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.