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Setup & Enabling

Overview

The Dynapro Electronic Documents Setup page is the central configuration for the whole solution. An administrator enables the app, wires up the document formats and sending profiles, schedules the import and export jobs, and sets behaviour toggles. Open it by searching for Dynapro Electronic Documents Setup in Business Central.

Prerequisites

  • The Dynapro EDI app and its dependencies (E-Document Core, PEPPOL) are installed.
  • The Dynapro EDI Setup permission set is assigned to the administrator.
  • All existing documents that should not be re-sent are marked as sent (required before enabling).

Enabling the App

  1. Open Dynapro Electronic Documents Setup.
  2. Turn on Enable Dynapro Electronic Documents.
  3. Confirm the prompt to mark existing documents as sent. The app cannot be enabled until all existing documents are marked as sent.
  4. The app creates the required Electronic Document Formats, sets the PEPPOL sending profile, and creates a job queue category and two recurring job queue entries — Import Files and Export Files — both On Hold.
  5. Open the Job Queue Entry action and set the entries Ready to start automatic import and export.

General Settings

Setting Description
Include PDF in EHF File Embeds the BC invoice or credit memo report as an encoded PDF in the EDI file.
Validate Peppol Registration Checks that the recipient is registered in PEPPOL before sending.
Use BBAN instead of IBAN Uses the basic bank account number instead of the IBAN in the XML.
Use Swift Code in PEPPOL Documents Uses the SWIFT code instead of the bank branch number.
Use Currency Bank Accounts Uses the default bank account for documents in a foreign currency.
Use Invoice No. as Payment ID Uses the invoice number as the payment ID in the XML.
EHF Document Sending Profile The sending profile used for EHF documents.
Incoming Electronic Format / Outgoing Electronic Format The formats used for incoming and outgoing documents.
Automatically Send Emails Emails posted invoices and credit memos to customers with an email sending profile.
Automatically Send to Printer Prints posted invoices and credit memos for customers with a print sending profile.

Incoming Sales Orders

Setting Description
Receive Incoming Orders Turns on order reception and inserts the order import formats.
Sales Order No. Series The number series for sales orders created from EDI orders.
Automatically create Sales Orders from EDI Orders Creates the sales order as soon as an EDI order is received.
Convert UoM to Sales UoM Converts the unit of measure to each item's sales unit of measure.

See Inbound EDI Orders.

Incoming Invoices and Credit Memos

Setting Description
Forward Incoming Invoices and Credit Memos to an Email Address Forwards received EHF invoices and credit memos to an email address, for example for import into a capture solution.
Recipient Email Address The email address that receives forwarded invoices.

Direct EDI

Setting Description
Enable Direct EDI Routes selected documents straight to the access point, bypassing the document exchange service. Inserts the Direct EDI formats.
EDI Electronic Document Format The format used for Direct EDI.
Direct EDI Document Sending Profile The sending profile used for Direct EDI.

Setup Actions

Action Purpose
Job Queue Entry View or edit the import and export jobs, including how often they run.
Setup Electronic Document Formats Creates the electronic document formats the app needs.
Assign PEPPOL Sending Profile to Eligible Customers Sets the PEPPOL sending profile on all customers eligible for PEPPOL billing.