# Custom Document Creation (Custom Processing) ## Table of Contents 1. [Overview](#bkmrk-overview) 2. [Understanding the Document Flow](#bkmrk-understanding-the-do) 3. [JSON Data Structure](#bkmrk-json-data-structure) 4. [Quick Start: Simple Custom Processing](#bkmrk-quick-start%3A-simple-) --- ## Overview This guide explains how to create custom Business Central documents from JSON data provided by DEXPRO Core. The system receives documents with status **"Custom Processing"**, which third-party developers can transform into any BC document type (Purchase Orders, Sales Orders, G/L Journals, Service Orders, etc.). ### What You'll Learn - How to intercept documents marked for custom processing - The JSON structure containing document header, lines, metadata, and custom fields - How to create your custom document --- ## Understanding the Document Flow ### Core Workflow ``` ┌─────────────────────────────────────────────────────────────────┐ │ 1. Document Import │ │ JSON Raw Data → DXP Document (Status: Imported) │ └────────────────────────┬────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 2. Source Document Creation │ │ ISourceDocument.CreateSource() → Your Source Tables │ │ (e.g., SQZ Document Header/Lines or Your Custom Tables) │ └────────────────────────┬────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 3. Validation & Plausibility Checks │ │ ISourceDocument.IsSourceDataPlausible() │ │ → Validates data quality, checks for errors │ └────────────────────────┬────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 4. Create Processed JSON │ │ ISourceDocument.CreateProcessedJsonFromSource() │ │ → Builds JSON structure for target document │ └────────────────────────┬────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 5. Update Core Document with "Custom Processing" Status │ │ UpdateDocument() → Sets Status to "Custom Processing" │ │ → Stores JSON Processed in DXP Document │ └────────────────────────┬────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 6. Your Custom Processing (THIS IS WHERE YOU HOOK IN!) │ │ Subscribe to events or implement interface │ │ → Read JSON Processed from DXP Document │ │ → Create your target BC document │ └────────────────────────┬────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────────────────────────────┐ │ 7. Final Status Update │ │ Document Status → Transferred or Finished │ │ Linked-to Record Id → Your created BC document │ └─────────────────────────────────────────────────────────────────┘ ``` ### Key Status Values
StatusDescription
**Imported**Raw JSON received, not yet processed
**Transferred**Source document created, ready for processing
**Custom Processing****Your target status** - Document ready for custom handling
**Finished**Target document successfully created
**Deleted**Processing complete, document archived
--- ## JSON Data Structure ### Overview The `"JSON Processed"` blob in the `DXP Document` table contains a structured JSON object with all information needed to create your target document. ### Complete JSON Structure ``` { // ═══════════════════════════════════════════════════════════ // HEADER SECTION - Document-level information // ═══════════════════════════════════════════════════════════ "Type": "Invoice", // Document type: Invoice, Credit Memo, Order, etc. "VendorNo": "VENDOR001", // Vendor/Customer number "DocumentDate": "2025-10-15", // Document date "PostingDate": "2025-10-16", // Posting date "DocumentReference": "INV-2025-001", // External document number "OrderNo": "PO-12345", // Reference to order (if applicable) "PostingDescription": "Invoice Q4", // Posting description "NetAmount": 1000.00, // Net amount (excluding tax) "TotalAmount": 1190.00, // Gross amount (including tax) "TaxAmount": 190.00, // Total tax amount "Currency": "EUR", // Currency code // ─────────────────────────────────────────────────────────── // DIMENSIONS - Header-level dimensions as key-value pairs // ─────────────────────────────────────────────────────────── "Dimensions": { "DEPARTMENT": "SALES", "PROJECT": "PROJ001", "COSTCENTER": "CC-100" }, // ─────────────────────────────────────────────────────────── // CUSTOM FIELDS - Additional header fields (see below) // ─────────────────────────────────────────────────────────── "CustomFields": [ { "Id": 50100, "Name": "CustomerNo", "Value": "CUST001", "Caption": "Customer Number" }, { "Id": 50101, "Name": "DeliveryTerms", "Value": "EXW", "Caption": "Delivery Terms" } ], // ─────────────────────────────────────────────────────────── // METADATA - System-generated field mappings // ─────────────────────────────────────────────────────────── "Metadata": [ { "DocumentClass": "DXP Invoice / Credit Memo", "FieldType": "Header", "FieldId": 101, "Value": "Additional Info" } ], // ═══════════════════════════════════════════════════════════ // LINES SECTION - Document line items // ═══════════════════════════════════════════════════════════ "Lines": [ { // ───────────────────────────────────────────────────────── // Line Basic Information // ───────────────────────────────────────────────────────── "Type": "Item", // Item, G/L Account, Charge (Item), Fixed Asset "No": "ITEM001", // Item/Account number "Description": "Product A", // Line description "VendorItemNo": "VEND-SKU-123", // Vendor's item number "Quantity": 10.0, // Quantity "UnitOfMeasure": "PCS", // Unit of measure "DirectUnitCost": 100.00, // Unit price "LineDiscount": 5.0, // Line discount percentage // ───────────────────────────────────────────────────────── // Line Amounts & Tax // ───────────────────────────────────────────────────────── "NetAmount": 950.00, // Line net amount "TotalAmount": 1130.50, // Line gross amount "TaxRate": 19.0, // Tax percentage "VATBusPostingGroup": "DOMESTIC", "VATProdPostingGroup": "STANDARD", "GenBusPostingGroup": "DOMESTIC", "GenProdPostingGroup": "RETAIL", // ───────────────────────────────────────────────────────── // Order Reference (for matching) // ───────────────────────────────────────────────────────── "OrderNo": "PO-12345", // Referenced order number "OrderLineNo": 10000, // Referenced order line number "ReceiptNo": "RCP-001", // Referenced receipt number "ReceiptLineNo": 10000, // Referenced receipt line number // ───────────────────────────────────────────────────────── // Line Dimensions // ───────────────────────────────────────────────────────── "Dimensions": { "DEPARTMENT": "PROD", "PROJECT": "PROJ001" }, // ───────────────────────────────────────────────────────── // Line Custom Fields // ───────────────────────────────────────────────────────── "CustomFields": [ { "Id": 50200, "Name": "SerialNo", "Value": "SN-12345", "Caption": "Serial Number" } ], // ───────────────────────────────────────────────────────── // Line Metadata // ───────────────────────────────────────────────────────── "Metadata": [ { "DocumentClass": "DXP Invoice / Credit Memo", "FieldType": "Line", "FieldId": 201, "Value": "Line-specific metadata" } ] } // ... additional lines ] } ``` ### Custom Fields vs. Metadata **Custom Fields:** - User-defined fields from your app - Mapped via Custom Field Mapping - Can be mapped to any field in the Squeeze Validation - Example: Adding a "Customer No." to the Squeeze Validation **Metadata:** - System-generated fields - Extracted by the Squeeze System but not mapped to any Field in BC --- ## Quick Start: Simple Custom Processing ### Scenario You want to create a custom document type (e.g., a Warehouse Shipment) from documents marked with "Custom Processing" status. ### Step 1: Subscribe to the Integration Event Create a codeunit to intercept documents with "Custom Processing" status: ``` codeunit 50100 "My Custom Document Handler" { [EventSubscriber(ObjectType::Codeunit, Codeunit::"DXP Document Mgt.", 'OnAfterWriteProcessedJsonToBlob', '', true, true)] local procedure OnAfterWriteProcessedJsonToBlob( var Document: Record "DXP Document"; var ProcessedJSONObj: JsonObject) begin // Only