Configuration & Administration Permission sets In order to use the modules, the appropriate authorization set must be assigned to the respective users. The following are supplied with: DXP Core Admin -  DEXPRO Core Administrator DXP Core User -  DEXPRO Core User DXP FREEZE Admin -  DEXPRO FREEZE Administrator DXP FREEZE User -  DEXPRO FREEZE User Freeze Permission Sets DXP Freeze Admin : Full access (Read, Insert, Modify, Delete) to all Freeze tables and execution rights for all Freeze pages and codeunits. Suitable for administrators who manage the Freeze setup. DXP Freeze User : Access to all Freeze functions with restricted write permissions on setup tables (Setup, Store, User Setup, Additional Queries). Suitable for standard users who use Freeze on a daily basis. DEXPRO Core The DEXPRO Core manages the individual DEXPRO apps and their documents per client. All documents that have been entered and processed via the various DEXPRO modules in Microsoft Dynamics 365 Business Central are displayed. A global number series, which is used across all DEXPRO apps, is used to track individual documents. This offers the advantage that users only have to work with one number series per document. Further information can be found here . Freeze Setup In the FREEZE setup, both the connection to the Freeze Archive System and the processing within the app are set up. Menu Home Copy Setup This is used to copy the setup to another company. Upload Placeholder This function is used to upload a placeholder for file types that the PDF viewer cannot display. Navigation Document Class Setup This menu item takes you to the setup for the document classes . OAuth 2.0-Setup The users and their access tokens for OAuth 2.0 authentication are managed in this menu item . User Setup You can access the user assignment to the OAuth users via this menu item . Additional Search Queries Setting up additional search queries is particularly useful if you want to display archive folders that have not been archived via Freeze in BC. However, there are also other use cases. FastTabs General You can activate/deactivate the use of this app in this FastTab.   API The URL of the FREEZE system is specified in this fast tab. The default archive storage and the default authentication are also stored. You can also specify here how many archive data records should be displayed simultaneously during searches. Archiving Settings can be made here as to what should be archived automatically. Automatic archiving after posting a receipt. Printing and archiving in one step. Archiving of emails with attachments if they are sent via the BC Email module. Field Descriptions General Activated : Enables or disables the Freeze app for the current company. Attachments mandatory : When enabled, attachments are required when manually archiving a record. Validate Attachment Filesize : When enabled, the system validates that no attachment has a file size of 0 during manual archiving. This helps prevent archiving defective files. Max Results : Specifies the maximum number of search results to retrieve (topn parameter). Search Mode : Controls which versions are displayed in archive searches. Possible values: Default (store configuration), All Versions , Newest Version Only . Maximum Recent Records : Specifies how many recently archived records per document are shown in the "Recent Entries" FactBox (default: 5). API URL : The base URL of the connected FREEZE archive system. Default Authentication : The OAuth 2.0 authentication used by default for API access. Default Store : The archive store used by default for searching and archiving. Records per page : Number of records (folders) displayed per page in search results (default: 15). Alternative PDF Viewer URL : For on-premises environments with restricted internet access, an alternative URL for the PDF viewer can be specified. This field is hidden by default. Archiving – General Archive Attachments : Archives attachments linked to the corresponding record in Business Central. Archive Incoming : Archives incoming documents linked to the record in Business Central. Archive Email & Attachments : Archives email attachments sent via the BC email module, e.g. for posted documents, quotes, or orders. Archiving – Purchasing Archive after Posting : Enables automatic archiving of purchase documents after posting. Archive Outgoing : Additionally archives outgoing standard reports after posting. The print count is incremented in the process. Purchase Invoice : Archives outgoing purchase invoices after posting. Purchase Cr. Memo : Archives outgoing purchase credit memos after posting. Purchase Receipt : Archives outgoing purchase receipts after posting. Purchase Ret. Shpt : Archives outgoing purchase return shipments after posting. Archiving – Sales Archive after Posting : Enables automatic archiving of sales documents after posting. Archive Outgoing : Additionally archives outgoing standard reports after posting of sales documents. Archiving – General Journal Archive after Posting : Archives the resulting G/L Register after posting a General Journal. Freeze Storage The archive memories of the connected Freeze System are managed here.   Fields Name : The unique name of the archive store. Description : An optional description of the archive store. API Link : The API URL of the archive store. This is automatically retrieved from the FREEZE system. Archive stores are automatically synchronized from the connected FREEZE system when the page is opened. The store specified as Default Store in the Freeze Setup is used preferentially for searches and archiving operations. Document Class Setup In the document class setup, the mapping between the respective document class and your export interface is done. Furthermore, the field mapping of each document class is downloaded here, creating a set of standard fields and their usage in Microsoft Dynamics 365 Business Central. The document class setup is cross-app and is managed via the DEXPRO Core. Process Download field mapping This downloads the field structure of the SQUEEZE document class. These are needed for the metadata mapping . Navigation Metadata mapping Via this menu item you reach the metadata mapping . This defines which fields are to be transferred to Microsoft Dynamics 365 Business Central and how. List Document classes This overview lists all the document classes that have been set up. Card Document class Here, each document class is set up individually. General In this fastab the name of the document class, the next process step, as well as the automatic enrichment of the positions is set up. Freeze The standard search mask is defined here. User Setup Alternative authentication: If users are to access the archive with alternative authentication, this can be entered here. Show all results: The additional search queries (just like the full text search) only provide results for users who have been explicitly authorized to do so. This is necessary because archive folders that have not been archived via BC cannot be checked for effective authorizations due to the lack of a table number. OAuth 2.0 Setup The OAuth 2.0 / Open Id users and their access tokens are managed here.   Additional search queries Creation of additional search queries Below I have created a query that is appended to the system search query when you open Freeze via a record (here: vendor items - table 25). Search queries with the same table number are OR-linked.   Creation of additional search queries You can access the query lines via Related : Search by field name - Specifies the value of the field name to be used for the search query. These are the native fields of the archive software, but also data record fields saved in any form: Search value source (field no.) - Specifies the value to be searched for in combination with the field name. Fixed search value - The fixed search term is used instead of the search value. The query lines are AND-linked. Show the result If you then open the vendor item Freeze... ...you will get the desired search result: Do not forget: The additional search queries (just like the full text search) only provide results for users who have been explicitly authorized to do so in the setup . This is necessary because archive folders that have not been archived via BC cannot be checked for effective authorizations due to a lack of table numbers. Record Types Record Types define the categorization of archive folders in FREEZE. Each archived record is assigned a Record Type, which can later be used for filtering and searching. Available Record Types Miscellaneous – Default type for general documents Quotes Orders Blanket Orders Return Orders Invoices Credit Memos Payments Finance Charge Memos Reminders Refunds Contracts Claims Setup On the Freeze Record Types page, you can specify for each Record Type whether it should be used as the Default for certain document tables. This ensures that the appropriate Record Type is automatically assigned during automatic archiving. When manually archiving (Quick Freeze), users are shown a dialog where they can set the Record Type, Record Title, and Reference Date. FactBox: Count per Record Type On the search result page, the Record Type Count FactBox shows how many archive folders exist per Record Type for the current record.