Skip to content

Setting Up an Attachment for a Codeunit Dispatch Profile

Info

In document dispatch, it is possible to add individual documents to the dispatch profile. To enable the use of the Codeunit dispatch profile attachment, a Codeunit must be programmed. This activates the attachment type "Codeunit". An example of how this can be done can be found here: Codeunit Example.

Steps to Set Up a Codeunit Attachment Type

Follow these steps to set up an attachment for a Codeunit dispatch profile:

  1. Start with the role "Document Dispatch - Administrator".
  2. Open Dispatch Profiles from the "Setup" menu in the ribbon, and select "Dispatch Profiles".
  3. Select the dispatch profile in which the Codeunit attachment is to be defined.
  4. Add a new line in the Dispatch Profile Attachment and select the attachment type "Codeunit".
  5. Use the search in the Object field to select the desired Codeunit.
  6. Click on the Options action in the ribbon.
  7. Enter the desired file label in the Field Label field and select it.

Using the Basic PDF Attachment Configuration for Codeunit Attachments

To use the Basic PDF Attachment Configuration for Codeunit attachment types, it is necessary to define the documents as PDF files.

Steps to Define the Attachment as a PDF File

Follow these steps to configure the attachment type as a PDF file:

  1. Start with the role "Document Dispatch - Administrator".
  2. Open Dispatch Profiles from the "Setup" menu in the ribbon, and select "Dispatch Profiles".
  3. Select the dispatch profile in which the Codeunit attachment is to be set.
  4. Add a new line in the Document Dispatch - Dispatch Profile Attachment and select the attachment type "Codeunit".
  5. Click on the Options action in the ribbon.
  6. Choose the type PDF or PDFA3.

Steps to Define a Watermark for the PDF File

Follow these steps to add a watermark to the PDF file:

  1. Start with the role "Document Dispatch - Administrator".
  2. Open Dispatch Profiles from the "Setup" menu in the ribbon, and select "Dispatch Profiles".
  3. Select the dispatch profile in which the Codeunit attachment is to be set.
  4. Add a new line in the Document Dispatch - Dispatch Profile Attachment and select the attachment type "Codeunit".
  5. Click on the Options action in the ribbon.
  6. Perform the Import PDF Watermark action in the ribbon.
  7. Select the desired watermark file.
  8. Choose the corresponding watermark addition in the Watermark Addition field.

Steps to Define Letterhead for the PDF File

Follow these steps to define letterhead for the PDF file:

  1. Start with the role "Document Dispatch - Administrator".
  2. Open Dispatch Profiles from the "Setup" menu in the ribbon, and select "Dispatch Profiles".
  3. Select the dispatch profile in which the Codeunit attachment is to be set.
  4. Add a new line in the Document Dispatch - Dispatch Profile Attachment and select the attachment type "Codeunit".
  5. Click on the Options action in the ribbon.
  6. Perform the Import PDF Letterhead action in the ribbon.
  7. Select the desired letterhead file.
  8. Choose the corresponding letterhead addition in the Letterhead Addition field.

Steps to Configure PDF/A-3 Conversion

Follow these steps to configure the PDF/A-3 conversion:

  1. Start with the role "Document Dispatch - Administrator".
  2. Open Dispatch Profiles from the "Setup" menu in the ribbon, and select "Dispatch Profiles".
  3. Select the dispatch profile in which the Codeunit attachment is to be set.
  4. Add a new line in the Document Dispatch - Dispatch Profile Attachment and select the attachment type "Codeunit".
  5. Click on the Options action in the ribbon.
  6. In the Codeunit PDF Type field, select the option PDF/A-3.

Steps to Add an eDocuments Attachment to the PDF File

Follow these steps to add an eDocuments attachment to the PDF file:

  1. Start with the role "Document Dispatch - Administrator".
  2. Open Dispatch Profiles from the "Setup" menu in the ribbon, and select "Dispatch Profiles".
  3. Select the dispatch profile in which the Codeunit attachment is to be set.
  4. Add a new line in the Document Dispatch - Dispatch Profile Attachment and select the attachment type "Codeunit".
  5. Click on the Options action in the ribbon.
  6. In the Codeunit PDF Type field, select the option PDF/A-3.
  7. Navigate to the PDF/A-3 tab.
  8. Select the attachment type eDocuments.
  9. Set the File Name to factur-x.xml.
  10. Define the eDocuments schema for ZUGFeRD in the Description field.

See also

  • []