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  2. Connectivity Studio
  3. Activities

Add document record fields - Internal documents
Application task

To each document record, add the data fields which values must be exchanged. For internal documents, set up the fields in line with naming in D365 F&SCM.
For internal documents, make sure the fields have the same type as in D365 F&SCM.

This topic explains how to add records to documents of these types: D365 F&SCM, Journal, or Staging.
If fields are already selected for or copied to the record, you can review and complete the setup for these fields. To do so, skip step 6.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click the Documents tab.
3. In the list, find and select the desired document of one of these types: D365 F&SCM, a journal type, or Staging.
4. Click Edit.
5. In the Records section, in the Record list, find and select the desired record.
6. On the Fields tab, click New.
7. Select a field from the D365 F&SCM table as defined in the Record table field. Usually, for internal documents, you do not change the value of the Field name field.
  In the Field name field, enter or select a value.
8. To structure the data records and fields in an internal document, use the D365 F&SCM fields. The value of this field is the field as selected in the Field name.
  In the Record table field field, enter or select a value.
9. Indicate if the field is a key field for the record.
  Select the Key field check box.
10. Indicate if the field is mandatory to be filled. If on processing the document, the field has no value and Mandatory is set to:
- Yes, an error is given, and the document is not processed.
- Warning, a warning message is given, but the document is processed.
- No, the document is processed.
  In the Mandatory field, select an option.
11. Set the field length carefully. Make sure, the number of characters is sufficient to contain the value. If you set the length too short, you will use value characters.
Usually, for internal documents, you keep the field length as defaulted from the properties of the selected field.
  In the Length field, enter a number.
12.

If you use a Custom query for the document, you can use Group by.

Group by has several types of functions:

  • Group by function: Groups records based on the value of one or more fields.
  • Aggregate functions: An aggregate is done based on all records in the group.
    • Avg: Calculates the average value of the field.
    • Min: Gets the lowest value of the field.
    • Max: Gets the highest value of the field.
    • Sum: Totals the field values.
    • Count: Counts the records in the group.
  • None: The field is ignored by the Group by function.
  In the Group By field, select an option.
 

Note:

This field is available only if for the:

  • Document, on the header, the Query type is 'Custom'.
  • Document record, in the Line details, Group by is set to 'Yes'.
Related to Notes

Set up D365 F&SCM document

 		 

Set up journal document

 		 

Set up Staging document

 		 

See also

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