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Late document linking is used for linking existing Thereforeā„¢ documents to (newly created) Microsoft Dynamics 365 Business Central entries based on a certain reference field. For this feature, a special status field is required.

 

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Note:

 

Make sure ā€œStatusā€ is selected as Field Type and Fixed Value is set to "1". Thereforeā„¢ will search for documents with a status value of Select Condition or ā€œ0ā€ if nothing is defined.

 

A Reference ID is also required, so Thereforeā„¢ knows which field should be used for late linking. If a single field is not sufficient to form a unique key, multiple fields can tagged as ā€œReference IDā€.

 

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'Enable late document linking' has to be enabled in the mapping configuration.

 

Itā€™s possible to test the configuration immediately by using the 'Run Late Document Linking' button.

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Normally, late document linking would be done in the background as a reoccurring task by the NAS job queue.

 

 

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