You have several options to manage the document record field setup for internal documents.
You can:
Name | Responsible | Description |
---|---|---|
Define field sequence |
Application Consultant |
The sequence, in which you set up the fields for the record, defines the sequence in which the related data is exchanged. If required, you can change the sequence of the fields. |
View where-used |
Application Consultant |
Sometimes, if you want to clean-up your document setup, you cannot delete an element. In such a case, you can view where the element is used in the connectivity setup. You can do so for a:
|
Clean up unused fields |
Application Consultant |
If the document is linked to a message, you can clean up the fields. All fields that are not used in the message mapping are shown on a separate page. You can decide which of the unused fields you want to delete from the document. All messages to which the document is linked are checked. Only the fields are shown as unused that are not used in any of the field mappings of the related messages. You can use this, for example, if you have initialized the record or fields and all found fields are added to the document records. |
Create related record |
Application Consultant |
You can add a record based on an existing table relation in D365 FO. You can only create a related record for:
Example: The record CustTable, has a field CustGroup. This CustGroup field is part of the table relation between the CustTable and CustGroup table. Create a related record for the CustGroup field of the CustTable record. As a result, the CustGroup record is created and added as a child record to the CustTable record. To the CustGroup record, the mandatory fields of the CustGroup table are added. |
Name | Responsible | Description |
---|---|---|
Define field sequence |
Application Consultant |
The sequence, in which you set up the fields for the record, defines the sequence in which the related data is exchanged. If required, you can change the sequence of the fields. |
View where-used |
Application Consultant |
Sometimes, if you want to clean-up your document setup, you cannot delete an element. In such a case, you can view where the element is used in the connectivity setup. You can do so for a:
|
Clean up unused fields |
Application Consultant |
If the document is linked to a message, you can clean up the fields. All fields that are not used in the message mapping are shown on a separate page. You can decide which of the unused fields you want to delete from the document. All messages to which the document is linked are checked. Only the fields are shown as unused that are not used in any of the field mappings of the related messages. You can use this, for example, if you have initialized the record or fields and all found fields are added to the document records. |
Create related record |
Application Consultant |
You can add a record based on an existing table relation in D365 FO. You can only create a related record for:
Example: The record CustTable, has a field CustGroup. This CustGroup field is part of the table relation between the CustTable and CustGroup table. Create a related record for the CustGroup field of the CustTable record. As a result, the CustGroup record is created and added as a child record to the CustTable record. To the CustGroup record, the mandatory fields of the CustGroup table are added. |
Related to | Notes |
---|---|
Manage document record field setup - Internal documents |
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