Dynamics 365 Business Central offers the E-Documents feature embedded in purchase and sales processes. Electronic documents (e-documents) are the backbone of modern business transactions. They encompass vital documents, such as invoices and receipts in both directions (delivery and receipt). They also add capabilities for document status–related messaging between access points. This app serves as a robust platform for efficient e-document management. The E-Document app can be used in countries/regions where companies require specialized e-document handling to comply with local regulations. The app provides a solid foundation that can be easily extended to meet specific local or industry requirements.

Features

Setting up E-Documents Services.
Setting up E-Document format and E-Document integration on the E-Document Service page.
Use E-Document format based on code or Document Exchange Framework.
Setting up workflow for delivering outgoing e-invoices to the customer based on sales documents.
Setting up if vendor will get created invoice or order based on incoming e-invoice.
Setting up retention policy for e-documents.
Tracking different statuses of e-document based on its current progress.
Tracking Logs and Communication Logs to understand all changes in the process of creation or receiving and delivering e-documents.
Receiving warnings and errors if there is an obstacle in creation of new purchase document based on incoming e-document.
Using the Copilot to match lines from incoming e-document with the existing purchase order lines.
Using transformation rules for both incoming and outgoing documents.
Ready for adding new document formats and integration services.

Supported Editions:

Premium and Essential edition of Dynamics 365 Business Central.

Supported Countries:

All countries supported by Dynamics 365 Business Central.

Supported Languages:

All languages supported by Microsoft Dynamics 365 Business Central.

E-Document Core

by Microsoft