Complete Journal
Before you can transfer data from Microsoft Dynamics 365 Business Central to your partner using COSMO EDI, it must be transferred to the EDI journal of COSMO EDI for checking and revision. After successful check and provided that the data is correct, the data from the Microsoft Dynamics 365 Business Central documents is transferred from the EDI journal.
To complete an EDI Journal, navigate to EDI Journals.
Select the journal with the transaction type that is to be filled with the partner data to be transferred.
The EDI Journals page is accessed using the Tell Me feature. Choose the 
icon, enter EDI Journals, and then select the related link.
Only the partner data that matches the Transaction Type field is transferred to the selected journal. In the example this means only the data from Microsoft Dynamics 365 Business Central with the transaction INVOIC_EXP – Export Invoices/Credit Memos.
To import the current partner data, select Home > Process > Create Proposal in the EDI journal or use the Shift+F3 shortcut.
Confirm the window that opens with OK to start importing the transfer of any existing Microsoft Dynamics 365 Business Central documents of transaction type INVOIC_EXP into the current STD journal. If you do not set any filters, all documents of all partners that have not yet been exported are inserted into the journal.
Filtering the Documents to be Retrieved
When retrieving documents from Microsoft Dynamics 365 Business Central for transfer to your partners, you can set filters and make settings that allow you to restrict the documents to be transferred.
The fields for filtering the documents to be retrieved are described in the following table.
| Field | Description |
|---|---|
| Date Automatic | If selected, the setting is used for your partner to automatically determine the time period to be filtered. Here you can, for example, set that you always want to transfer all documents of the last 7 days, per partner and transaction. For more information on the necessary setup, please refer to the section on setting up partner transactions. |
| Partner Filter | Here you can set a filter on the partners for which you want to transfer the documents. |
| Date Filter | Here you can specify a time period to which the documents to be transferred should be limited. If Date Automatic is selected, the setting of this filter is ignored. |
| Skip Already Exported | If a document has already been transferred, there is an entry for the document in the EDI protocol. If selected, the document will not be inserted into the journal again provided that there is already an entry for it in the EDI protocol. If you clear the checkbox, documents that have already been logged are also inserted into the journal again. This may become necessary quite often in individual or test cases. |
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