Funktion

Reverse Document

This action reverses a document entry. This means the entry is removed and a document reversal entry is written.

Reverse Document and Create On Hold JnlLine

This action reverses a document entry, but an entry is also created in the On Hold Journal. This is necessary, for example, if an archived document was assigned to an incorrect record.

Reverse Document and Create ECM Job Queue Entry

This action reverses a document entry, but an entry is also created in the ECM Job Queue. This is needed, for example, if a document was stored in an incorrect repository.

ECM Document Entries Tasks

Opens the wizard for editing document entries.

Actions

Open Document

Displays the document that is linked in the document entry.

Print

Prints the document that is linked in the document entry.

Send

Sends the document that is linked in the document entry via e-mail.

File Download

Downloads the document that is linked in the document entry.

Im-/Export

Import ECM Document Entries

Provides the possibility to import document entries in XML format for migration scenarios.

Export ECM Document Entries

Provides the possibility to export document entries in XML format for migration scenarios.

Show

Open Data Item

Opens the standard document display. How the document is displayed depends on the ECM user setup of the display user.

Default Document Display

Opens the standard document display. How the document is displayed depends on the ECM user setup of the display user.

Show First Document

Always displays the first document of a document item.

Document Detail View

Opens the document detail view. All information (multiple attachments, different versions of the documents, etc.) about the documents is displayed here.

Process

ECM Process Overview

Opens the ECM Process Overview

ECM Process No. Buffer

Opens the ECM Process Overview page.

ECM Process Link

Opens the ECM Process link page.

ECM Process 2 Link

Opens the ECM Process link 2 page.

Source Document Entry (Transfer/Update)

Opens a page of the document Reversal Entries and shows the "origin" entry, that is, the entry that was cancelled to create the current document entry by update or transfer.

Related Information

Find entries

Starts a search that shows all related entries in Business Central that are associated with the document entry.

Find entries with ECM Document ID (Barcode)

Starts a search that shows all related entries in Business Central that have the same Document ID (Barcode) as this document entry.

Find entries with Process No.

Starts a search that shows all related entries in Business Central that have the same Process No. as this document entry.

History

Interaction Log Entries

Displays the Interaction Log Entries associated with this document item.

ECM Document Registers

Opens the ECM Document Registers

Set record ID

This action determines a record ID that does not exist.

Reassign record ID

This function looks for the associated document definition using the record ID; it executes the Assign record function (e.g. for Assign sales invoice).

Supplement through document no.

This action starts a search using the document number and assigns the document to be archived the record that was found. This only works with document definitions where the Assign to On Hold Journal with batch processing option is enabled on the Assign tab.

Supplement through barcode

This action starts a search using the barcode, and assigns the document to be archived the record that was found. By default, a document is assigned to each process found using the barcode. In doing so, the following configurations are used to define the field for the barcode and to set which tables are to be searched. Here, only tables for which the field for the barcode has been defined are searched.

• Using the Assign document category action, a document definition is assigned to a document category. In doing so, the field is defined for the barcode via which the assignment is to be made. A document category can be assigned multiple document definitions. (Priority 1)

or

• Via the Field no. barcodefield defined in the Object Reference Matrix. (Priority 2)

With document definitions, special setup fields are available for this purpose: Processing Option Assign Barcode, Process Number Tracking, and Priority.

Supplement by Process No.

Based on the Process no., this function searches and assigns the document to be archived the record that was found.

Supplement by Account No.

Based on the Account no., this function searches and assigns the document to be archived the record that was found.

Supplement by Contact No.

Based on the Contact no., this function searches and assigns the document to be archived the record that was found.

Synchronize Process No.

This function synchronizes the process number within a process (no or different process numbers). If the process number of a record located somewhere in a table is the key field, then this process number will be used for synchronization.

If the process number of a record located somewhere in a table is the key field, then this process number will be used for synchronization.

Retrieve process number duplicates

This function retrieves duplicates of the same process number, ensuring that only one process number exists per barcode.

Transfer

This function creates an entry in the Transfer journal to transfer the document to another storage.

Reverse

This function reverses the selected document entry. In doing so, the record is moved to the Document Reversal Entries table.

Reverse & On Hold Journal Entry

This function reverses the selected document entry. In doing so, the record is moved to the Document Reversal Entries table, and an entry using its data is created in the journal.

Reverse Doc. Reference Duplicates

This function retrieves duplicate document references, and reverses them.