1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Activities

Set up document - Other journals
Application task

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.


Standard procedure

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.
 

Note: Best practice: In the document name, do not use the:
- Application: 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 FO' 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.
  8.1 Expand the Properties section.
  8.2 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.
  8.3 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.
9. Sub-task: Set custom handler.
  9.1 Expand the Custom section.
  9.2 For each journal document type, a standard handler classes is available:
- WMS journal: BisDocumentWMSJournal
- Report as finished journal: BisDocumentProdParmReportFinish
- Production picking list: BisDocumentProdPickList
- Project journal: BisDocumentProjJournal
These handle classes create the journal header and link the lines to the created header:
- BisDocumentProdParmReportFinish: In the document, only add a ProdParmReportFinished record.
- BisDocumentProjJournal: In the document, only add a ProjJournalTrans record.
These handler classes, do not create the journal header automatically:
- BisDocumentWMSJournal: In the document, add a WMSJournalTable record with a WMSJournalTrans record as a child record.
- BisDocumentProdPickList: In the document, add a ProdJournalTable record, and as desired other records as child records.
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. Close the page.
Related to Notes

Set up journal document

 		 

See also

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