Page 189 "Incoming Document"
Base Application · Microsoft.EServices.EDocument
- 42controls
- 36actions
- 7procedures
- 1events
- 2Learn pages
- 1event subscribers
- 2objects it calls
- 3objects call it
Across versions
- BC23present
- BC241 events changed
- BC25-30unchanged
Neighbourhood 10 connected objects and pages
Base Application · Microsoft.EServices.EDocument · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Incoming Document |
| SourceTable | Incoming Document |
| PageType | Document |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | Description | Description | Specifies the description of the incoming document. You must enter the description manually. from the table field |
| Link to Document | URL | Specifies a link to the attached file. | |
| Main Attachment | AttachmentFileName |
Specifies the main attachment. Only this attachment is processed by the OCR and document exchange services. | |
| Data Exchange Type | Data Exchange Type | Specifies the data exchange type that is used to process the incoming document when it is an electronic document. from the table field | |
| Record | RecordLinkTxt |
Specifies the record, document, journal line, or ledger entry, that is linked to the incoming document. | |
| Document Type | Document Type | Specifies the type of document or journal that the incoming document can be connected to. from the table field | |
| Document No. | Document No. | Specifies the number of the related document or journal line that is created for the incoming document. from the table field | |
| StatusField | Status | Specifies the status of the incoming document record. from the table field | |
| OCR Status | OCR Status | Specifies the status of the incoming document record when it takes part in the OCR process. from the table field | |
| OCR Track ID | OCR Track ID | Specifies the process stage of the track ID in relation to the OCR service. from the table field | |
| Job Queue Status | Job Queue Status | Specifies the status of the job queue entry that is processing the incoming document. from the table field | |
| Control71 | OCR Service Doc. Template Code | OCR Service Doc. Template Code | Specifies the code of the document template that you want the OCR service provider to use when they convert the incoming-document file to an electronic document. Chose the field to pick a supported document template from the OCR Service Setup window. from the table field |
| OCR Service Doc. Template Name | OCR Service Doc. Template Name | Specifies the name of the document template that you want the OCR service provider to use when they convert the incoming-document file to an electronic document. Chose the field to pick a supported document template from the OCR Service Setup window. from the table field | |
| OCR Result | OCRResultFileName |
Specifies what process stage the attached PDF or image file is in relation to the OCR service. | |
| Control72 | Created Date-Time | Created Date-Time | Specifies when the incoming document line was created. from the table field |
| Created By User Name | Created By User Name | Specifies the name of the user who created the incoming document line. from the table field | |
| Released | Released | Specifies if the incoming document has been approved. from the table field | |
| Released Date-Time | Released Date-Time | Specifies when the incoming document was approved. from the table field | |
| Released By User Name | Released By User Name | Specifies the name of the user who approved the incoming document. from the table field | |
| Last Date-Time Modified | Last Date-Time Modified | Specifies when the incoming document line was last modified. from the table field | |
| Last Modified By User Name | Last Modified By User Name | Specifies the name of the user who last modified the incoming document line. from the table field | |
| Posted | Posted | Specifies if the document or journal line that was created for this incoming document has been posted. from the table field | |
| Posted Date-Time | Posted Date-Time | Specifies when the related document or journal line was posted. from the table field | |
| Posting Date | Posting Date | Specifies when the document or journal line that relates to the incoming document was posted. from the table field | |
| Content | Supporting Attachments | part Page 194 “Incoming Document Attachments” | — |
| Financial Information | Vendor No. | Vendor No. | Specifies the number of the vendor on the incoming document. The field may be filled automatically. from the table field |
| Vendor Name | Vendor Name | Specifies the name of the vendor on the incoming document. The field may be filled automatically. from the table field | |
| Vendor VAT Registration No. | Vendor VAT Registration No. | Specifies the VAT registration number of the vendor, if the document contains that number. The field may be filled automatically. from the table field | |
| Vendor IBAN | Vendor IBAN | Specifies the IBAN of the vendor on the incoming document. | |
| Vendor Bank Branch No. | Vendor Bank Branch No. | Specifies the bank branch number of the vendor on the incoming document. | |
| Vendor Bank Account No. | Vendor Bank Account No. | Specifies the bank account number of the vendor on the incoming document. from the table field | |
| Vendor Phone No. | Vendor Phone No. | Specifies the phone number of the vendor on the incoming document. from the table field | |
| Vendor Invoice No. | Vendor Invoice No. | Specifies the document number of the original document you received from the vendor. You can require the document number for posting, or let it be optional. By default, it’s required, so that this document references the original. Making document numbers optional removes a step from the posting proc… from the table field | |
| Vendor Order No. | Order No. | Specifies the order number, if the document contains that number. The field may be filled automatically. from the table field | |
| Document Date | Document Date | Specifies the date that is printed on the incoming document. This is the date when the vendor created the invoice, for example. The field may be filled automatically. from the table field | |
| Due Date | Due Date | Specifies the date when the vendor document must be paid. The field may be filled automatically. from the table field | |
| Currency Code | Currency Code | Specifies the currency code, if the document contains that code. The field may be filled automatically. from the table field | |
