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Set the E-Documents connector with external endpoints

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This article explains how to set up E-Documents functionality when it's connected to external endpoints.

Before you use the functionality that's described in this article, install the E-Documents Connector with External Endpoints app on the top of the global E-Document Core app. This app can be used for default integration with the external (third-party) access points to automate the e-document flow. Because this app represents only some of the selected connectors, you aren't limited to existing integrations in it. Most of the connectors will be available on AppSource in the future.

Set up the connection

To begin your setup, follow the steps in E-document core app. After you complete those steps, return to this article, and complete the following steps:

  1. Select the Lightbulb that opens the Tell Me feature. icon, enter E-Document Services, and then select the related link.

  2. In the Service Integration field, select one of the integration codes that are offered for the endpoint service setup.

  3. Select Setup Service Integration.

  4. On the E-Document External Connection Setup page, select Request Authorization Code. You're redirected to the external service authorization webpage and prompted for your sign-in details.

  5. Copy the authorization code into the Enter Authorization Code field.

  6. Select Refresh Access Token to make sure that you can refresh the token.

    Note

    This connection requires communication with external service providers that might be subject to additional payment and require contracts with them. To get all the necessary credentials, contact the service providers.

  7. On the E-Document External Connection Setup page, fill in the following fields:

    Field name Description
    FileAPI URL Specify the file API URL.
    Fileparts URL Specify the fileparts URL.
    DocumentAPI URL Specify the document API URL.
    Company ID Specify the company ID.
    Send Mode Specify the send mode. You can select Production, Test, or Certification.

    Note

    Ask your service provider for all the previous details to establish a connection with their access point.

Set up company information

Before you start using e-documents, update your Company Information page by completing the following steps:

  1. Select the Lightbulb that opens the Tell Me feature. icon, enter Company Information, and then select the related link.

  2. In addition to filling in the usual fields, you must also fill in the following fields:

    Field name Description
    SWIFT Code Specify the SWIFT code (international bank identifier code) of your primary bank.
    Bank Branch No. Specify the bank's four-digit branch number.
    GST/HST Registration Number Specify the company's GST/HST registration number.

  3. Close the page.

Set up customers to receive e-documents

To enable customers to receive your e-documents, complete the following steps:

  1. Select the Lightbulb that opens the Tell Me feature. icon, enter Customers, and then select the related link.
  2. Open the Customer card.
  3. In addition to filling in the usual fields, in the GLN field, specify the customer in connection with the sending of electronic documents.
  4. Mark the Use GLN in Electronic Documents field to indicate whether the Global Location Number (GLN) is used as a party identification number in electronic documents.
  5. Close the page.

Other setup

Before you start to work with e-documents, set up the e-document workflows and document sending profiles to use your workflows. After the service connection is established, you can start to use your e-document solution.

Available service providers

Microsoft wants to encourage access point providers to add their connectors on top of our E-Document Core framework.

Currently, Pagero is the only access point provider that's covered by this system. Microsoft has no contractual obligation with Pagero. Therefore, you must make a contract with them to get all the necessary credentials.

We will update this list as we get new e-document exchange access point providers.

See also

How to set up e-documents in Business Central
How to use e-documents in Business Central
How to extend e-documents in Business Central
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