Name | Responsible | Description | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Define record sequence and structure |
Application Consultant |
You can organize the business document records in these ways:
|
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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:
|
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Define range |
Application Consultant |
For each record, you can define the range of data that is queried for export or import. For example, you only want to export sales orders for a specific customer group. To do so, on the Range tab, add a record for the CustGroup field. For more information on how to define ranges in the Range field, refer to Advanced filtering and query syntax. |
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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.
|
Name | Responsible | Description | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Define record sequence and structure |
Application Consultant |
You can organize the business document records in these ways:
|
||||||||||||||||||||||
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:
|
||||||||||||||||||||||
Define range |
Application Consultant |
For each record, you can define the range of data that is queried for export or import. For example, you only want to export sales orders for a specific customer group. To do so, on the Range tab, add a record for the CustGroup field. For more information on how to define ranges in the Range field, refer to Advanced filtering and query syntax. |
||||||||||||||||||||||
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.
|
Related to | Notes |
---|---|
Manage document record setup - EDI documents |
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