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Working with B2Brouter

After setup, users can send documents directly from Document Dispatch via B2Brouter. Additionally, documents can be validated, the current processing status can be viewed, and other B2Brouter functions can be utilized directly from Business Central. The following sections describe the key workflows when working with B2Brouter.

Sending a Document via B2Brouter

  1. Open a document that is to be sent via B2Brouter.
  2. Start the sending process through the Document Dispatch Factbox. To do this, click on Document Dispatch in the Factbox to open the dropdown menu. You can either send the document directly or start the sending as a Dialog Send to review and adjust the sending information before sending if necessary.
  3. Ensure that a sending profile with the output type B2Brouter is used. If multiple sending profiles are set up for the current area, a selection window will open where you can choose the desired sending profile.
  4. If you started the sending via Dialog Send, you can review and adjust the sending information, attachments, and preview before sending. In a direct send, this information is not displayed. The document is sent immediately with the settings stored in the sending profile.
  5. Confirm the sending.

Validation

Validation can be automatically performed in the dialog if Automatic Validation in Dialog is enabled in the Sending Profile Output Type Setup. If this option is disabled, validation can be manually initiated if needed via the Document Dispatch - Dialog Send using the Validate Document action.

Sending Information in B2Brouter Dialog Send

In the Sending Information area, the results of the document validation are displayed. After validation, you can check whether the document meets the technical and business requirements of the selected e-invoice format.

Document Information

  1. Document No.

    • Displays the number of the document to be sent.

  2. Model

    • Displays the document type used for sending, such as Invoice for invoices or Credit Note for credit notes.

  3. Document Type

    • Displays the document type used for sending and validating the document. The displayed value is determined based on the settings in the used sending profile and dictates which validation rules are applied.

Validation Status

  1. Overall Status

    • Displays the overall result of the validation. The status is shown as Valid if all checks performed were successful. If errors are found during validation, the status is displayed as Invalid. The status display is also color-coded for better clarity, for example, green for valid and red for invalid documents.

  2. XSD Status

    • Displays the result of the XSD Validation (XML Schema Definition). This checks whether the XML structure of the document conforms to the defined schema. This includes checking elements, attributes, data types, and mandatory fields.

  3. Schematron Status

    • Displays the result of the Schematron Validation. This checks business rules that go beyond the pure XML structure. This includes calculation rules, dependencies between fields, mandatory field combinations, and permissible values from code lists.

  4. Schematron Rules

    • Displays the Schematron rule sets that were applied during validation. Depending on the document type used and the requirements of the recipient country, different rule sets may be executed, such as EN 16931, Peppol BIS, or country-specific extensions like XRechnung. Based on the displayed rules, you can understand which checks were used for the business validation of the document.

Processing via the Job Queue and Delayed Sending

B2Brouter documents can either be sent immediately or queued for later processing.

  • When using direct sending, the document is transferred to B2Brouter immediately.
  • In delayed sending, the document is first stored in a queue.
  • Documents in the queue are then automatically sent by the job queue.

If the option for delayed sending is enabled and a sending fails, the entry remains in the queue. This allows the sending to be retried later after the issue has been resolved.

Read about the configurations you need to make to perform Immediate Sending, Delayed Sending, or Automatic Sending in Setting up B2Brouter Dispatch Profile.

B2Brouter Actions

The following actions are available for B2Brouter queue entries:

  • B2Brouter Information: displays the stored B2Brouter response details.
  • Update B2Brouter Status: queries the current status from B2Brouter and updates the stored information.

B2Brouter Status Behavior

The queue status shows the current process step:

  • Sending after successful start of transmission.
  • Sent after successful completion of the sending process.
  • Error in case of validation or transmission errors.

Provider feedback can be updated from the queue and then viewed.

Updating B2Brouter Status

Follow these steps to update the status of an invoice sent via B2Brouter:

  1. Open the Document Dispatch Role Center.
  2. Open the Document Dispatch Sending Entries page.
  3. Select the entry whose B2Brouter status you want to check.
  4. Click on B2Brouter Information in the action bar.
  5. The current B2Brouter status is displayed in the General information tab.
  6. Click on Update B2Brouter Status.
  7. After the update, the current status is retrieved from the B2Brouter portal and displayed.

The displayed status corresponds to the current processing status of the invoice in the B2Brouter portal.

Viewing B2Brouter Information

Follow these steps to view the B2Brouter information:

  1. Open the Document Dispatch Role Center.
  2. Open the Document Dispatch Sending Entries page.
  3. Select the entry whose B2Brouter status you want to check.
  4. Click on B2Brouter Information in the action bar.

Info

Detailed descriptions of the displayed B2Brouter information can be found under B2Brouter Information

Factbox Status Counter

If the option B2Brouter Sent Counter is enabled in the Document Dispatch Module Setup under the Factbox Setup area, an additional B2Brouter Counter for the current record will be displayed in the Factbox.

  • The B2Brouter Counter shows the number of associated B2Brouter entries for the current record.
  • The display only considers entries processed via the output type B2Brouter.
  • Additionally, the Factbox provides a quick overview of the existing sending statuses, such as Sent, Sending in Progress, Error, Waiting, or Draft.

See also