Set up document - Other journals

Connectivity Studio provides you with several other journal-related document types:  

• WMS journal
  Use a WMS journal document to import data into a WMS journal. You can, for example, import or post a packing slip for a purchase order or an item arrival.

• Report as finished journal
  Use a Report as finished journal document to import data into the Report as finished journal to report production orders as finished.

• Production picking list
  Use a Production picking list document to create a production order picking list and post it.

• Project journal
  Use a Project journal document to import project data into the project journals. You can, for example, import hours or expenses.

Steps

1. Click Connectivity studio - Integration Design.

2. Click the Documents tab.

3. Click New.

4. Define a meaningful name for the document.
   Example: If the document is used for a sales integration, you can use names like 'Sales - Order' or 'Sales - Invoice'.
   In the Document field, type a value.

   Best practice

   In the document name, do not use the:

   • Application name: Use the Application field to define the applicable application.

   • Document type: Use the Document type field to define the applicable document type.

5. In the Project field, enter or select a value.

6. Define the applicable application for the document. For a journal document, for example, select a ‘D365 F&SCM’ application.

   In the Application field, enter or select a value.

   Note

   You can only select an application that is defined for the applicable project. You can define project applications on the Projects page.

7. Select one of the journal-related document types:

   • WMS journal

   • Report as finished journal

   • Production picking list

   • Project journal

   In the Document types field, select an option.

8. Sub-task: Set properties.

   1. Expand the Properties section.

   2. Enter the journal name that defines the desired journal type.
      Based on the document type and journal name, the journal header is created.

      In the Name field, enter or select a value.

      Note

      You can only select journal names that are related to the selected document type.

   3. You can automatically post the journal when the import is finished.

      Select Yes in the Post journals field.

      Note

      • When testing the document and message, you are advised to set this field to No. So, you can review the imported data before the journal is posted.

      • For the Report as finished journal, these tables are used to post: ProdJournalTable and ProdJournalRoute.

9. Sub-task: Set custom handler.

   1. Expand the Custom section.

   2. For each journal document type, a standard handler class is available.
      You can use a customized handler class. To do so, extend a standard handler class.

      In the Handler field, enter or select the desired handler class.

10. Sub-task: Set advanced features.

    1. Expand the Advanced section.

    2. Select the desired query type:

       • Standard: To select the data, only one D365 F&SCM query is created for the document.

       • Custom: To select the data, a separate query is created for each document record.

       The Custom query feature offers an alternative approach to data retrieval. Unlike the standard query, with the Custom query, you can:

       • Join data across different companies.

       • Control queries more precisely with the Group by function.

       • Limit the selection to the first record only for complex queries.

       • Use fields from ancestor records in record relations.

       In the Query type field, select an option.

       Note

       Try to use the standard query unless the standard query does not give the desired results. So, only use the custom query if required to get a specific query result.

11. Close the page.