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Berechtigungssätze
Um die Module nutzen zu können, muss den jeweiligen Anwendern der passende Berechtigungssatz zugewiesen werden. Folgende werden mit ausgeliefert: DXP Core Admin - DEXPRO Core Administrator DXP Core User - DEXPRO Core Benutzer DXP SQUEEZE Admin - DEXPRO S...
Supported Microsoft Dynamics 365 Business Central versions
Microsoft Dynamics 365 Business Central integration is possible from the following version due to minimum technical requirements: Supportet Microsoft Dynamics 365 Business Central Versions The prerequisite for operation is that the respective Microsoft Dynam...
Supported SQUEEZE versions
The integration of SQUEEZE in Microsoft Dynamics 365 Business Central requires a licensed SQUEEZE system from version 2.10.0 for operation.
Licenses
Microsoft Information about the Microsoft Business Central licenses. SQUEEZE The DEXPRO SQUEEZE system that should be connected to Business Central requires a valid customer license.
Setup Wizard
When the SQUEEZE setup is opened for the first time, you will be greeted by the SQUEEZE setup wizard. This wizard guides the user step by step through the different facilities of the module. Start Selection SQUEEZE system In this step the URL of the SQUE...
Permission sets
In order to use the modules, the appropriate authorization set must be assigned to the respective users. The following are supplied with: DXP Core Admin - DEXPRO Core Administrator DXP Core User - DEXPRO Core User DXP SQUEEZE Admin - DEXPRO SQUEE...
DEXPRO Core
The DEXPRO Core manages the individual DEXPRO apps and their documents per client. All documents that have been entered and processed via the various DEXPRO modules in Microsoft Dynamics 365 Business Central are displayed. A global number series, which is use...
SQUEEZE Setup
In the SQUEEZE setup, both the connection to the SQUEEZE system and the processing within the app are set up. Menu Home 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...
Vendor Related Setup
In this setup, vendor-specific settings are made per SQUEEZE document class. This is done for vendors that deviate from the set client standard. In addition to the auto-completion of positions, deviating amount and quantity tolerances can also be set up here....
Document Classes Setup
In the SQUEEZE document class setup, the mapping between the respective document class and your export interface is done. Furthermore, the field mapping of each document class is downloaded here, creating a set of standard fields and their usage in Microsoft D...
Field Mapping
In Metadata Mapping, the field mapping of each document class is downloaded, creating a set of standard fields and their usage in Microsoft Dynamics 365 Business Central. Metadata assignment Additional SQUEEZE fields which deviate from the standard add. ...
SQUEEZE Document Overview
The document overview lists all documents that have been read by SQUEEZE. By double-clicking with the mouse or via Edit/View, a single document is opened in the validation view. Start Download Documents now This function is used to manually execute the...
SQUEEZE Document Validation
Voucher validation is the main working area of the application. Here the user checks the read documents, completes and confirms missing information. Menu Process Open field training The supplier-specific field training is opened over here. Open line training ...
Vendor-specific Training
Training represents an essential optimization component of processing. If data is not clearly recognized by the system, supplier-specific training can be applied, which increases the degree of automation when entering invoices. When the training mode is star...
Document Split
The separator function is mainly intended for email invoices. When suppliers do not adhere to the email invoice delivery default (one invoice per PDF file). In the new window, a dialog is started to separate the documents from each other and thus turn one doc...
Order & Goods Receipt Reconciliation
The purchase order & goods receipt comparison checks the read out document items and compares them with all purchase order & goods receipt lines based on the read out purchase order numbers of the document. The order comparison can only be opened if SQUEEZE h...
Import Order / Goods Receipt Lines
Get items from purchase order / goods receipt Menu Add to import preview This transfers all selected lines to the import preview. Selected lines are represented by a green check mark . Delete selected preview line This removes all selected lines from th...
Viewer
Der Viewer bietet die Möglichkeit Textinhalte direkt aus dem Dokument zu übernehmen, sofern diese nicht automatisch gelesen wurden. Die so genannte Lasso-Funktion wird mit der rechten Maustaste ausgelöst. Um einen Wert in ein Feld zu übernehmen, ist das Feld ...