SQUEEZE Setup

In the SQUEEZE setup, both the connection to the SQUEEZE system and the processing within the app are set up.

Menu

Process

Setup Wizard

This is used to start the setup wizard. This guides the user step by step through all menu items.

Get API key

This function is used to set the API key for the configured API name from the connected SQUEEZE system.

Create jobs

The automated retrieval and processing of documents from SQUEEZE requires the setup of a background job. This can be done in via this function.

Copy setup

This copies the setup to other clients.

Master data

Initially Upload master data

Via the function "Upload master data for the first time" all accounts payable and accounts payable bank accounts are transferred to SQUEEZE for the first time.

Navigation

SQUEEZE links

Using the SQUEEZE links menu item, you can see which vendor/vendor bank account has which ID on the squeeze page.

User specific setup

This menu item is used to access the user-specific setup. In this, different rules can be stored for each user.

Import queue entries

This menu displays a list of SQUEEZE vouchers that are ready to be imported into the SQUEEZE for BC app. By changing the system filter it is also possible to view already imported vouchers.

Vendor related setup

Via this menu item you reach the vendor-related setup. In this, deviating rules can be deposited per creditor.

Document classes setup

Via this menu item you reach the setup for the SQUEEZE document classes.

Fasttabs

General

In this Fasttab you can activate/deactivate the use of this app. Additionally you can see the version of the connected SQUEEZE system.

API

In this Fasttab the URL of the SQUEEZE system is specified. Furthermore, an API name is set and the corresponding API key is entered via the "Get API key" function.

Master data

To improve the quality of the readout, SQUEEZE requires the accounts payable information from Microsoft Dynamics 365 Business Central. In this Fasttab you enable/disable the master data Synchronization to SQUEEZE.

In the field "Client Master Data Tables Id" the ID of the SQUEEZE Company table is specified.

In the field "Creditor Master Data Tables Id" the ID of the SQUEEZE Creditor table is specified.

Number series

The number series for the SQUEEZE covers is indicated here.

Background jobs

The automated retrieval and processing of documents from SQUEEZE requires the setup of a background job. For this, the code unit 70954640 "DXP SQUEEZE Scheduled Tasks" is entered in the task queue item.

This background job is created automatically after the setup wizard is completed.

Job queue entries

Codeunit 70954640 "DXP SQUEEZE Scheduled" is entered as an item in the job queue entries.