ECM Setup Matrix / Vertical Solutions

The Setup Matrix / Vertical Solutions page contains a few configuration settings that are used system-wide, as well as the ability to merge solution-specific configuration settings in so-called “vertical solutions”. Setting up vertical solutions is helpful for integrating EASY for Dynamics BC into a vertical solution (e.g. salary, travel costs, mail order, etc.).

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The following table provides an overview of the individual fields and their meaning:

Field

Meaning

Vertical Solutions ID

This field is empty by default. Configuration settings without a vertical solutions ID are used system-wide (e.g. entries for the barcode procedure).

If a vertical solutions ID has been configured, individual code units for the mapping codes used in EASY for Dynamics 365 BC can be entered per vertical solution. The adoption of a vertical solutions ID in the document entries is controlled in the document definitions. The value entered will be written into the document entries generated by this document definition. If this identifier should also be written into an index field in the ECM library / storage, the VERTICAL SOLUTION mapping code can be used for this. If the import document definition contains a value in the Vertical Solutions Solution ID field, this vertical solutions ID will be imported into the On Hold Journal during import of the documents, and thus to the document entries.

Description

If a description has been acquired for the vertical solution, it will be entered here.

E-Mail Extended Text

A reference to a standard text code (Microsoft Dynamics 365 Business Central standard) can be specified in this field to be used as a template in sending e-mail from documents (Send to > E-mail as file attachment). The first line is considered the subject, the following lines the body. Placeholders can be used in the first line (%1 document type, %2 document number).

DropZone Icon

A separate icon for the drop zone can be stored in this field.

Access Right ECM Entries

The code unit entered in the Vertical Solutions Codeunit ID field will always run when documents are displayed in the ECM FactBox. The stored code unit can be used to control whether or not a document entry is displayed in the FactBox. You will find an example of access control in code unit 90009 in the toolbox (Dynamics NAV Toolbox directory on the EASY for Dynamics 365 BC installation media).

Page ID for Document Assignment

Here you define which page to open in order to assign documents. In the standard interface, this is the Assign file page (5125072).

Page Name for Document Assignment

This displays the page name of the page entered in the previous field.

Page ID for Save and Send

Here you define which page to open in order to execute the Save and send function. In the standard interface, this is theSave and send page (5125060).

Page Name for Save and Send

This displays the page name of the page entered in the previous field.

Page ID for Barcode Printing

Here you define which page to open in order to execute barcode printing. In the standard interface, this is thePrint barcode label page (5125061).

Page Name for Barcode Printing

This displays the page name of the page entered in the previous field.

Page ID for Barcode Assignment

Here you define which page to open in order to assign documents. In the standard interface, this is thePrint barcode label page (5125061).

Page Name for Barcode Assignment

This displays the page name of the page entered in the previous field.

Barcode Creation

A mapping code for the barcode creation procedure can be entered in this field (e.g. BARCODE128 ).

Barcode Nos.

The number series of the barcode is specified in this field.

Barcode Label ID

If a report other than the default report should be used for the barcode label, the individual report must be stored in this field.

Barcode Label Name

This displays the name of the report entered in the previous field.

Barcode Validation

Another mapping code for barcode validation can be specified in this field. The method for determining the checksum for the barcode number is specified in the other fields of the vertical solutions setup.

Barcode Checksum by

In this field, you can choose between the methods <empty>, Mapping code and Standard Modulus. If this field is empty, the barcode number will be used 1:1 without any changes.

The Mappingcode option uses a mapping code in order to determine the checksum.

The Standard Modulus option allows you to store the usual procedures for determining the check digits. To do this, the corresponding values must be set in the Modulus Weights and Modulus Value fields.

Modulus Weights

The multipliers for the individual digits of the barcode number are set in this field.

Modulus Value

The divisor for the sum of the products can be set in this field.

The following table provides an overview of the individual actions and their meaning:

Action

Meaning

Create default e-mail boilerplate text

Initializes the default boilerplate text mail transport in DEU and ENG.

Boilerplate text

Opens the page of boilerplate text.