Set up documents

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Use documents to define which data you want to exchange and in which format and structure.

Each document is set up with the same basic structure. A document has a:

  • Header
    In the document header, you define the general format settings in:

    • Properties

    • Custom handler

    • Read settings

    • Write settings

    • Record layout settings

  • Line
    In the document lines, you define the data model in:

    • Records

    • Fields

    • Relations

    • Sorting

    • Ranges 

When a document is used in a message run or when you test it, based on the document setup, a query is created that reads the data.

Document types

The available document types are explained, grouped by common format and purpose characteristics:

  • External documents - File based: Used to read data from or write data to files.

  • External documents - ODBC: Used to read or write data using a Database connection.

  • Internal documents: Used to read data from or write data to D365 F&SCM.

Using documents in message

 Use a message to link and map a source document and a target document. A message to:  

  • Read data from D365 F&SCM has an internal type document as source and an external type document as target.

  • Write data to D365 F&SCM has an external type document as source and an internal type document as target.

Flow diagram