When archiving using EASY for Dynamics 365 BC, assignment / display takes place on four levels. These levels are hierarchically related and are automatically iterated through when displaying the document entries in the ECM Fact box. If, for instance, the required metadata for the first level (process number) does not exist, a function will check that the data for assignment / display is available on the next deeper level. If this is not the case either, the next deeper level will be used.

These are the five levels of assigning documents in the EASY for Dynamics 365 BC interface:

1. Process-related storage
   This is the preferred archiving level for documents that can be assigned to a business transaction. By assigning a process number, documents that previously existed independently of each other are bound together. Searching for one of these documents will then also locate all documents that are connected to it.

2. Document-related storage
   This storage level is organized around an individual document. To assign the document with a unique identity, a key is generated from the document number and the posting date. This level is most of all suited for assigning documents that have not (yet) been assigned to a process. The archiving level takes effect, above all, when generating assignments via the Generaljournal. When posting via the journal, the associated entries and document entries are searched and displayed via the Navigate page, using their document number and posting date.

3. Storage by account
   The Account type and Account number key fields by which the documents are assigned, can be found on this storage level.Documents can be stored for the following accounts: Customer, Vendor, G/L account, Item, Resource, Employee, Attachment, Bank account.

4. Storage by contact number
   The key field on this storage level is the contact number.
   
   

5. Storage by project number
   The key field on this storage level is the project number.

These levels can be combined.
If, for instance, a document is stored for the Purchase invoice process, the document number, posting date, account type, account number, contact number and project number will be filled in addition to the process number. This enables retrieving this document with the process, with the project, and with the contact.