Common

• Document Exchange
• Remote Functions
• Ledger deletion
• Partner Group
• Order types
• Partner Area
• Document Status
• Certified E-Mail "PEC" scenario
• Misc Common functions

Document Exchange

Document Exchange functions accelerate recurring task in EDI operations.

Exchange Profiles

Several pages are improved with a new action "Document Exchange" that prompt to the user the available exchange choice for the selected rows. For example "Document Exchange" in Posted Sales Invoice can allow you to send the documents as electronic invoices.

Choices are defined by enabled "Exchange Profile". A profile is an entity with a code, description, formatting specifications and transport. For example "Italy E-Invoice" is a format implementation that converts posted invoices in an XML readble from the Government. As another example "Download/Upload" is a transport implementation that allow you to download the above XML from the browser, but other implementations could send the document directly via web service.

Document mapping (cross reference)

During data exchange process is often necessary to map incoming data (for example a code) to others one and vice versa.

Search for "Document Exchange References" and create a new mapping profile. Each profile has a unique code and a description.

With the action "Tables" you can map a local table (for example 18 for the Customer table) with its primary key to a custom value. For example internal code "C0001" can be mapped to "K453" for external operations.

Vice versa with action "Values" you can map a custom value to one or more local table. A typical example is an external combined code for payment method and terms that should be mapped to two internal tables (for example the code "B030" that becomes "BANK" for bank transfer method and "30D" for 30 days terms).

Remote Functions

Several "low level" functions are not available in Business Central because they need a physical (virtual) server to be executed. For example: database access (ODBC), local file system, FTP, SFTP...

"Remote Functions" are a convenient way to use these functions via Web Services through a remote server.

The server must be well configured and secured, later you can setup multiple function profiles through the "Remote Functions" page:

• Code and description of the server (to identify it)
• API URL endpoint
• Access Token

The preferred server is used when a specific server is not chosen.

Ledger deletion

If allowed by your organization, sometimes is ncessary to delete ledgers, for example in case of a massive mistake.

Deleting legers is often prohibited and can make your accouting inconsistent. You must know what you are doing.

User Setup

To allow the function enable "Allow Ledger Deletion" flag in "User Setup" page.

Deletion

Select the action "Delete Document" from these pages:

• General Ledger Entries
• Posted Sales Invoice
• Posted Sales Credit Memo
• Posted Purchase Invoice
• Posted Purchase Credit Memo

Partner Group

To ease filtering of Customer and Vendors, a new field "Partner Group" is added to Master Tables.

Some example groups:

• V-SER: Service Supplier
• V-LEA: Leasing Supplier
• IC: Intercompany Partner
• C-TOP: Top Customer

"Partner Group" table is common to Customer and Vendors.

Order types

Order types allow to group orders by several categories and easily find them.

"Order Type" can be assigned to:

• Sales
• Purchase
• Orders or return orders
• Invoices or credit memo

Order types extends invoice posting policy per document basis.

Partner Area

To ease filtering of Customer and Vendors, a new field "Partner Area" is added to Master Tables.

Some example groups:

• C-EU: Central Europe
• I-NORTH: Italy North
• I-SUD: Italy South
• NY: New York

"Partner Area" table is common to Customer and Vendors.

Document Status

"Document Status" is a simple table related in several document list to easy group and filter the records.

Certified E-Mail "PEC" scenario

This E-Mail scenario allows to use specific server for Certified E-Mail sending (for example "PEC" in Italy).

Misc Common functions

List of miscellaneous functions added to Common area.

W1XX001A	Generic API Page for incoming requests with dynamic JSON body implemented by interfaces
W1XX003A	Bulk importer to populate database with structured JSON objects
W1XX005A	Allows to handle files (stored in the database) in the same way of a common File System
W1XX006A	Added several fields (normally hidden) to list pages
W1XX018A	Skeleton (interface based) to batch several task with a single Job Queue
W1XX019A	"Barcode" field in various table for DMS integration
W1XX021A	Job Queue improvements ("Start Now" action, interrupt...)