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Setting up a Configuration

Barcode configurations are used for document processing in Business Central. Document Inbound lets you configure barcode processing, inbound list assignment, and email address assignment.

Document Distributor option

This option lets you distribute documents automatically based on configurable rules instead of importing them straight into a specific inbound list. It is a middle step between import → inbound list that enables an automated flow to route documents to the right lists.

Document Distributor enabled

When Document Distributor is enabled in the import configuration:

  • Imported documents are first created as Distribution Entries
  • Configured distribution rules determine the final destination
  • The Inbound List field is hidden (not required)
  • Documents can be forwarded to different companies and inbound lists
  • Enables intelligent, rule-based distribution

Typical uses: - Multi-company environments - Complex distribution scenarios - Automatic categorization and forwarding - Integration with Smart Processing for AI-assisted distribution

Document Distributor disabled (traditional mode)

When Document Distributor is disabled:

  • Documents are imported directly into the selected Inbound List
  • The Inbound List field is visible and required
  • Traditional (legacy) behavior
  • Good for simple, direct import scenarios

Note: Existing import configurations keep working as before. The Document Distributor option is disabled by default.

See also: Document Distributor.

Creating a Configuration with splitting of Documents

The following steps need to be completed to create a Configuration with the splitting of Documents.

  1. Click on Setup in the ribbon bar and execute the action Import Configurations.
  2. Execute the action New in the ribbon bar to start the Configuration List Wizard.
  3. To start the Configuration List Wizard click on Begin
  4. Specify the configuration code by entering a code in the Configuration Code field.
  5. Specify an info tag (if it is necessary) by entering the tag in the Info Tag field, for further filtering of the data.
  6. Enable the option Search for Barcode to use the configuration for splitting of documents.
  7. Specify if the Exclude Page with Barcode option should be enabled or disabled and specify the dots per inch in the Dots Per Inch (DPI) field.
  8. Click on Next to continue.
  9. Configure the barcode splitting options for the splitting process.
  10. Click on Next to continue.
  11. Optional: Enable Document Distributor if you want automatic distribution based on rules. If enabled, skip step 12.
  12. Choose the inbound list and the error inbound list that should be used for the imported documents (only when Document Distributor is disabled).
  13. Select an email address that should be used for the imported documents in the next step.
  14. Once you have selected the e-mail address, you can specify whether the e-mails imported from Document Inbound should be moved to the Recycle Bin in Outlook.
  15. Decide if this configuration should be activated or not and click on Finish to complete the configuration.

Creating a Configuration without splitting of Documents

The following steps need to be completed to create a Configuration without the splitting of Documents.

  1. Click on Setup in the ribbon bar and execute the action Import Configurations.
  2. Execute the action New in the ribbon bar to start the Configuration List Wizard.
  3. To start the Configuration List Wizard click on Begin
  4. Specify the configuration code by entering a code in the Configuration Code field.
  5. Specify an info tag (if it is necessary) by entering the tag in the Info Tag field, for further filtering of the data.
  6. Disable the option Search for Barcode to skip the configuration part for splitting of documents.
  7. Optional: Enable Document Distributor if you want automatic distribution based on rules. If enabled, skip step 8.
  8. Choose the inbound list and the error inbound list that should be used for the imported documents (only when Document Distributor is disabled).
  9. Select an email address that should be used for the imported documents in the next step.
  10. Once you have selected the e-mail address, you can specify whether the e-mails imported from Document Inbound should be moved to the Recycle Bin in Outlook.
  11. Decide if this configuration should be activated or not and click on Finish to complete the configuration.

See also