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Setting up Output Type FTP

With Document Dispatch, you can automatically make invoices or other business-related documents available on an FTP server. This feature enables secure and structured file transfer, ensuring recipients have access to the required documents at any time. By integrating into existing workflows, Document Dispatch reduces manual effort and provides an efficient, reliable way to distribute invoices or other document types.

Follow the steps below to set up a FTP output type:

  1. We start in the Document Dispatch - Administrator role.
  2. Open Dispatch Profiles from the Setup menu in the ribbon bar.
  3. Press New to create a new Document Dispatch profile.
  4. Enter a name in the Code field to clearly indicate the purpose of this setup. This ensures that the configuration can be easily identified for the intended type of sending.
  5. Choose FTP as an Output Type.
  6. Select a table from which documents should be sent using this Dispatch profile.
  7. Apply the tab settings you like to use in the checkboxes beside it.

Checkbox Options for Output Type FTP

Checkbox Description
Enable Document Dispatch Factbox Sending Enables the sending via the Document Dispatch Factbox and activates the Factbox itself. If you do not require this functionality, disable this option.
Enable Attachment Selection for Document Dispatch Factbox Sending Specifies whether the attachment selection is displayed. If enabled, a pop-up window will appear during the sending process, allowing users to select attachments that need to be sent.
Enable Automatic Sending Enables automatic sending of the Dispatch Profile. If enabled, converting or posting the respective Business Central document will trigger the sending process. This feature is only available for standard sales and purchase processes.
Process Via Job Queue Specifies whether document creation should be processed via the job queue. This option enhances performance by handling document creation in the background rather than during document conversion.
Enable Sending Confirmation for Automatic Sending Requires confirmation before automatic sending proceeds. If enabled, users must confirm the Document Dispatch queue before the process continues.
Use Dynamic Setup Enables the dynamic setup, which utilizes dynamic business partner mappings to identify the recipient and their email address. More details can be found in the Dispatch Profile Configuration section.
Check for Unsend Entries Enables the Dispatch Profile for sending Unsend Dispatch Entries on the Unsend Dispatch Entries page. If it is not active the Profile will not be considered.
Create Unsend Entries Enables the creation for Unsent Dispatch Entries for the table of the Dispatch Profile if no valid Profile is found during the posting process.
Default Language Code Specifies the default language code used for identifying the language.
Page Specifies the page linked to the selected table. This page is used in the Document Dispatch Queue, allowing users to open the business partner record directly from the queue entry.

Output Type Setup

The Output Type Setup defines how documents are sent using the selected output method. For example, when using Email, you can configure the basic settings required to send documents by email

Follow the steps below to open Output Type Settings:

  1. We start in the Document Dispatch - Administrator role.
  2. Open Dispatch Profiles from the Setup menu in the ribbon bar.
  3. Select the Dispatch Profile with the Output Type FTP.
  4. In the ribbon, click Output Type Settings to open the configuration page.

FTP

This screen lets you set up FTP details for document dispatch. You define the host name, user credentials, protocol (SFTP), and output path. Additional options include port, timeout, security settings, and features like creating date-based subfolders.

Test FTP Connection

Once the FTP server configuration has been created, the connection can be tested using the “Test FTP Connection” option.

  1. We start in the Document Dispatch - Administrator role.
  2. Open Dispatch Profiles from the Setup menu in the ribbon bar.
  3. Select the Dispatch Profile with the Output Type FTP.
  4. In the ribbon, click Output Type Settings to open the configuration page.
  5. After setting up your FTP server, click Test FTP Connection in the menu bar.

Succsess

If you receive the following message, the connection to the FTP server has been successfully established:

  • The connection was successful. A file named Test.txt has been uploaded to the FTP server at the configured FTP output path.

When the connection is not successful, you will receive an error message indicating the specific issue

Create a Dispatch Profile Attachment

After creating the Dispatch Profile, the next step is to configure an Attachment. There are different types of attachments available, such as:

Attachment Type Description
Report This type allows you to attach a predefined report from the system.
File This type allows you to attach a File.
Codeunit This type allows you to attach a Codeunit attachment.
Report/Codeunit --
Report Selection This type allows you to select a specific report.
Document Central for Dispatch This type allows you to attach documents from Document Central.