Setup Beyond DocumentLineTransfer

This chapter describes how to set up Beyond DocumentLineTransfer.
Beyond DocumentLineTransfer allows you to both import and export document lines. In addition, there are various import and export formats that you must define in advance.

To set up Beyond DocumentLineTransfer, proceed as follows:

  1. Open the search field (ALT+Q) and search for the page Document Line Transfers.
  2. The Document Line Transfers page is displayed.
    Document Line Transfers
    Figure: Document Line Transfers
  3. Click on the New option in the menu bar to create a new document line transfer order.
  4. A new card is displayed.
    New Document Line Transfer Order
    Figure: New Document Line Transfer Order
  5. Enter a unique code for the document line transfer in the Code field.
  6. Add a more detailed description for the document line transfer in the Description field.
  7. In the Type field, define the business area for which the import or export of the document lines is to be used.
  8. Depending on the setting in the Type field, you can use the No. field to specify a customer or vendor number for which the document line transfer order created can be used. The name of the customer or vendor is automatically added to the Name field after the number has been entered.
  9. You can specify the format of the input or output file in the File Format field. You can import or export the document lines either as a TXT file or as a CSV file.
  10. In the Field Separator field, you can define the separator for specifying values. By default, the semicolon is used on a new document line transfer order card.
  11. You can use the Has Headline field to specify that the input or output file contains a line for labeling the field values to be imported or exported.
  12. Define the file information under the Columns tab. Specify how many columns are contained in the file to be exported or imported and which information in the corresponding column is transferred to or from Business Central.

You have created a document line transfer order. This can be used in the corresponding documents for importing or exporting lines.

Example

Below you will find an example of a possible configuration. The order has been configured so that a CSV file is used as the file format. This file is only used for purchasing documents from the vendor Fabrikam. The file information is separated by a semicolon and no headline is used in the file. The information Line No., Item No., Description and Quantity can be imported or exported.

Configured Document Line Transfer Order
Figure: Configured Document Line Transfer Order