Document Import Entries
The ECM document import entries provide an overview of the documents imported from the DMS. Documents are imported as document import entries,
Document Import Values,
Document Line Import Entries, and
Document Line Import Values. These are processed into documents using the processing functions or a job queue.
Information about the processing status and the associated Microsoft Dynamics 365 Business Central document can be viewed in this overview.
In addition, the FactBox provides an overview of the error messages for the selected record.
When viewing an entry, a page opens that also gives an overview of the Document Import Values and the Document Line Import Entries.
Fields
| Field Name | Function for Aptean ECM Connect |
|---|---|
| ID | Specifies the ID of the document import entry. |
| Imported at | Indicates the time when the document was imported. |
| Processed at | Indicates the time when the document was processed. |
| Import Status | Provides information about the processing status. Possible statuses are: Imported, Transferred, Posted, Corrected, Error Import, Error Transfer, and Skipped. |
| ECM Import ID | Specifies the ID of the document in the DMS. |
| Document Type | Specifies the type of document being imported. |
| Document No. | Specifies the Microsoft Dynamics 365 Business Central document number for a transferred entry. |
| Ext. Doc No. | Specifies the external document number of the imported document. |
| Action | Indicates the action of the entry. Possible actions are: Insert, Update, Delete, and Correct. |
| Error | Indicates whether an error occurred while processing the entry. |
| ECM Status | Displays the status of the ECM processing. Possible statuses are: Waiting and Imported. |
| ECM Workflow finished | Indicates whether the ECM workflow has been completed in the connected DMS. |
Functions
This function creates the document for the current entry or a selection of document import entries in Microsoft Dynamics 365 Business Central. The import values are used as data for the document. Processing is only possible with the import status Imported or Error Transfer.
This function creates all documents of the document import entries in Microsoft Dynamics 365 Business Central. The import values are used as data for the documents. Import entries with the status Imported and Error Transfer are taken into account in this processing.
This function flags the selected document import entry with the import status Skipped. This is only possible with the import status Imported or Error Transfer.
Note
Information from the import is not transferred to a document.
This function resets the status of an import entry to Imported. In this way, skipped imports can be included in the processing again.
This function displays the errors related to the document import entry.
This function deletes document import entries with the import status Posted, depending on the keeping duration specified in the Setup.
This function opens the Microsoft Dynamics 365 Business Central document related to the document import entry if it has the Transferred or Posted status.
This function opens the corresponding purchase order for the selected document import entry.
This function opens the corresponding ECM document for the selected document import entry.