Use an EDI document to read data from or write data to a file if you use EDIFACT or ANSI X12 for your EDI. The data in the file is structured in line with these standards.
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Set up EDI type and qualifiers |
Application Consultant |
You can use an EDI type to indicate which EDI standard is used. For example, EDIFACT or ANSI X12. This is used for informational purposes only. For each EDI type, you can set up qualifiers for an EDI segment. |
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Set up document - EDI |
Application Consultant |
Use an EDI document to read data from or write data to a file if you use an EDI standard for your EDI. For example: EDIFACT or ANSI X12. The data in the file is structured in line with these standards. Note: If you do not use an EDI standard, you can use other EDI document types for EDI. For example: JSON, XML, or Text. |
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Add document records - EDI |
Application Consultant |
To each document, add the data records to be exchanged. For external file-based documents, set up the records in line with how the data is structured and named in the file. This topic explains how to add records to an EDI document. |
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Manage document record setup - EDI documents |
Application Consultant |
You have several options to manage the document record setup for EDI documents. You can:
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Copy fields |
Application Consultant |
You can copy fields from a record of another document. You can use this, for example, to save setup time if you use a specific record in several documents. You can only copy fields:
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Select fields |
Application Consultant |
You can add a selection of table fields to a record. You can select fields from the D365 FO table that is defined in the Record table field. This is mainly applicable to internal documents. However, you can also use this to quickly set up fields for external file-based documents. When the field selection is added to the record, review and complete the properties of the added fields. |
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Add document record fields - EDI |
Application Consultant |
To each document record, add the data fields which values must be exchanged. For external file-based documents, set up the fields in line with naming in the file. For EDI documents, fields are always of type string, to enable type conversions. This topic explains how to add record fields to an EDI document. If fields are already initialized for, selected for, or copied to the record, you can review and complete the setup for these fields. To do so, skip step 6. |
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Manage document record field setup |
Application Consultant |
You have several options to manage the document record field setup for internal documents. You can:
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Validate connectivity setup |
Application Consultant |
If you open a form or save (changes to) the setup of a key element in Connectivity studio, the setup is validated automatically. If errors are found in the setup, an error icon is shown. You can click the icon to show the related error messages. You can also manually start an automated test to check for errors in the setup. As a result, the found errors are shown. Also, the error icons are shown where applicable.
When errors are found, you can try to fix these errors automatically.
You can check and auto-fix errors for these key elements in Connectivity studio:
In this flow, in the activity steps, as an example, the validation is done for documents.
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