Skip to main content

Rule-based next process step: routing documents to Custom Processing

Audience

This guide is intended for developers and implementers who use DEXPRO SQUEEZE in Business Central and want to control, before the actual "Custom Processing" implementation, which documents should switch to the "Custom Processing" status after validation.

Context (comes before the existing Custom Processing guide)

With this configuration you ensure that a document (depending on rules) is given the "Custom Processing" status. From that point on, the flow for custom processing described in the existing documentation takes over (creating target documents from "JSON Processed").

Further reading (next step, after this documentation):

UI terms used

The following terms correspond to the field captions used in the app:

  • "Custom Processing" = DXP Document Status / Custom Processing
  • "Next Process Step" = Next Process Step
  • "Standard document" = enum value Standard document
  • "Rule Set", "Rule Set Code" = Rule Set, Rule Set Code
  • "Rule Group", "Rule Group Code" = Rule Group, Rule Group Code

Technical background

  • There is one document class setup (DXP Document Class Setup) per document class.
  • A SQUEEZE rule set is created automatically for each document class setup (internally: field "DXP Sqz Rule Set Code").
  • A rule group code is stored in the document class setup (internally: field "DXP Sqz Next Step Rule Group").
  • When the next process step is determined, the rules of this rule group are evaluated.
  • If a rule matches and
    • Next Process Step = "Standard document" and
    • Custom Processing = Yes, then the document status is set to "Custom Processing".

Important:

  • If no rule group is stored or no rule matches, the system falls back to the default "Next Process Step" value from the document class setup.

Prerequisites

  • DEXPRO Core and DEXPRO SQUEEZE are installed.
  • You have access to the Document Class Setup (DXP Document Class Setup) page as well as the rule engine pages (rule groups / rules).

Step by step: creating and linking the "DXP Sqz Next Step Rule Group" rule group

1) Open the document class setup

  1. Open the Document Class Setup page.
  2. Select the document class for which you want to enable routing to "Custom Processing".
  3. Scroll to the Squeeze area → Rules group.

{add screenshot of Document Class Setup - Squeeze Rules here}

2) Create the rule group

  1. In Squeeze → Rules, select the "Next Process Step" field (technically: DXP Sqz Next Step Rule Group).
  2. Open the lookup (rule group list).
  3. Create a new rule group:
    • Rule Group Code: for example Next Step Rules
    • Description: for example "Routing to Custom Processing"

Note: The lookup is already filtered to the matching rule set code by the document class. You do not need to search for the rule set manually.

{add screenshot of rule group lookup here}

3) Save the rule group in the document class setup

  1. Make sure that the "Next Process Step" field in the document class setup now contains the rule group code DXP Sqz Next Step Rule Group.

{add screenshot of document class setup with rule group code here}

Step by step: creating a rule that routes to "Custom Processing"

4) Open the rules of the rule group

  1. Open the rule group DXP Sqz Next Step Rule Group you just created.
  2. Choose the "Show Rules" action (opens the rules of this rule group).

{add screenshot of Show Rules action here}

5) Create a new rule

  1. Create a new rule.
  2. Set a meaningful priority (lower value = higher priority, if your environment is configured that way).
  3. Define the conditions (rule conditions) that must match.

[Best Practice] Start with a very clear, testable condition (for example based on document type, vendor, amount thresholds, company, etc.) before you build complex rule chains.

{add screenshot of new rule here}

6) Set the SQUEEZE-specific fields (decisive for "Custom Processing")

On the rule card there is a "DEXPRO Squeeze" area (CardPart). Set the following there:

  1. Next Process Step = "Standard document"
  2. Custom Processing = Yes

Result:

  • When this rule matches, the document status is set to "Custom Processing".

{add screenshot of rule card DEXPRO Squeeze area here}

Optional:

  • Account Assignment Code (if you additionally want to control account assignment logic via rules; independent of the Custom Processing routing).

Checks / troubleshooting

The document does not end up in "Custom Processing"

Work through these points:

  1. Is the rule group stored? The rule group code must be set in the document class setup (otherwise the system falls back to the default "Next Process Step").
  2. Does a rule match? If no rule matches, the next process step is not overwritten.
  3. Is "Custom Processing" set AND Next Step = "Standard document"?
    • If "Custom Processing" = Yes but Next Step ≠ "Standard document", the status is not set to "Custom Processing".
  4. Can you not see the "DEXPRO Squeeze" area on the rule card?
    • Then you are most likely in a rule set that does not belong to the document class setup (source table).
    • It is best to create the rule group via the lookup from the document class setup. This saves you the detour via the general rule management.

The document ends up in "Done" instead of "Custom Processing"

If a rule matches and Next Process Step is set to a value other than "Standard document", the status may be set to "Done" (which skips further processing). Therefore check the Next Step selection in the rule. This is the case, for example, when the Breeze Interface app is used.

Afterwards (transition into the existing documentation on custom document creation)

As soon as a document is in the "Custom Processing" status, it is ready for processing:

  • Read "JSON Processed" from DXP Document
  • Create target documents
  • Set the final status

No comments to display

Back to top