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Estonian Dynamics Partners

Extensions for Microsoft Dynamics 365 Business Central

Extensions | User Guide | What's new

Outbound e-documents

How to create e-document from BC document

Generally, there is no need to manually create e-documents. We recommend to setup creating e-documents on posting in Setup.

To manually create e-documents open Outbound E-Documents and on the Actions tab actions group Create Document from BC select the desired action.

Filter out the documents that you want to convert into e-documents and press OK. E-documents are created only for these customers whose setup allows sending out e-documents.

If there is existing not cancelled e-document available for any selected BC document, confirmation to create new e-document will be asked.

How to send e-documents

Open Outbound E-Documents. There is a list of e-documents, this shows documents that are created from NAV documents but are not sent to Telema yet.

Run action Send Document. By default the current row is in filter. To send out all e-documents remove the filter.

If sending of e-document is successful, the value of Handling Status field will be changed to Sent and e-document moves to page Handled Outbound E-Documents.

If sending of e-documents is not successful, the value of Handling Status field will be changed to Error and field Handling Error displays the error message (first 250 symbols).

If you check the box Stop on Error then handling will be stopped whenever first error occurs and detailed error message is displayed.

Typical causes of errors can 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 need to process (send to Telema) manually corrected XML file use Create Document from XML action. This action creates new e-document based on the given XML file.

Outbound e-Document could be rejected by the Telema server if it is duplicate. There could be two reasons for this error:

In both cases user should cancel the further handling attempts of the document by using the action Cancel Document.

How to automate creating and sending 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 job 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.