edoc D365 FO archivelink Administration Guide
edoc D365 FO archivelink Administration Guide
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Configure the barcode functionality

You can use the barcode functions to link documents from a process in Microsoft Dynamics 365 for Finance and Operations with documents in the ECM system.

You can implement two different scenarios. Examples:

  • Link a packing slip in the product receipt, a purchase order or an invoice using a barcode when scanning before posting. This scenario is known as "early scanning" in the workflow. In this scenario, the corresponding document with barcode may already exist in the ECM system.

  • After posting the packing slip in the product receipt, purchase order or invoice, enter the barcode manually. This scenario is known as "late scanning" in the workflow. The ECM document has already been imported from the ECM system.

To implement both scenarios, you must configure the number series, the visibility as a field and in the menu for the barcode.

You can define your own barcode for each document type ID. The processes with barcodes, including all synchronization information, can be found at edoc archivelink > Inquiries > Barcode tracking.

Prerequisite for using the barcode functions

You must have already configured the following functions:

  • Properties, document fields, and document types (categories): You must map the Barcode property to the corresponding document fields and document types in the ECM system. You must also enter the barcode field ID under edoc archivelink > Setup > Systems > Systems in the Repositories section of the Setup menu in the Barcode field ID field the field used in the index definition.

  • Index definition, and field mapping for process: Define the properties and fields for barcodes in the index definition and field mapping.

  • Automatic linking: Under edoc archivelink > Bases > Parameters > Batch processing job, you must activate both the function for the batch processing job and the process for Import documents.

For more information see:

Once you have met these requirements, define the number series and visibility of the field and the barcode button in the menu bar.

Display the "Barcode" field in the form

You must define the visibility of the barcode field in order to display the Barcode field in the process of the corresponding document.

Here's how

  1. Go to edoc archivelink > Setup > Bases > Parameters > Barcode configuration.

  2. Activate the corresponding options in the Show barcode field in form section:

    1. Posting product receipt: Displays the barcode field in the form for posting the product receipt. When activated, the barcode field is inserted in the PurchParmTable table.

    2. Vendor invoice: Displays the barcode field in the form for the vendor invoice. When activated, the barcode field is inserted in the VendInvoiceInfoTable table.

    3. Vendor invoice journal: Displays the barcode field in the form for entering accounts payable invoices. When activated, the barcode field is inserted in the LedgerJournalTrans table.

Finally, check whether the barcode field is displayed in the corresponding forms.

Show the button for the barcode in the menu bar

You can display the Barcode capturing button, e.g. in the form for attachments in the product receipt for your users. With this function, your users can manually add a barcode to the attachment.

Here's how

  1. Go to edoc archivelink > Setup > Bases > Parameters > Barcode configuration in the Show barcode field in menu bar section.

  2. Click on Add in the menu.

  3. Enter the form SalesTable in the table under Form name to display the button for sales orders.

  4. Enter the data source SalesTable under Data source name. The data source is the name of the table in which the form is located.

Repeat the steps for each form on which the Barcode capturing button is to be visible.

In the corresponding form, check whether the Barcode capturing button is displayed on the menu bar.

Define the number series for barcodes

You must set up at least one number series for barcodes in order to use the functionality.

Each barcode must have a unique format.

Here's how

  1. Go to edoc archivelink > Setup > Bases > Parameters > Barcode configuration in the Barcode number series section.

  2. Click on Add in the menu.

  3. Enter a meaningful name in the column in the Barcode series name field. Example: edoc_Barcode.

  4. In the Format field, enter a format that corresponds to the format of the barcode. Each barcode format must be unique. Example:

    1. edoc-########: The barcode begins with the letters edoc followed by eight numeric characters.

    2. ########_##: The barcode contains only numeric characters, with the last two numbers separated by an underscore.

  5. In the Number from and Number to fields, enter the numbers that are valid for the number series. Examples:

    1. Number from contains 0 and number to contains 50000000.

    2. Number from contains 5000000000 and number to contains 8000000000.

  6. Optionally, enter the start date and end date in the Valid from and Valid to fields to indicate the validity period of the number series.

  7. Optionally, enter a document type in the Document type ID field if you only want to use the number series for the specified document type.

  8. Activate the number series in the Active column.


See also