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:
- Open the Custom CDS Views app.
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Click
Create and create a new CDS view with the following settings:
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Label: GLACCOUNT
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Name: YY1_GLACCOUNT
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Scenario: External API
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Configure the CDS views as follows:
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Data Sources: Select I_GLAccount as primary document source
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Parameters: Leave this empty
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Elements: Preserve or add
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GLAccount
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CompanyCode
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_Text/GLAccountName
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_Text/GLAccountLongName
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GLAccountID
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_Text/Language
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GLAccountID as Calculation, using CONCAT(CONCAT(I_GLAccount.GLAccount,I_GLAccount.CompanyCode), I_GLAccount.ChartOfAccounts)
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Element Properties: Leave all values unchanged
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Filter:
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I_GLAccount.AccountIsBlockedForPosting: not equal X
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I_GLAccount.AccountIsBlockedForPlanning: not equal X
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I_GLAccount.AccountIsBlockedForCreation: not equal X
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I_GLAccount.AccountIsBlockedForDeletion: not equal X
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Click Publish.
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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.