EDI Core
EDI Core - Setup document types - Staging metadata
EDI Core - Setup document types - Staging metadata
Users can access the form by navigating to EDI > Setup > Document types.
The field labels that are available as standard in D365 often need to be updated or extended in order to display meaningful information. Using the staging metadata fast tab, it is possible to update both the display name and the help text available for a specific field within the document templates form.
The Staging metadata fast tab displays all the available fields for the Document type and their current details.
Note: Use the Toggle button to filter based on header or lines fields
| Field | Description |
|---|---|
| Field name | System field name (not editable) |
| Field label | The field label provided standard. Unless overridden via the display name field this will be the label displayed throughout the implementation (not editable) |
| Field type | System field type (not editable) |
| Field length | System field length (not editable) |
| Mandatory | System mandatory indicator (not editable) |
| Display name | An override to the standard field label. If set, this will be seen throughout the environment in place of the standard field label. |
| Help | The help text provided standard. Unless overridden via the display description field this will be the label displayed throughout the implementation (not editable) |
| Display description | An override to the standard help text. If set, this will be seen throughout the environment in place of the standard help text. |
| Notes | User defined notes if required |
As setting these fields via the grid may be time consuming, a bulk update function has been provided.
Note: Use the Toggle button to filter based on header or lines fields