The "General" FastTab


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

Field

Meaning

No.

This field contains the primary key of the document definition; it uniquely identifies it.

Description

This field describes the transfer definition in greater detail; it is only informational.

Purpose

This field provides the capability of configuring this document definition for a specific purpose. The purpose serves, for example, to use different document definitions for different types of use. For example, metadata and settings other than for posting and following archival of the sales order document can be used with "drag and drop" of an external file for a sales order. In this way, the following configuration abilities result:

  • Transfer: The document definition is used only for transferring this document type

  • Update: The document definition is used only for updating the document entries for this document type

  • Transfer & Update: The document definition is used both for update and transfer functionalities

New ECM Server

The server code that determines to which new server to transfer the documents is stored in this field.

New ECM Library/Storage Reference


The storage of EASY Archive / Microsoft SharePoint to which to pass the documents, receipts or reports to be transformed is specified in these fields.

New ECM Library/Storage Reference

Number of ECM annual repositories/libraries

Indicates the number of already created annual libraries for this document definition.

ECM Source Repository/Library

Last Version

If this checkmark is set, the last (current) version of a document is always transferred, even if the document item refers to an older version of the document.

ECM Source Server Code



The fields are only required for the Transfer definition lines in order to select the source library / storage's metadata fields to be transferred.

ECM Source Repository/Library Code

ECM Source Repository/Library Reference

Blocked

Corresponds to the same field in the document definitions.

Last Date Modified

Corresponds to the same field in the document definitions.

Starting Date

Corresponds to the same field in the document definitions.

Queue

Time Calculation Code

Corresponds to the same field in the document definitions.

Additional fields

Transfer/update additional fields

Automatically supplements other metadata fields for the document entry using a document definition found via the document's record ID.

If other tables (Table no. field) with table relation to the master table Document journal line are defined in transfer definition lines, you can pass other field data from Microsoft Dynamics 365 Business Central to the new ECM library/storage. To do this, you need to enable the Transfer Additional Fields option. The prerequisite is that the record linked with the document entry still exists in Microsoft Dynamics 365 Business Central.