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 FO.
For internal documents, make sure the fields have the same type as in D365 FO.
| 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 FO, 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 FO 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 FO 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. |
| Related to | Notes |
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Set up D365 FO document |
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Set up journal document |
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Set up Staging document |