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Working with Document Inbound

Document Inbound is a solution for managing all external document inputs into Document Central via the inbound lists. This solution allows for the organization, assignment, and manual review of incoming documents. It also provides the option to log all incoming documents centrally to ensure complete traceability.

Returning Documents

Documents can be returned in various ways:

  • Via barcode labels,
  • Directly printed barcodes, or
  • QR codes through the input lists.

Additionally, documents can be returned with metadata in the filename. The return process can be either automatic or manual, with the employee performing a visual check in the input list. Barcodes generated from Business Central will be automatically recognized and processed upon return.

Splitting Documents

The app allows documents containing barcodes to be split in various ways. This can be done both automatically and manually.

Automatic Splitting

Documents can be processed automatically in the Document Inbound - Document Import / Split Bot Job Queue. Here, the documents are automatically imported and split according to the predefined configuration.

Manual Splitting

Alternatively, documents can be manually uploaded to the input list and split manually there. This method gives users more control and flexibility.

Assigning Documents

There are two main methods for assigning documents:

  • Barcode Assignment: In this method, the recognized barcode is matched with the barcode input table, and the document is stored in the corresponding Business Central record.
  • Filename Assignment: This method uses configurable placeholders to extract values from the filename of the imported documents and assign the document to the correct Business Central record based on these values.

See also