Create EASY Document Types

All EASY Archive document types must be created and flagged as "active".

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Options

Here you can create individual document types that should be available for archiving. A predefined list is available for this purpose.

Column

Meaning

Document type

The document type is stored in this field.

  • Accounts receivable invoice

  • Project invoice

  • Free text invoice

  • Order confirmation

  • Vendor invoice

  • Product access

  • Order confirmation

  • Accounts receivable delivery note

  • Sales proposal

  • Reminder

Description

This field contains the description of the respective document type

Store

You can store a dedicated store for this document type here. If this field is not populated, documents with this document type are archived in the "default store" from setup.

Active

This setting is used to either enable or disable archiving of a selected document type.

Display metadata

Moreover, metadata archived using a document (type) must be set up for each document type.

The dependent "Metadata" form (accessible via the "Display metadata" button), lets the administrator define a list of fields/display methods that are passed with the corresponding document to EASY Archive.

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Column

Meaning

EASY field name

A field name in EASY Archive for the selected data from Dynamics 365 FO.

Data query type

Predefined list:

  • Method - If it is not possible to apply data to be transferred with the document directly from the Dynamics 365 FO table (e.g. shipping address for invoice)

  • Field - If the belongs to the main table

Field / display method

Field name in Dynamics 365 FO from which to get data.