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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 Status 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 0 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 Reference ID.

 

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The Mapping Type needs to be Late Linking.

 

It is possible to test the configuration immediately by using the Run Late Document Linking button.

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Usually, late document linking is done in the background as a reoccurring task by the NAS job queue.

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