Configure automatic document forwarding

Your users can copy documents for a process in Microsoft Dynamics 365 for Finance and Operations into the process as an attachment.

The following documents can be copied for each purchase order or sales order:

• Purchase order confirmations

• Packing slips

• Invoices

You can define different actions for the posting process per customer or vendor and per document type. In this way, you ensure that you save the mapped documents for each process in Dynamics 365 for Finance and Operations.

Create an ID for document forwarding

First you must define an ID, which is then filled with the details.

Here's how

1. Go to Setup > Bases > Automatic document forwarding.

2. Click on New in the menu.

3. Enter a meaningful ID in the Document forwarding ID column. You can enter any name as the ID, e.g. Document forwarding.

4. Optionally, enter a name in the Name of document forwarding column.

5. Activate automatic document forwarding.

In the next step, you define the details for document forwarding per posting process in the Selected document types of position section.

Define the results and actions for the documents of a line item

To ensure that document forwarding is executed for an event, specify the event and the action to be executed for the result. You also define the destination of the action for each event. If required, you can filter the documents to be forwarded using a condition.

The following events are available to you in the Selected document types of the position section in the Trigger column:

• Post vendor confirm on purchase order: Purchase order confirmation is posted.

• Post vendor packing slip on purchase order: Packing slip for a sales order is posted.

• Post vendor invoice on purchase order: Invoice for a sales order is posted.

• Post customer confirm on sales order: Purchase order confirmation is posted.

• Post customer packing slip on sales order: Packing slip of a purchase order is posted.

• Post customer invoice on sales order: Invoice for a purchase order is posted.

The following actions are available to you in the Selected document types of the position section in the Action column:

• Copy all document types: This action copies all documents and the associated document type to the table specified under Condition Attach document to record.

• Move all document types: This action removes all documents and the associated document type and moves them to the table specified under Condition Attach document to record.

In the Selected document types of the position section, enter the table in the Select restriction criterion for the action column if you want to filter the documents even more granularly.

You can enter criteria as to which documents should be forwarded.

Example:

• this.DataAreaId() == "DEMF": Only documents belonging to the company (client) DEMF are forwarded.

In the Selected document types of the position section, enter the table that is the destination of the action for the selected result in the Condition Attach document to record column.

Examples:

• this.PurchTable(): The destination is the table for vendors.

• this.SalesTable(): The destination is the table for customers.

By default, every configured event is active after creation.

Next, activate document forwarding for the corresponding repository.

Activate automatic document forwarding for the selected repository

Once you have configured document forwarding, you must activate the function.

Here's how

1. Select a system under Setup > Systems > Systems.

2. Click on Setup in the Repositories section.

3. In the settings under Copying document table for Document forwarding ID, select the entry that you have created for automatic document forwarding.

4. Click on OK.

If you have already activated batch processing under Setup > Bases > Parameters > Batch processing job, deactivate and reactivate the batch processing job.