Access to G/L account data

You can create a CDS view that accesses your G/L account data on the tenant by following these steps:

  1. Open the Custom CDS Views app.
  2. Click Create and create a new CDS view with the following settings:
    • Label: GLACCOUNT

    • Name: YY1_GLACCOUNT

    • Scenario: External API

  3. Configure the CDS views as follows:
    • Data Sources: Select I_GLAccount as primary document source

    • Parameters: Leave this empty

    • Elements: Preserve or add

      • GLAccount

      • CompanyCode

      • _Text/GLAccountName

      • _Text/GLAccountLongName

      • GLAccountID

      • _Text/Language

      • GLAccountID as Calculation, using CONCAT(CONCAT(I_GLAccount.GLAccount,I_GLAccount.CompanyCode), I_GLAccount.ChartOfAccounts)

    • Element Properties: Leave all values unchanged

    • Filter:

      • I_GLAccount.AccountIsBlockedForPosting: not equal X

      • I_GLAccount.AccountIsBlockedForPlanning: not equal X

      • I_GLAccount.AccountIsBlockedForCreation: not equal X

      • I_GLAccount.AccountIsBlockedForDeletion: not equal X

    • Click Publish.

  4. Open the Custom Communication Scenario app and create a communication scenario.

    Add YY1_GLACCOUNT_CDS. Create a communication arrangement for this scenario for the Kofax AP Agility communication user.