Support for automatic recalculation of budget fields during CS message execution

Connectivity Studio now triggers default Dynamics 365 field methods during message execution. This enables automatic calculation of key budget fields, such as Original Budget on project budget lines.

Previously, when inserting ProjBudgetLine records via CS messages, the Original Budget stayed at zero, even with valid Cost Price values. This differed from manual entry, which uses system logic (e.g., close() on ProjBudgetLineDetail) to update values. The enhancement applies the same logic automatically during message execution.

This helps maintain financial accuracy when importing budget structures programmatically.

Key Highlights:

  • Affects: ProjBudgetLine entity
  • Functional area: Project budgeting integrations via CS
  • Automatically triggers budget logic (e.g., OriginalBudget = sum(CostPrice))
  • No manual recalculation needed after import
  • Ensures consistency between manual and automated data input

Data Migration Accelerator: Improvements

Key Highlights

This update improves usability and automation for large-scale data migrations. Enhancements simplify field mapping, validation, and paging, while reducing manual effort and import errors.

Improvements Introduced

  • Field Mapping Insights

    A new feature shows source field mapping status. You can check whether a source field is:

    • Mapped
    • Not mapped
    • Skipped

    This eliminates the need to query source structures manually, especially in complex or customized setups.

  • Mandatory Reference Field Validation

    You can now make external reference fields mandatory. The import process validates their presence and shows an error if missing, improving data integrity.

  • AX 2012 SQL Database Access

    The accelerator can now query legacy AX 2012 databases. You can build query views inside the AX 2012 database for use during migration.

  • Implementation and Development Status Tracking

    New metadata fields—Implementation status and Development status—track each record’s stage and readiness, supporting testing and planning.

  • Improved Record Counting for Paging

    Paging now respects range filters on child records. The system avoids incorrect page counts by supporting:

    • exists and not exists logic
    • Replaced SQL COUNT with more accurate range checks
  • Enhanced Synchronization Logic

    ODBC documents are now supported in the sync type, alongside D365FO.

    You can now sync only changed records using a datetime field. This improves performance in recurring loads.

  • Metadata Enrichment

    A new field, CreatedByCompany, was added to external references. This improves data traceability and reporting across legal entities.

EDI

Customer Receipt Calendar Validation on Requested Receipt Date

A new EDI staging rule checks that the requested receipt date on the sales header is a working day per the customer’s receipt calendar. If a calendar is assigned, the system verifies that the requested date is valid. This prevents orders from being scheduled on closed days.

STAEDEAN Accelerator – Published New EDI Messages

The STAEDEAN Accelerator library now includes new EDI messages, accessible via the BisProject_TutorialEDI resource. Key additions:

  • Sales – Confirmation to XML
  • Sales – Delivery to XML
  • Sales – EDI Order to Order
  • Sales – Invoice to XML
  • Sales – XML Order to Order
  • Sales – XML to EDI Order

These are part of a broader update to Order-to-Cash EDI flows.

Additional updates include:

  • Standard messages (810, 850, 855, 856) are now included in the tutorial resource
  • See internal path: EDI Internal Workshops – Templates for updated message definitions
  • Use the “Import standard EDI tutorials from resource” action to load the latest messages
  • This ensures all standard order, shipment, and invoice messages are ready for both internal and customer use


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