Archiving Tasks
This page is used to manage the individual archiving or mapping processes (System Management → Queries → EASY→ EASY Archive archiving tasks). In addition, a document preview is available here.
After you select an archiving task, a preview pops up. This displays the following information:
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Field name |
Description |
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Document ID |
This field contains the internal document ID (e.g. invoice number) of the Dynamics 365 document. |
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Document type |
This field contains the document type of the respective archiving task. |
|
Archiving status |
This displays the current status of the archiving task. The following status may occur here:
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Barcode |
For scanned documents, automatic or manual mapping |
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Creation date and time |
Date and time of creation of the archiving task |
|
Created by |
Initiator user ID |
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Modification date and time |
Date and time of modification in the "Archiving tasks" form. |
The following functions are available on the Archiving tasks page:
Source document
This action opens the linked Dynamics 365 for FO record of the selected document, e.g. an accounts receivable invoice:
From here you can open the original document directly from EASY Archive.
Batch processing job
This page shows the batch processing job that executes or has executed the archiving task, and its current status.
Change status
This action allows the user to change the status of an archiving task. These options are available: Scanned, Ready for upload and Archived.
The status for documents that have already been archived cannot be subsequently changed.