EASY Interface Parameters
The interface parameters c ontain general settings for archiving as well as access to EASY Archive: System management → Setup → EASY → EASY Archive interface parameters
Authentication
Here you enter the parameters for EASY Archive login:
User name
Name of an EASY Archive user.
Password
That user's password. The password is saved encrypted.
Interface parameters
This tab contains settings required for processing the data transfer between EASY Archive and Dynamics 365 FO.
Parameter |
Description |
Batch |
|
Batch processing group |
Here you store the batch group that processes the archiving jobs. |
Interfaces |
|
Store |
A "default store" is stored here. All document types without their own store assigned are archived in this store. |
Schema |
The schema of the respective EASY Archive is stored here. |
"Upload attachment" Web service |
This parameter is used to generate document attachments in EASY Archive. |
"Create document" Web service |
This parameter is used to generate outgoing documents in EASY Archive which originate from Dynamics 365 FO. |
"Download attachment" Web service |
This parameter is used to download a document from EASY Archive to Dynamics 365 FO. It is also used to import incoming documents.
|
"Update document" Web service |
This parameter is used to update the metadata of incoming documents. |
Attachments |
|
Type |
The newly created EASY document type that ensures that an archiving job is created for documents flagged with this document type. Following this, documents of this type are automatically archived. |
Outgoing documents |
|
Archive outgoing documents from D365 |
Yes/No. Turns archiving outgoing documents on/off. |
Validation
This tab is used to set up the barcode validation rules for incoming documents.
Parameter |
Description |
Validation |
|
Mandatory barcode input |
When this parameter is set, the system allows posting vendor invoices and packing slips only when a barcode has been specified. |
Validate barcode |
When this parameter is set, only alphanumerical characters can be used in a barcode. |