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Setting Up B2Brouter Shipping Profile

The shipping profile controls how documents are transmitted to B2Brouter. Here you specify that the shipping profile uses the output type B2Brouter and configure additional options for validation and error handling during transmission.

Create a New Shipping Profile for B2Brouter

If no suitable shipping profile exists, you can create a new shipping profile for transmission via B2Brouter and then configure it.

  1. Open Shipping Profiles via Setup.
  2. Create a new shipping profile by clicking + New in the menu bar.
  3. Choose a suitable code as the name for your new shipping profile. This serves to distinguish the shipping profile from other shipping profiles and should describe the application area as clearly as possible.
    • Example: G-V-RG_B2BJson_Peppol (Booked sales invoice as B2Brouter JSON via the Peppol network)
  4. Set the Output Type to B2Brouter.
  5. Open the Output Type Setup.
  6. Activate the Use JSON Schema toggle.
  7. Select the desired JSON schema under eDocument Code. If you have not yet created a JSON schema, you can find detailed instructions for creating a JSON schema under Setting Up a JSON Schema.
  8. Choose the desired transport type for the document transmission under Transport Type. The transport type specifies which network or service the electronic document is transmitted to the recipient.
  9. Select the type of electronic document to be used for transmission under Document Type. The document type defines the format of the electronic document, such as XRechnung or Peppol BIS Invoice.

If you have not yet set up a shipping profile, you can find detailed instructions for creating and configuring shipping profiles under Setting Up a Shipping Profile.

  1. Configure the following options as needed:
    • Automatic Validation in Dialog: Indicates whether the selected document should be automatically validated when opening the send dialog. If the option is disabled, validation can still be manually initiated by the user. If the option is enabled, validation occurs automatically via the B2Brouter API.
    • Automatic Deletion on Error: Indicates whether B2Brouter drafts created during validation should be automatically deleted in case of errors. During validation, B2Brouter creates a draft to check the document. If the option is enabled, this draft is automatically removed if validation fails or errors are detected. If the option is disabled, the draft must be manually deleted via the B2Brouter delete action or the B2Brouter portal.

Configure Existing Shipping Profile for B2Brouter

If a shipping profile already exists, you can adjust it for transmission via B2Brouter. The output type will be switched to B2Brouter, and the desired options for validation and error handling will be configured.

  1. Open Shipping Profiles via Setup.
  2. Select an existing shipping profile.
  3. Set the Output Type to B2Brouter.
  4. Open Output Type Setup.
  5. Activate the Use JSON Schema toggle.
  6. Select the desired JSON schema under eDocument Code. If you have not yet created a JSON schema, you can find detailed instructions for creating a JSON schema under Setting Up a JSON Schema.
  7. Choose the desired transport type for the document transmission under Transport Type. The transport type specifies which network or service the electronic document is transmitted to the recipient.
  8. Select the type of electronic document to be used for transmission under Document Type. The document type defines the format of the electronic document, such as XRechnung or Peppol BIS Invoice.

  9. Already defined attachments remain and may need to be adjusted.

  10. Configure the following options as needed:

    • Automatic Validation in Dialog: Indicates whether the selected document should be automatically validated when opening the send dialog. If the option is disabled, validation can still be manually initiated by the user. If the option is enabled, validation occurs automatically via the B2Brouter API.
    • Automatic Deletion on Error: Indicates whether B2Brouter drafts created during validation should be automatically deleted in case of errors. During validation, B2Brouter creates a draft to check the document. If the option is enabled, this draft is automatically removed if validation fails or errors are detected. If the option is disabled, the draft must be manually deleted via the B2Brouter delete action or the B2Brouter portal.

Info

When sending an invoice to B2Brouter, a PDF version of the invoice is automatically created in the B2Brouter portal. This can be downloaded at any time via the B2Brouter portal.

Optionally, you can also transmit a PDF file with your own company layout as an attachment. This is also available for download to the recipient in the B2Brouter portal.

B2Brouter Output Type Setup

In the B2Brouter output type setup, you specify how the transmission of documents to B2Brouter occurs. Here you can configure the transport type and document type, as well as set options for validation and error handling.

Field Description
Use JSON Schema Uses an eDocuments schema in JSON format for creating the B2Brouter request.
Transport Type Specifies the transport type used for transmitting the document to B2Brouter.
Document Type Specifies the document type used when transmitting to B2Brouter.
Automatic Validation in Dialog Validates the selected document in the send dialog before transmission to B2Brouter occurs.
Automatic Deletion on Error Automatically removes the transmitted entry if an error occurs during transmission to B2Brouter.

Checkbox Options

Checkbox Description
Enables sending via the Factbox Activates sending via the Document Dispatch Factbox and enables the Factbox itself. If you do not need this feature, disable this option.
Enables automatic sending Activates the automatic sending of the shipping profile. If enabled, converting or posting the corresponding Business Central document triggers the sending process.
Processing via the Job Queue Entry 'Document Dispatch - Preparing Pending Entries' Indicates whether document creation should be processed via the Job Queue. This option improves performance by processing document creation in the background rather than during document conversion. To use this feature, you must enable Automatic Sending. This option only makes sense if you want to send attachments in your B2Brouter shipping profile.
Enable confirmation for automatic sending Requires confirmation before the automatic sending continues. If enabled, authorized users must confirm the sending before the process continues. The entry initially receives the status "Confirm".
Use dynamic setup Activates the dynamic setup, which uses dynamic business partner mappings to identify the recipient and their email address. For more details, see the section Setting Up a Document Dispatch Shipping Profile.
Default Language Code Specifies the default language code used to identify the language.
Page Specifies the page associated with the selected table. This page is used in the Document Dispatch Queue and allows users to open the Business Partner Record directly from the queue entry.

Adding Attachments to B2Brouter

When sending a document via B2Brouter, additional attachments can be transmitted with the e-invoice. The attachments are transmitted along with the e-invoice to B2Brouter and are subsequently available for download to the recipient in the B2Brouter Portal.

Follow these steps to add an attachment to a shipping profile:

  1. Open Shipping Profiles via Setup.
  2. Select a shipping profile that uses the output type B2Brouter.
  3. Navigate to the Document Dispatch - Shipping Profile Attachment section.
  4. Select the desired Attachment Type.
  5. Provide a meaningful Description so that the purpose of the attachment can be understood later.
  6. Select the desired Object. For example, if you want to send a report, specify the corresponding Report ID here.

For more information on creating and configuring attachments, see Setting Up Shipping Profile Attachments.

See also