How do I set up the transfer of the voucher link from edoc invoice app to DATEV?

Summary

You can configure DATEV and edoc invoice app link for DATEV so that you can call up the appropriate invoice documents for the transferred posting lines from DATEV.

By specifying a document link abbreviation (default: FDMS) and configuring DATEV accordingly to call up the ECM system, the ECM system is called up with the corresponding placeholder for the document ID.

In this article, a call of the d.3 smart explorer and d.3one (d.velop documents) is presented as an example.

Important requirements

• You need the product DATEV Beleganzeige Drittanbieter (DATEV article no. 63183), which you can purchase in the DATEV store. The product must be installed in accordance with the documentation. For more information about DATEV Beleganzeige Drittanbieter (in German) see the DATEV Help Center under document no. 1009397.

• To configure, you need access to the edoc automate app editor and knowledge of edoc automate.

• You need administrative access to the DATEV client on which you want to set the configuration.

Solution

Find out whether a document link has already been configured. To do this, follow the instructions in the DATEV Help Center under doc. no. 1008019. If a suitable document link is already configured, you can use this and use the document link abbreviation. Otherwise, you must specify another document link in the custom.ini file.

Different repositories can be addressed with the document link abbreviations.

Enter the document link abbreviation as the app variable export.beleglink_short in the configuration of edoc invoice app link for DATEV. Exporting to the corresponding column of the output file is done using the default function BeleglinkEcmId.

You can open d.3 smart explorer as follows, for example:

[FDMS]
COMMAND="C:\Program Files (x86)\d.velop\d3client\d3namespace.exe" d3://d3explorer/idlist=%1

You can also specify the repository (archive): d3://archive(ZWRvYyBUZXN0)/d3explorer/idlist=%1

In this way, it is also possible to address several repositories via different document link abbreviations.

For example, you can open d.3one (d.velop documents) in a supported browser (e.g. Microsoft Edge) as follows:

[D3ONEP]
COMMAND=C:\Programme\Internet Explorer\iexplore.exe https://<d.3one base url>/dms/r/<repo id>/o2/%1

In the previous example, D3ONEP was used instead of the standard document link abbreviation FDMS.