Set up a connector of type Staging journal. Use this type to validate and approve data before it is imported into D365 FO.

A staging journal scenario consists of:

  • A message to import the data from the source into the staging journal. This message has a target document of type Staging and a target connector of type Staging journal.
  • A staging journal which is an additional table in which the data is validated and approved before the data is imported into D365 FO.
  • A message to get the approved data from the staging journal and import it into D365 FO. This message has a source document of type Staging and a source connector of type Staging journal.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click the Connectors tab.
3. Click New.
4. In the Connector field, type a value.
 

Note: You are advised to not include, in the connector name, the name of the application to which you connect. Use the Application field to define the applicable application for the connector.

5. In the Project field, enter or select a value.
6. Define the applicable application for the connector. For a staging journal connector, for example, select a 'Staging' or 'D376 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.
- You can type any existing application name, whether it is defined as project application or not. If the typed application is not defined as project application, it is automatically added to the project applications.

7. In the Connector type field, select 'Staging journal'.
8. Sub-task: Set properties.
  8.1 Define the target company for the connector.
If you want to use the active company as the target company, do not define a target company. As a result, the company from which a message is run is used as the target company.
  In the Target company field, enter or select a value.
  8.2 If the connector is used on a message to get the approved data from the staging journal and import it into D365 FO, you can limit the considered data to the current company only. So, only the staging journal records for the current company are taken from the staging journal and imported into D365 FO.
  Select Yes in the Company only field.
9. Sub-task: Select custom handler.
  9.1 Expand the Custom section.
  9.2 For a Staging journal type connector, the standard handler class is BisConnectorStagingJournal. This handler class exports data from or imports data into a staging journal.
You can use a customized handler class. To do so, extend the standard handler class.
  In the Handler field, you can enter or select a custom handler class.
10. Sub-task: Define source companies.
  10.1 Define the source companies for the connector.
You can define the source company for a connector in these ways:
- One specific source company.
- Several source companies.
- No source company: Do not define a source company if you want to use the active company as the source company. As a result, the company from which a message is run is used as the source company.
  Expand the Source companies section.
  10.2 Click New.
  10.3 In the Company accounts ID field, enter or select a value.
11. Sub-task: Set advanced options.
  11.1 Expand the Advanced options section.
  11.2 A document can have a query for which cross-company is enabled. If a user, with access to a restricted set of companies, runs a message that uses the document, the cross-company option does not work. If you have this scenario, make sure the cross-company option is enabled for the used connector. Otherwise, you can disable the cross-company option.
  Select Yes in the Cross company disabled field.
12. Close the page.

Notes

  • You can change the type of an existing connector. If you do so, also fill in the applicable fields. For more information, refer to the topic about the setup of the newly chosen connector type.
  • The environment type does not apply to a Staging journal connector.

See also

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