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Estonian Dynamics Partners

Extensions for Microsoft Dynamics 365 Business Central

Extensions | User Guide | What's new

Inbound e-documents

How to receive e-documents

Open list Inbound E-Documents and run action New/Get Documents. New documents are downloaded and saved into the Inbound E-Documents table.

Save e-document into BC document

Open the Inbound E-Documents list. You can see the list of the e-documents that are not yet saved to BC documents.

Run action Save Document to BC.

Selected entry will be offered as a default filter for the action. To save all the received e-documents, remove the filter.

If the saving of the e-document is successful, Handling Status will be updated to Saved to BC and e-document will be moved to the Handled Inbound E-Documents.

If the saving of the e-document is unsuccessful, Handling Status will be updated to Error and Handling Error will contain the error message (first 250 symbols).

If you choose Stop on Error option, the action will stop on first error and display the detailed error message.

Typical errors could be:

If problems with e-documents appear you can use action View Document XML which enables to open the document (in web browser), save and inspect the content of the document.

If the problem with e-document cannot be solved you can cancel further handling of the e-document with action Cancel Document.

If there is a need to process (save to NAV document) manually corrected XML file use Create Document from XML action. This action creates new e-document based on the given XML file.

How to automate receiving and saving e-documents using Job Queue

To automate EDI jobs, Job Queue must be set up and running

Open the Job Queue Entries:

Set up the schedule of the jobs on Recurrence FastTab.

In case of errors during automatic handling of the documents you can setup e-mail notifications in EDI Setup field Handling Errors E-mail.