Overview¶
Overview¶
Dynapro Electronic Documents (Dynapro EDI) exchanges business documents electronically with your trading partners. It sends posted sales and service invoices and credit memos, sales order confirmations, and BEAst despatch advice, and it receives incoming orders and turns them into Business Central sales orders. It also publishes product catalogs.
The app builds on Microsoft's E-Document Core and PEPPOL framework. Documents are generated with the standard PEPPOL export codeunits and delivered either through the platform's document exchange service or through a connected access point provider such as Logiq.
What You Can Exchange¶
| Document | Direction | Standard |
|---|---|---|
| Sales invoice / credit memo | Outbound | EHF / PEPPOL BIS3 |
| Service invoice / credit memo | Outbound | EHF / PEPPOL BIS3 |
| Sales order confirmation | Outbound | EHF |
| Despatch advice (package slip) | Outbound | BEAst |
| Purchase order (to vendors) | Outbound | EHF |
| Order | Inbound | PEPPOL / EHF |
| Order change | Inbound | PEPPOL / EHF |
| Product catalog | Outbound | PEPPOL |
User Roles¶
| Role | Who | Typical tasks |
|---|---|---|
| Sales / order administrator | Order desk | Processes incoming EDI orders into sales orders, sends order confirmations, adds freight lines, watches the activity cue. |
| EDI coordinator | Integration owner | Monitors Electronic Document Transactions, retries or cancels failed transactions, maintains EDI Catalogs, runs test transactions. |
| Administrator | Business Central admin | Configures Dynapro Electronic Documents Setup, enables the app, sets up formats, sending profiles, and job queues, and assigns permissions. |
Permissions are covered in Providers & Permissions.
How Documents Flow¶
Trading partner ──PEPPOL/Access point──► Import job ──► EDI Order ──► Sales Order
│
Business Central ──Post invoice──► Export job ──► Transaction Entry ──Access point──► Trading partner
- Inbound: a scheduled job downloads files into Electronic Document Transactions, parses each into an EDI Order, and (optionally) creates a sales order.
- Outbound: posting a document (or a manual action) generates the electronic file, records a Transaction Entry, and delivers it to the access point.
Key Concepts¶
| Concept | Meaning |
|---|---|
| GLN | The Global Location Number that identifies a trading partner. Customers and vendors are matched by GLN. |
| Document Sending Profile | The standard Business Central profile on a customer that decides the format and delivery method used. |
| Electronic Document Format | Maps a document type and direction to an export or import codeunit. |
| Transaction Entry | One row in the transaction log for each file sent or received, with status and errors. |
| Access point | The service that physically transports documents to the PEPPOL network (for example, Logiq). |