Business Integration Solutions Documentation

How to: Create Document Using a Sample File

Use this task to create an external document based on a sample source document. To help you in this regard, the Business Integration Solution provides you with a wizard, using which you can easily generate an external document. This makes it much easier to support EDI messages. You can create an external document based on the following types of source documents:

  • Comma Separated File
  • XML Document
  • XML Schema
  • XML Port

To create document using a sample file:

  1. Open the documents list page and create a new External document.
  2. Click Design to open the External Document Lines page.
  3. Click Create Document from Sample File action. This will open a wizard.
  4. Select the following fields:
    Field Description

    Document Type

    This is always selected as External.

    Document No.

    Identifictaion of the external document.

    What is the type of source document?

    		 You can create an external document structure based on the following source types: - Comma Seperated File Select this option if your source document is a CSV file. - XML Document Select this option if your source document is in XML format. - XML Schema Select this option if your source document is based on an XML schema. - Dynamics NAV XML Port Select this option if your source document is based on a NAV XML port.
    1. Click Next. BAsed on the source type, you must select the following fields:
      Source Type Description

      Comma Seperated File

      		 Specify the following fields: - What is the root element fo this document? A root element encloses all the other elements and is therefore the sole parent element to all the other elements. Specify if any. - Specify the delimeter A delimiter is one or more characters that separates text strings. Choose one of teh common delimeters, namely Semicolon, Comma or Space. In case there is some other delimeter, choose the option Other. - Specify the delimeter character If the delimeter is of type Other, you can specify the delimeter character used in the CSV file. - My data has headers Select this field in case your CSV file has a header row.

      XML Document

      Select the file based on which you want to create an external document.

      XML Schema

      Select the file based on which you want to create an external document.

      Dynamics NAV XML Port

      Specify the NAV XML Port object based on which you want to create an external document.
      1. In case of a CSV file click Next to select the file based on which you want to create an external document.
      2. Click Finish to generate the external document structure.

      Based on the source file a valid XML structure is visible in the External Document Lines page. You can also make changes to it.