The prerequisite for importing incoming documents is a process in which a record is created in the ERP system and a corresponding document is saved in the ECM system in parallel.
You have three options for importing incoming documents:
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You can automatically transfer the data of the record from the ERP system to the ECM system in order to keyword the document.
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You can automatically attach the document saved in the ECM system to the record in the ERP system.
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You can combine options 1. and 2.
In the field mappings, you can use Import to select which ECM destination properties are used during import to identify the ERP record associated with the document.
After configuring a process type with the Import incoming documents from ECM system action, an endpoint is provided. You can now configure the ECM system so that the ECM ID of the document is sent to the endpoint each time a document is archived. Based on the fields marked with Import from the field mapping, edoc archive service now extracts the corresponding ECM destination property from the document and uses the property to search for the record from the ERP table.
Two scenarios can occur in daily work:
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The record was found: in this case, the action you selected in the process type under Select actions when importing is performed.
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The record was not found: if a record has not yet been found, this may be because the record has not yet been created, for example. In this case, the process receives the status To be clarified and is automatically restarted daily.
See also