handle Custom Processing status if Document.Status <> Document.Status::"Custom Processing" then exit; // Create your custom document CreateMyCustomDocument(Document, ProcessedJSONObj); end; local procedure CreateMyCustomDocument( var Document: Record "DXP Document"; ProcessedJSON: JsonObject) var CoreTokenMgt: Codeunit "DXP Core Token Mgt."; JsonHelper: Codeunit "DXP Json Helper"; MyCustomHeader: Record "My Custom Document Header"; MyCustomLine: Record "My Custom Document Line"; LineJArray: JsonArray; LineJToken: JsonToken; LineJObj: JsonObject; begin // ═══════════════════════════════════════════════════════ // 1. CREATE HEADER // ═══════════════════════════════════════════════════════ MyCustomHeader.Init(); MyCustomHeader."No." := ''; // Will be assigned by number series // Read standard header fields MyCustomHeader."Vendor No." := JsonHelper.ValAsTxt(ProcessedJSON, CoreTokenMgt.GetVendorNoTok(), false); MyCustomHeader."Document Date" := JsonHelper.ValAsDate(ProcessedJSON, CoreTokenMgt.GetDocDateTok(), false); MyCustomHeader."Document Reference" := JsonHelper.ValAsTxt(ProcessedJSON, CoreTokenMgt.GetDocReferenceTok(), false); MyCustomHeader.Insert(true); // ═══════════════════════════════════════════════════════ // 2. PROCESS DIMENSIONS (if your document supports them) // ═══════════════════════════════════════════════════════ ProcessHeaderDimensions(ProcessedJSON, MyCustomHeader); // ═══════════════════════════════════════════════════════ // 3. PROCESS CUSTOM FIELDS // ═══════════════════════════════════════════════════════ ProcessCustomFields(ProcessedJSON, MyCustomHeader); // ═══════════════════════════════════════════════════════ // 4. CREATE LINES // ═══════════════════════════════════════════════════════ LineJArray := JsonHelper.ReadJArrayFromObj(ProcessedJSON, CoreTokenMgt.GetLinesTok()); foreach LineJToken in LineJArray do begin LineJObj := LineJToken.AsObject(); MyCustomLine.Init(); MyCustomLine."Document No." := MyCustomHeader."No."; MyCustomLine."Line No." := GetNextLineNo(MyCustomHeader."No."); // Read line fields MyCustomLine."Item No." := JsonHelper.ValAsTxt(LineJObj, CoreTokenMgt.GetNoTok(), false); MyCustomLine.Description := JsonHelper.ValAsTxt(LineJObj, CoreTokenMgt.GetDescriptionTok(), false); MyCustomLine.Quantity := JsonHelper.ValAsDec(LineJObj, CoreTokenMgt.GetQtyTok(), false); MyCustomLine."Unit of Measure" := JsonHelper.ValAsTxt(LineJObj, CoreTokenMgt.GetUoMTok(), false); MyCustomLine.Insert(true); // Process line dimensions and custom fields if needed ProcessLineDimensions(LineJObj, MyCustomLine); ProcessLineCustomFields(LineJObj, MyCustomLine); end; // ═══════════════════════════════════════════════════════ // 5. UPDATE CORE DOCUMENT STATUS // ═══════════════════════════════════════════════════════ UpdateCoreDocument(Document, MyCustomHeader); end; local procedure ProcessHeaderDimensions(ProcessedJSON: JsonObject; var MyCustomHeader: Record "My Custom Document Header") var CoreTokenMgt: Codeunit "DXP Core Token Mgt."; DocTransferMgt: Codeunit "DXP Document Transfer Mgt."; DimensionsJObj: JsonObject; DimSetID: Integer; begin // Read dimensions from JSON if ProcessedJSON.Contains(CoreTokenMgt.GetDimensionsTok()) then begin ProcessedJSON.Get(CoreTokenMgt.GetDimensionsTok(), DimensionsJObj); // Convert to Dimension Set ID if DocTransferMgt.GetDimSetIdFromJsonObj(DimensionsJObj, DimSetID) then begin MyCustomHeader."Dimension Set ID" := DimSetID; MyCustomHeader.Modify(true); end; end; end; local procedure ProcessCustomFields(ProcessedJSON: JsonObject; var MyCustomHeader: Record "My Custom Document Header") var CoreTokenMgt: Codeunit "DXP Core Token Mgt."; JsonHelper: Codeunit "DXP Json Helper"; CustomFieldsJArray: JsonArray; CustomFieldJToken: JsonToken; CustomFieldJObj: JsonObject; FieldName: Text; FieldValue: Text; begin // Read custom fields array if not ProcessedJSON.Contains(CoreTokenMgt.GetCustomFieldsTok()) then exit; CustomFieldsJArray := JsonHelper.ReadJArrayFromObj(ProcessedJSON, CoreTokenMgt.GetCustomFieldsTok()); foreach CustomFieldJToken in CustomFieldsJArray do begin CustomFieldJObj := CustomFieldJToken.AsObject(); FieldName := JsonHelper.ValAsTxt(CustomFieldJObj, CoreTokenMgt.GetNameTok(), false); FieldValue := JsonHelper.ValAsTxt(CustomFieldJObj, CoreTokenMgt.GetValueTok(), false); // Map to your custom fields case FieldName of 'CustomerNo': MyCustomHeader."Customer No." := CopyStr(FieldValue, 1, 20); 'DeliveryTerms': MyCustomHeader."Delivery Terms" := CopyStr(FieldValue, 1, 10); // Add more field mappings as needed end; end; MyCustomHeader.Modify(true); end; local procedure ProcessLineDimensions(LineJObj: JsonObject; var MyCustomLine: Record "My Custom Document Line") var CoreTokenMgt: Codeunit "DXP Core Token Mgt."; DocTransferMgt: Codeunit "DXP Document Transfer Mgt."; DimensionsJObj: JsonObject; DimSetID: Integer; begin if LineJObj.Contains(CoreTokenMgt.GetDimensionsTok()) then begin LineJObj.Get(CoreTokenMgt.GetDimensionsTok(), DimensionsJObj); if DocTransferMgt.GetDimSetIdFromJsonObj(DimensionsJObj, DimSetID) then begin MyCustomLine."Dimension Set ID" := DimSetID; MyCustomLine.Modify(true); end; end; end; local procedure ProcessLineCustomFields(LineJObj: JsonObject; var MyCustomLine: Record "My Custom Document Line") var CoreTokenMgt: Codeunit "DXP Core Token Mgt."; JsonHelper: Codeunit "DXP Json Helper"; CustomFieldsJArray: JsonArray; CustomFieldJToken: JsonToken; CustomFieldJObj: JsonObject; FieldName: Text; FieldValue: Text; begin if not LineJObj.Contains(CoreTokenMgt.GetCustomFieldsTok()) then exit; CustomFieldsJArray := JsonHelper.ReadJArrayFromObj(LineJObj, CoreTokenMgt.GetCustomFieldsTok()); foreach CustomFieldJToken in CustomFieldsJArray do begin CustomFieldJObj := CustomFieldJToken.AsObject(); FieldName := JsonHelper.ValAsTxt(CustomFieldJObj, CoreTokenMgt.GetNameTok(), false); FieldValue := JsonHelper.ValAsTxt(CustomFieldJObj, CoreTokenMgt.GetValueTok(), false); // Map to your line custom fields case FieldName of 'SerialNo': MyCustomLine."Serial No." := CopyStr(FieldValue, 1, 50); // Add more field mappings end; end; MyCustomLine.Modify(true); end; local procedure UpdateCoreDocument(var Document: Record "DXP Document"; MyCustomHeader: Record "My Custom Document Header") var DocumentMgt: Codeunit "DXP Document Mgt."; begin // Update the core document to link it to your created document Document.Status := Document.Status::Transferred; Document."Linked-to Record Id" := MyCustomHeader.RecordId; Document.Modify(true); // Optionally, transfer attachments from Core to your document TransferAttachments(Document, MyCustomHeader); end; local procedure TransferAttachments(Document: Record "DXP Document"; MyCustomHeader: Record "My Custom Document Header") var DocAttachment: Record "DXP Document Attachment"; MyDocAttachment: Record "Document Attachment"; InStr: InStream; begin DocAttachment.SetRange("Document No.", Document."No."); if DocAttachment.FindSet() then repeat MyDocAttachment.Init(); MyDocAttachment.ID := 0; DocAttachment."File Content".CreateInStream(InStr); MyDocAttachment.SaveAttachmentFromStream( InStr, MyCustomHeader.RecordId, DocAttachment."File Name"); until DocAttachment.Next() = 0; end; local procedure GetNextLineNo(DocumentNo: Code[20]): Integer var MyCustomLine: Record "My Custom Document Line"; begin MyCustomLine.SetRange("Document No.", DocumentNo); if MyCustomLine.FindLast() then exit(MyCustomLine."Line No." + 10000); exit(10000); end; } ``` ### Key Helper Codeunits
CodeunitPurpose
**DXP Core Token Mgt.**Provides token names for JSON fields (GetVendorNoTok(), GetDocDateTok(), etc.)
**DXP Json Helper**JSON parsing utilities (ValAsTxt(), ValAsDate(), ReadJArrayFromObj(), etc.)
**DXP Document Transfer Mgt.**Dimension processing, metadata transfer, custom field handling
**DXP Document Mgt.**Core document management (UpdateDocument(), UpdateDocumentStatus(), etc.)
--- *For questions or clarifications, please contact DEXPRO Solutions GmbH.*