Squeeze for Dynamics 365 BC - en-US
Manual for the administration and use of SQUEEZE for Microsoft Dynamics 365 Business
Central.
SQUEEZE is a multi-client software solution for document classification and
Content extraction. It is a fully web-based system for processing electronic documents, with a significant focus on the recognition and extraction of incoming documents in the B2B sector.
System Requirements
System requirements for using SQUEEZE for Dynamics 365 BC
Installation
Licenses
Microsoft Information about the Microsoft Business Central licenses. SQUEEZE The DEXPRO SQUEEZ...
Obtaining the DEXPRO module
Detailed Information are here. OnPrem For OnPrem installations, an runtime package with the req...
Setup Wizard
When the SQUEEZE setup is opened for the first time, you will be greeted by the SQUEEZE setup wiz...
Configuration & Administration
Permission sets
In order to use the modules, the appropriate authorization set must be assigned to the respective...
DEXPRO Core
The DEXPRO Core manages the individual DEXPRO apps and their documents per client. All documents...
SQUEEZE Setup
In the SQUEEZE setup, both the connection to the SQUEEZE system and the processing within the app...
Document Classes Setup
In the SQUEEZE document class setup, the mapping between the respective document class and your e...
Vendor Related Setup
In this setup, vendor-specific settings are made per SQUEEZE document class. This is done for ven...
Account Assignment Setup
Here you will find the account assignment setup. If you have standard account assignments for cer...
Field Mapping
In Metadata Mapping, the field mapping of each document class is downloaded, creating a set of st...
Custom Field Mapping
You may always want to write certain information in certain fields in your process that deviates ...
User specific setup
In this setup, user-specific settings are made. This gives users the option of setting the app in...
Squeeze Master Data Tables
Standard Tables Unless deactivated, this master data is automatically synchronized with the Sque...
SQUEEZE
The SQUEEZE page must also be prepared for fetching documents from Microsoft Dynamics Business Ce...
Validation
Visual inspection of the read documents
SQUEEZE Document Overview
The document overview lists all documents that have been read by SQUEEZE. By double-clicking w...
Cross Company Document Overview
A cross-company view of all Squeeze documents is displayed here. This is updated every few second...
Import Queue Entries
The import queue is a middle layer that imports SQUEEZE vouchers into the appropriate target comp...
SQUEEZE Document Validation
Voucher validation is the main working area of the application. Here the user checks the read doc...
Vendor-specific Training
Training represents an essential optimization component of processing. If data is not clearly re...
Document Split
The separator function is mainly intended for email invoices. When suppliers do not adhere to the...
Order & Goods Receipt Reconciliation
The purchase order & goods receipt comparison checks the read out document items and compares the...
Import Order / Goods Receipt Lines
Get items from purchase order / goods receipt Menu Add to import preview This transfers all ...
External Viewer
To simplify working with the Viewer, the embedded Viewer can be undocked and thus used on a secon...
Extension Development
This chapter lists important integration events and examples that help in developing an extension...
Adding a field in the validation (up to Squeeze Version 1.*)
The following is an example extension that shows how developers can add fields in validation. Re...
Deviating use of the SQUEEZE attachments
The following is a brief explanation of how the attachments downloaded through SQUEEZE for BC can...
Adding a field in the validation (from version 2.10)
The following example extension shows how developers can add fields in the validation (here: docu...
Alternative use of the SQUEEZE attachments
The following briefly explains how the attachments downloaded by SQUEEZE for BC can be used for a...
Modify Squeeze origin attachment
Overview The OnAfterSetOriginFileNameOnBeforeModifyDocumentAttachment integration event allows t...
FAQ
Here you will find questions and answers to various scenarios.
Master data cannot be synchronized
Checking the squeeze masterdata tables in BC In the setup for the Squeeze master data tables, yo...
Documents are not retrieved from Squeeze and remain there in the export step
Checking the import queue Is there already an entry in the import queue with the Squeeze docId? ...