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 configured. Users can customize the app to suit their w...
Squeeze Master Data Tables
Standard Tables Unless deactivated, this master data is automatically synchronized with the Squee...
SQUEEZE
The SQUEEZE page must also be prepared for fetching documents from Microsoft Dynamics Business Ce...
Role Center Activities
SQUEEZE for BC extends the Purchasing Agent Role Center with several activity tiles that provide ...
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
The cross-company document overview provides a consolidated view of all SQUEEZE documents across ...
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...
Upload Documents
SQUEEZE for BC offers the ability to send documents directly from Business Central to the connect...
SQUEEZE Queue
The SQUEEZE Queue provides a real-time overview of the processing status of all documents in the ...
Viewer in Target Document
The SQUEEZE Viewer can also be displayed in the resulting target documents (Purchase Invoices and...
Plausibility Checks
Plausibility checking is a central component of document validation. It ensures that all relevant...
Order Confirmations
In addition to purchase invoices and credit memos, SQUEEZE for BC also supports the processing of...
Extension Development
This chapter lists important integration events and examples that help in developing an extension...
Modify Squeeze origin attachment
Overview The OnAfterSetOriginFileNameOnBeforeModifyDocumentAttachment integration event allows t...
Alternative use of the SQUEEZE attachments
The following briefly explains how the attachments downloaded by SQUEEZE for BC can be used for a...
Adjustment of attachment file names after validation
Overview This guide shows how developers can customize the file names of attachments in DEXPRO S...
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...
Implementation of a user-defined, automatic order reconciliation
Introduction Automatic order matching is an important part of document processing in Squeeze for...
Implementation of a new, generic document class
SQUEEZE → Core → Your processing This guide is deliberately focused and pipeline-oriented: It sh...
Custom Document Creation (Custom Processing)
Table of Contents Overview Understanding the Document Flow JSON Data Structure Quick Sta...
Rule-based next process step: routing documents to Custom Processing
Audience This guide is intended for developers and implementers who use DEXPRO SQUEEZE in Busines...
Embedding the SQUEEZE Viewer part in your own pages WIP
Diese Anleitung beschreibt, wie Sie den SQUEEZE Viewer in beliebige Seiten einbetten (eigene Page...
Events after creating a SQUEEZE document (CreateSource)
Audience This documentation is intended for third-party developers who want to extend the creatio...
Events after creating a Core document (DXP Document)
Audience This documentation is intended for third-party developers who want to extend the lifecyc...
Adding a field in the validation (up to Squeeze BC App version 1.*)
The following uses an example extension to show how, as a developer, you can add fields in the va...
Adding a field in the validation (from version 2.0)
The following uses an example extension to show how, as a developer, you can add fields in the va...
Events when validating a SQUEEZE document (Validate action)
Target audience This documentation is aimed at third-party developers who want to run their own l...
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? ...
Squeeze API - specification of new endpoints for master data tables
Background and motivation Squeeze is used via the Business Central (BC) integration to maintain m...