Page 190 "Incoming Documents"
Base Application · Microsoft.EServices.EDocument
- 24controls
- 32actions
- 8procedures
- 3events
- 1Learn pages
- 1event subscribers
- 3objects it calls
- 1objects call it
Across versions
- BC23present
- BC241 events changed, 1 events removed
- BC25-26unchanged
- BC27declaration changed
- BC28-30unchanged
Neighbourhood 9 connected objects and pages
Base Application · Microsoft.EServices.EDocument · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Incoming Documents |
| SourceTable | Incoming Document |
| PageType | List |
| UsageCategory | Lists |
| ApplicationArea | Basic, Suite |
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 |
|---|---|---|---|
| Group | Entry No. | Entry No. | Specifies the number of the entry, as assigned from the specified number series when the entry was created. from the table field |
| Description | Description | Specifies the description of the incoming document. You must enter the description manually. 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 | |
| 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 | |
| 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 | |
| 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 Incl. VAT | Amount Incl. VAT | Specifies the amount including VAT for the whole document. The field may be filled automatically. from the table field | |
| Link to Document | URL | Specifies the location of the file that represents the incoming document. from the table field | |
| 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 | |
| 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 | |
| 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 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 Date-Time | Posted Date-Time | Specifies when the related document or journal line was posted. from the table field | |
| 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 | |
| Posting Date | Posting Date | Specifies when the document or journal line that relates to the incoming document was posted. from the table field | |
| Processed | Processed | Specifies if the incoming document has been processed. from the table field | |
| FactBoxes | IncomingDocAttachFactBox | part Page 193 “Incoming Doc. Attach. FactBox” | — |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Creation | Create from Camera | Create a new incoming document record by taking a picture. | |
| Create from File | Create a new incoming document record by first selecting the file it will be based on. The selected file will be attached. | ||
| 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” | |
| OCR Service Setup | Open the OCR Service Setup window, for example to change credentials or enable the service. | ||
| Navigation | 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. | |
| Process | 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. | ||
| 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 shown in the Incoming Documents window when the Show All view is selected. | |
| Set To Unprocessed | Set the incoming document to unprocessed. It will then be shown in the Incoming Documents window when the Show Unprocessed view is selected. | ||
| 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 Documents | 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 | Set the incoming document to be sent to its recipient as soon as possible. | |
| 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. | ||
| Set View | Show All | Show both processed and non-processed incoming documents. | |
| Show Unprocessed | Show only unprocessed incoming documents. |
Events published
OnCloseIncomingDocumentsFromActions(var IncomingDocument: Record "Incoming Document")Δ BC24 (integration)- subscribers: Codeunit 1294 “OCR Service Mgt.” OnCloseIncomingDocumentsHandler
OnAfterRunIncomingDocumentMultiSelectAction(var IncomingDocument: Record "Incoming Document"; ActionName: Enum "Incoming Doc. Selection Action")(integration)OnRunIncomingDocumentMultiSelectActionOnCaseElse(var IncomingDocument: Record "Incoming Document"; ActionName: Enum "Incoming Doc. Selection Action")(integration)
Procedures
RunIncomingDocumentMultiSelectAction(ActionName: Enum "Incoming Doc. Selection Action")(protected)
Plus 4 local procedures.
Triggers
OnAfterGetCurrRecord, OnAfterGetRecord, OnNewRecord, OnOpenPage
Relations
- card page Page 189 “Incoming Document”
- source table Table 130 “Incoming Document”
Pages and codeunits on this table
- Table 130 “Incoming Document” (drill-down page)
- Table 130 “Incoming Document” (lookup 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 132 “Release Incoming Document” (3 calls:
RunIncomingDocumentMultiSelectAction → PerformManualReject,RunIncomingDocumentMultiSelectAction → PerformManualRelease,RunIncomingDocumentMultiSelectAction → PerformManualReopen) - Codeunit 1535 “Approvals Mgmt.” (2 calls:
SetControlVisibility → CanCancelApprovalForRecord,SetControlVisibility → HasOpenApprovalEntries) - Codeunit 1907 “Camera” (1 call:
OnOpenPage → IsAvailable)
Called by
- Codeunit 1294 “OCR Service Mgt.” (1 call:
OnCloseIncomingDocumentsHandler → (object))
Recent changes
- 2026-08-19 #10251 Ruleset hardening: promote 5 rules from Warning to Error (main, BC30, refactor)
- 2026-08-17 #9401 Fix Incoming Documents default processed filter (main, BC30, fix)
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 Documents"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.