Add document record fields

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.

Standard procedure

1.	Click Connectivity studio Integration Design.
2.	Click the Documents tab.
3.	In the list, find and select the desired EDI document.
4.	Click Edit.
5.	In the Records section, in the Record list, find and select the desired record.
6.	On the Fields tab, click New.
7.	As a field name, enter a free-definable name. Usually, this is the name used in the external file.
	In the Field name field, type a value.
	Note: The value of this field cannot have spaces.
8.	As a record table, enter a free-definable name. Usually, this is the name used in the external file. The value, as entered in the Field name field, is the default value. You can change this value.
	In the Record table field field, type a value.
	Note: The value of this field cannot have spaces.
9.	Indicate if the field is a key field for the record.
	Select the Key field check box.
10.	Indicate if the field is mandatory to be filled. If on processing the document, the field has no value and Mandatory is set to: - Yes, an error is given, and the document is not processed. - Warning, a warning message is given, but the document is processed. - No, the document is processed.
	In the Mandatory field, select an option.
11.	Set the field length carefully. Make sure, the number of characters is sufficient to contain the value. If you set the length too short, you will use value characters.
	In the Length field, enter a number.
12.	If you use a composite data element in a segment, you can add a specific segment tag to it. If you do so, add the segment tag to the first field of the composite data element.
	In the Segment tag field, type a value.
13.	For each document record field, you can define a qualifier. A common segment for which qualifiers are used is the address (NAD) segment. You can have different addresses in the same segment, for example, delivery address and invoice address. Use qualifiers to distinguish these addresses in the EDI file. In the qualifier field, select the applicable qualifier. You can only use qualifiers as defined for the EDI type of the document.
	In the Qualifier field, enter or select a value.
	Note: You must also indicate which qualifier value is applicable for the field. To do so, on the Ranges tab create a range for the current field and select the applicable qualifier. Example: Use the 3035 (party function code) qualifier for the NAD (name and address) segment with these values: - DP; Delivery party; Party to which goods must be delivered. - IV; Invoicee; Party to which an invoice is issued.
14.	Select this check box for the first field of a segment to indicate the start of the segment. Usually, this is the first field of a record. As a result, the segment name is added to the line before the data element for the field. The record name is used as the segment name. For example: NAD, BGM, or DTM.
	Select the Start segment check box.
15.	Select this check box for the last field of a segment. Usually, this is the last field of a record. After this field, the defined segment terminator is applied. Note: if the line ends with one of the separators, this separator is replaced with the segment terminator.
	Select the End segment check box.
16.	Select this check box to indicate that the field starts a data element. Before the field, the defined data element separator is applied.
	Select the Data element check box.
17.	Select this check box to indicate that the field is part of a composite data element and must be grouped together with the previous data element. Before the field, the defined composite data element separator is applied.
	Select the Sub-element check box.
18.	Sub-task: Set external references for record.
18.1	In the Line details section, set the external references for the record. You can indicate which of the records fields contains the unique ID of the record in the external database. In this way, you link the external ID to the record ID.
	In the External reference field, enter or select a value.
	Note: Usually, you only use this for an ODBC connection with CRM or if you use web services.
18.2	You can indicate which of the records fields contains the revision of the record in the external database. In this way, you find and link the latest revision to the record ID.
	In the Revision field field, enter or select a value.
	Note: You can only use this field in combination with the External reference field.
19.	Close the page.

Add document record fields - EDI Application task

Standard procedure

Add document record fields - EDI
Application task