Ready

This status indicates that the document could be correctly posted/archived.

On Hold

This record waits to be completed by the user or a function, so that it can then be archived.

Error

An error occurred while processing this record, so the record could not be archived. In this case, the user must correct the error, e.g. by filling still missing (required) metadata fields, and then reset the status to On Hold.

Check Status

Checks the status of the selected journal. After the check is complete, the Status field is updated according to the checking result.

Identify required fields

Identifies the required fields of the record, taking the underlying document definition into account.

Scan library/storage and execute import

Executes a scan in the storage determined in the document definition and may import new documents from the storage.

On Hold Journal Work

Opens the page of the On Hold Journal Work

Navigate

Uses the native 365 Business Central Navigate function to locate other records linked with this record

Navigate Barcode

Uses the native 365 Business Central Navigate function to locate other records that use the same barcode as the initial record.

Post post-ready lines

Executes posting for all lines with the Ready status.

Correct assignment

This action deletes the selected line and re-creates it using the document definition. Following this, an attempt is made to re-assign the barcode.

Replace

This function enables searching all records by a specific criterion and replacing that criterion with a new value. This search-and-replace function works like the corresponding default function of a text editor.

Set record ID

This action determines a record ID that is not present.

Re-assign record ID

This function looks for the associated document definition, based on the record ID, and executes the Assign record function. (e.g. assign to 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 check mark is set in 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 that was 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. Only those tables will be searched for which the field has been defined for the barcode.

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

or

• Via the Field no. Barcode field, which has been defined in the object reference matrix. (Priority 2)

For document definitions there are special setup fields: Processing Option Assign Barcode, Process Number Tracking , and Priority .

Supplement by Process No.

This function searches using the Process no., and assigns the document to be archived the record that was found.

Supplement by Account No.

This function searches using the Account no., and assigns the document to be archived the record that was found.

Supplement by Contact No.

This function searches using the Contact no., 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, however, a process number is found in a document entry, this will always take precedence over a process number that was found in a different table.

Retrieve process number duplicates

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

Reverse doc. reference duplicates

This function retrieves duplicate document references and sets the Duplicate field to True. The duplicate flagged in this way can then be deleted in a second step.

Control panels

Reset record ID

When this checkbox is checked, existing record IDs will also be overwritten.

Create new process number

This control panel is connected to the function of the process number synchronization. When checked, only the new process number will be generated and replace one that may exist.