Pacejet

D365 Finance and Operations Custom Data Configuration



Overview

Custom Data enables users to send additional data fields from an ERP system to Pacejet that are not included in the standard integration. In Finance and Operations (F&O), these are available at the Transaction level, Item (Product) level and Package level (if packing in F&O and sending packed containers to Pacejet).

Setting up Custom Data fields from F&O involves three main steps:

  1. Identifying fields to be Added to Integration - Locate existing custom fields or create new custom fields in F&O that you plan to import into Pacejet.
    Note: This article does not cover the creation of custom fields in F&O. Please consult your F&O administrator for assistance.

  2. Setting up the Pacejet Parameters in F&O - Configure the required settings in F&O using the Parameters page of the Pacejet Module.

  3. Setting Up Custom Data Configuration in Pacejet - Define the Custom Data within Pacejet.

After these steps are completed, you can use the Custom Data in Shipment Rules, paperwork and other tools within Pacejet. (See the section below on Using Custom Data in Pacejet.)


Identifying Fields to be Added to Integration

You will need the F&O TableName and Field (Column) Name of the Custom Data field you plan to pass to Pacejet.


Setting Up the Pacejet Parameters in F&O

The custom data field you plan to pass from F&O to Pacejet must be added to the Pacejet Parameters of the Pacejet Module in F&O.

  1. Pacejet Integration Module > Setup > Parameters > Custom Data


  2. From the Custom Data tab and click the plus sign icon to add your field(s).

    1. Name: Create a name to represent the custom data field data.
      Notes: This is not specific to anything in F&O. It will be used to create the field in Pacejet. Avoid using special characters and spaces.

    2. Source: The level your data is being sourced from.
      Is it an item (product) level custom field, a transactional (shipment) level field or a package level field?

    3. Field: Enter the table name and field (column) name separated by a period TableName.FieldName. i.e., SalesLine.itemID


Notable Information: Fields

  • Custom fields must be in one of the available tables listed on the Pacejet Parameters Custom Data page.

    • Custom data must be stored in the table. A calculated field in any of these tables would not be accessible data with the Pacejet integration.

  • Please contact your F&O technical administrator with any questions regarding field and table names within F&O. Pacejet is not able to advise on, or assist with, locating field IDs in your ERP system.


Setting Up Custom Data Configuration in Pacejet

After the Custom Data Field is created in F&O and added to the Pacejet Parameters as shown in the previous section, it must be added to your Pacejet Portal’s Custom Data Configuration table.

  1. From the main menu, click Tools.

  2. Hover over Custom Data, and then click Custom Data Configuration.

  3. Click the + icon to configure a new Custom Data field.

    1. Source: The level your data is being sourced from.
      Is it a product level custom field (item color, item dimension, etc.) or a shipment level custom field (salesperson, order number, etc.).

    2. Name: The Name you gave the field on the Custom Data Mapping Table in the Pacejet Parameters of F&O.

    3. Alternate Name: Optional alternate name if needed.

    4. Type: Identify the type of data in the field that is passing to Pacejet.

Confirming the Setup

To confirm that the Custom Data fields are set up correctly:

  1. Send a new transaction from F&O to Pacejet.

  2. Check the API log or check the Custom Data page in Pacejet to verify that the values were imported with the new shipment.

  3. To review the imported Custom Data page in Pacejet, follow the steps below:

  4. In Pacejet, from the main menu, click Tools, Custom Data, and then click Custom Data.

  5. Enter the Transaction number into Search Bar and press Enter.
    Values for Custom Data fields included on this particular shipment be displayed.

Example: For a shipment where custbody10 = "Firstname Lastname", you will see this value in the results.:


Using Custom Data in Pacejet

After you set up Custom Data in F&O and in Pacejet you can use this data in various way. Below are some examples:


Shipping Rules

Shipment rules using the new Custom Data field.


Self Service Paperwork

Custom data can be included in your own paperwork templates.
Example: Editing a template to include a custom field in the Paperwork Editor.


EDI Integrations

For EDI partners accessing data from Pacejet’s API, Custom Data from an ERP can be passed through Pacejet to these EDI partners.