| Amount Excl. VAT | Amount Excl. VAT | Specifies the amount excluding VAT for the whole document. The field may be filled automatically. from the table field | |
| Amount Incl. VAT | Amount Incl. VAT | Specifies the amount including VAT for the whole document. The field may be filled automatically. from the table field | |
| VAT Amount | VAT Amount | Specifies the amount of VAT that is included in the total amount. from the table field | |
| Content | Errors and Warnings | part Page 701 “Error Messages Part” | — |
| FactBoxes | WorkflowStatus | part Page 1528 “Workflow Status FactBox” | — |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Setup | Setup | Define the general journal type to use when creating journal lines. You can also specify whether it requires approval to create documents and journal lines. | Page 191 “Incoming Documents Setup” |
| Data Exchange Types | View the data exchange types that are available to convert electronic documents to documents in Dynamics 365. | Page 1213 “Data Exchange Types” | |
| Activity Log | View the status and any errors if the document was sent as an electronic document or OCR file through the document exchange service. | ||
| OCR Setup | Open the OCR Service Setup window, for example to change credentials or enable the service. | ||
| Approvals | View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved. | ||
| Processing | Create Document | Create a document, such as a purchase invoice, automatically by converting the electronic document that is attached to the incoming document record. | |
| Create Journal Line | Create a journal line automatically by converting the electronic document that is attached to the incoming document record. | ||
| Create Manually | Create a document, such as a purchase invoice, manually from information in the file that is attached to the incoming document record. | ||
| Attach File | Attach a file to the incoming document record. | ||
| Replace Main Attachment | Attach another file to be used as the main file attachment on the incoming document record. | ||
| Attach Image from Camera | Add a picture from your device camera to the document. | ||
| Map Text to Account | Create a mapping of text on incoming documents to identical text on specific debit, credit, and balancing accounts in the general ledger or on bank accounts so that the resulting document or journal lines are prefilled with the specified information. | Page 1254 “Text-to-Account Mapping Wksh.” | |
| Release | Release | Release the incoming document to indicate that it has been approved by the incoming document approver. | |
| Reopen | Reopen the incoming document record after it has been approved by the incoming document approver. | ||
| Reject | Reject to approve the incoming document. | ||
| Status | Set To Processed | Set the incoming document to processed. It will then be moved to the Processed Incoming Documents window. | |
| Set To Unprocessed | Set the incoming document to unprocessed. This allows you to edit information or perform actions for the incoming document. | ||
| Approval | Approve | Approve the requested changes. | |
| Reject | Reject to approve the incoming document. | ||
| Delegate | Delegate the approval to a substitute approver. | ||
| Comments | View or add comments for the record. | ||
| Request Approval | Send Approval Request | Request approval of the incoming document. You can send an approval request as part of a workflow if this has been set up in your organization. | |
| Cancel Approval Request | Cancel requesting approval of the incoming document. | ||
| Incoming Document | Open Record | Open the document, journal line, or entry that the incoming document is linked to. | |
| Remove Reference to Record | Remove the link that exists from the incoming document to a document, journal line, or entry. | ||
| Find entries… | Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.) | ||
| Record | Journal Line | Open the record that the incoming document is linked to. | |
| Purchase Invoice | Open the record that the incoming document is linked to. | ||
| Purchase Credit Memo | Open the record that the incoming document is linked to. | ||
| Sales Invoice | Open the record that the incoming document is linked to. | ||
| Sales Credit Memo | Open the record that the incoming document is linked to. | ||
| OCR | Send to Job Queue | Send the attached PDF or image file to the OCR service by the job queue according to the schedule, provided that no errors exist. | |
| Remove from Job Queue | Remove the scheduled processing of this record from the job queue. | ||
| Send to OCR Service | Send the attached PDF or image file to the OCR service immediately. | ||
| Receive from OCR Service | Get any electronic documents that are ready to receive from the OCR service. | ||
| Correct OCR Data | Open a window where you can teach the OCR service how to interpret data on PDF and image files so that future documents created by the OCR service are more correct. | Page 1272 “OCR Data Correction” |
Events published
OnCloseIncomingDocumentFromAction(var IncomingDocument: Record "Incoming Document")Δ BC24 (integration)- subscribers: Codeunit 1294 “OCR Service Mgt.” OnCloseIncomingDocumentHandler
Procedures
AskUserPermission(): Boolean(protected)
Plus 5 local procedures.
Triggers
OnAfterGetCurrRecord, OnAfterGetRecord, OnInit, OnInsertRecord, OnModifyRecord, OnNewRecord, OnOpenPage
Relations
- source table Table 130 “Incoming Document”
Pages and codeunits on this table
- Page 190 “Incoming Documents” (card page)
Calls
From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.
- Codeunit 1535 “Approvals Mgmt.” (3 calls:
SetControlVisibility → CanCancelApprovalForRecord,SetControlVisibility → HasOpenApprovalEntries,SetControlVisibility → HasOpenApprovalEntriesForCurrentUser) - Codeunit 1907 “Camera” (1 call:
OnOpenPage → IsAvailable)
Called by
- Table 130 “Incoming Document” (3 calls:
CreateFromAttachment → (object),ShowCard → (object),ShowCardFromEntryNo → (object)) - Codeunit 1294 “OCR Service Mgt.” (1 call:
OnCloseIncomingDocumentHandler → (object)) - Page 344 “Navigate” (1 call:
ShowRecords → (object))
Recent changes
- 2026-08-19 #10251 Ruleset hardening: promote 5 rules from Warning to Error (main, BC30, refactor)
Documented on Microsoft Learn
Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).
Ask your agent
Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Incoming Document"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.