For external documents, on the record setup, on the line details, you define the:
In the message field mapping, you can link an external ID to a record ID in D365 FO. Together with the external ID, you can also link an external revision number to a record ID.
Usually, you use the External reference option on a field mapping where the source field (export) or target field (import) is the RecID.
To link an external reference and revision, on the Message page, in the Mapping section, on the Mapping tab, on the Field options tab:
Note:
You can only link:Applications are used to store the external IDs and external revision numbers that are used in the external application. You can link an external ID to a record ID in D365 FO. Together with the external ID, you can also link an external revision number to a record ID. The application, as defined for the applicable connector, is used to store the link between the reference table and record ID in D365 FO and the external ID and revision number.
Note:
The External references table is not a shared table. By default, external references are stored in the company in which these are created. So, the external references are only available and applied if a message is run in that company. If an external reference is related to a shared table, you can choose to store these in the shared company 'DAT'. So, the external references become available for all companies in your D365 FO environment. You can indicate to store external references of shared tables in the 'DAT' company per application. If you want to apply shared external references in message mapping, make sure the applicable application is used in the connector setup.
If you:
Related to | Notes |
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Set up applications |
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Apply external reference (Field option) |
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Add document records - XML |
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Add document records - JSON |
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Add document records - Text |
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Add document records - Fixed text |
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Add document records - EDI |
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Add document records - Microsoft Excel |
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Add document records - Microsoft Word |
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Add document records - ODBC |
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