Once you have set up the index definitions, configure automatic processing. In this way, you map the incoming documents to a process in Microsoft Dynamics 365 for Finance and Operations.
You can only configure active index definitions for the Attachment type and only configure functional automatic inbound processing for active indexing properties.
For the automatic import of documents, define at least three conditions for each document type that you have specified under Setup > Systems > Systems in the Document type section.
You need in-depth knowledge of the database and database structures of Microsoft Dynamics 365 for Finance and Operations. Knowledge of the X++ programming language is also helpful.
Things to know about automatic inbound processing
The conditions per document type are used to control the import and mapping of documents to processes. The conditions consist of methods and actions. A condition for a document type is always introduced with anchor.DocuTypeId==.
By default, the following methods are available for actions:
|
Method |
Description |
|---|---|
|
assignDocTo |
Mapps documents to a table and document type in the table. |
|
stopProcessing |
Terminates the import process. |
|
ProcessManually |
Is a required entry at the end of the table. The entry is always combined with the condition true. |
|
index.get("<Document field ID") |
Is part of the action. The method in combination with the document field ID finds the value that was defined in the index definition for the mapped document field ID (indexing property). You can enter up to eight document field IDs. Separate the document field IDs with a semicolon. Pattern: index.get("<ID1>; <ID2>;<ID3>") |
The conditions and the associated actions must be executed in a specific order, which you must define. Each action of type assignDocTo is followed by the action of type stopProcessing. The ProcessManually action with the highest sequence number concludes a table.
|
Sequence |
Condition |
Action |
Description |
|---|---|---|---|
|
1 |
anchor.DocuTypeId == "KredKorr" |
assignDocTo(SalesTable::find(index.get("<Document field ID>")))) |
The condition for the action is started with the sequence. |
|
2 |
anchor.DocuTypeId == "KredKorr" |
stopProcessing |
The sequence ends the condition for the action. |
|
100 |
true |
ProcessManually |
The condition true must always be placed at the last position in the table. This condition ensures that all processes are terminated properly. |
Define automatic inbound processing per document type
You always define two lines for a document field ID: the start and end of the process.
Let's assume you want to automatically import correspondence with vendors and map it to a process.
Here's how
-
Go to edoc archivelink > Setup > Bases > Automatic incoming processing.
-
Enter a name for the table in the Automatic incoming processing ID column in the Header section.
-
Enter a meaningful name in the Name of automatic processing column.
In the next step, you define the order (sequence) in which the actions are executed, the conditions and the actions for each document type.
Here's how
-
Enter a number greater than zero in the Sequence column.
-
In the Condition column, enter the expression anchor.DocuTypeId== followed by the document field ID of the document type in quotation marks. Example for correspondence with a vendor: anchor.DocuTypeId== "KredKorr"
-
In the Action column, enter the assignDocTo method, followed by a command in brackets that finds the table and the entry in the table.
-
Add the document field ID that you find in the indexing definition to the method. Prerequisite: The document field must be active.
-
In the next line, enter the next highest number under Sequence.
-
Enter the same data in the Condition column.
-
Enter the stopProcessing method in the Action column to end the process. If necessary, carry out these steps for each document type.
Things to know
Once you have defined automatic inbound processing for all required document types, complete the table with the condition true and the action ProcessManually. Enter the highest possible number under Sequence.
This condition ends the defined processes.
Once you have completed all the steps, activate automatic inbound processing.
Here's how
-
Go to edoc archivelink > Setup > Systems > Systems to activate automatic inbound processing.
-
In the Repository section, click on Setup > Automatic incoming processing ID.
-
Activate the function.
All incoming documents are automatically assigned to the corresponding processes in Dynamics 365 for Finance and Operations when they are imported.
When you initially set up edoc archivelink, configure the automatic forwarding of documents in the next step: Configure automatic document forwarding
See also