Core Documents

The Core Documents list is the central place where all incoming DEXPRO Core documents are collected and tracked. Each line represents one document received through a DEXPRO app, together with its processing status and a link to the Business Central record it created.

You can open it from the Role Center or by searching for Core Documents (it is listed under the Documents usage category).

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Columns

• No. — the document number assigned from the No. Series configured in Core Setup.
• Document Class — the classification of the document (for example Invoice or Credit Memo, added by downstream apps such as SQUEEZE).
• API Document ID — the external identifier of the source document.
• Status — the current stage of the document (see the lifecycle below).
• Note — a free-text note about the document.
• Linked-to Record Id — a reference to the Business Central record created from the document. Drilling down opens that record directly.

Editing and deletion

The list is designed to reflect what was received, so Insert and Modify are disabled — you do not create or change documents here manually. Delete is allowed only for documents in certain statuses.

If you try to delete a document in a status that does not permit it, Core shows a validation message: "You can only delete a document if the Status is Deleted, Imported, Closed, or Cancelled." Documents in other statuses are protected from deletion.

Deleted view

A separate Deleted view lets you review documents that have been marked as deleted, keeping the main list focused on active documents.

Drilldown to the created record

Use the drilldown on Linked-to Record Id to jump straight to the Business Central record that was created from the document — for example the purchase invoice or purchase order. This makes it easy to trace a document to its result.

FactBoxes

• Document Data — shows the source data captured for the document.
• Metadata — shows additional metadata associated with the document.
• Attachments — shows the files attached to the document.

Document lifecycle

The Status field reflects where a document is in its lifecycle. The possible statuses are:

Status	Meaning
Imported	The document has been received into Core but not yet transferred to a Business Central record.
Transferred	The document has been transferred and a Business Central record has been created.
Resynchronize	The document is flagged to be synchronized again with its source.
Finished	Processing of the document is complete.
Closed	The document has been closed and is no longer actively processed.
Deleted	The document has been marked as deleted.
Rejected	The document was rejected during processing.
Cancelled	Processing of the document was cancelled.
On Hold	The document is temporarily paused and awaits further action.
Custom Processing	The document is handled by custom, app-specific processing.

The set of statuses is extensible, so a downstream DEXPRO app can add its own status values where needed.

Related features

• Document Class Setup
• Document Creation Logs
• Role Center
• Cleanup and Job Queue