Transactions

Transactions is a log of all documents that have been imported and exported through Electronic Documents. It stores all your transactions in one place. Here you can search for, categorize and filter documents.

Following is a description of the actions and fields displayed on the page.

Actions

Open Related Record

Opens the Business Central record from with the Transaction was created.

Cancel

If the Transaction Entry has not been processed you can use this action to prevent Business Central from processing it (e.g. sending out or importing the document)

Retry Processing Document

Used to retry processing a document error (e.g. exporting, importing, sending etc.)

View Document

Here you can download the Electronic Documents document for which the Transaction Entry was created so that you can view it on your device.

Fields

Entry No.

A unique ID for the transaction.

Sending Method

Specifies whether a document was sent through Electronic Documents or as an email attachment.

Status

The status of the transaction (New, In Progress, Processed, Uploaded, Deleted Remotely, Processed).

Direction

Specifies whether a transaction is for a document that is inbound or outbound (whether it is to or from a customer / vendor).

Type

Specifies the type of transaction (e.g. invoice, order, credit note, order confirmation)

Document No.

The document number of the document from which the transaction was created.

External Document No.

The document number related to the transaction as konwn by the trading partner.

Date Created

The date and time that the transaction started.

Date Modified

The date and time during which the transaction was last updated.

Document Name

The name of the document for which the transaction was created.

Attachment No.

The ID of the attachment record where the document related to the transaction is stored.

Source Record ID

The Record ID of the record from which the file was created.

Error Message

If an error has occurred while processing the electronic document, this field will describe the error that occurred.

Electronic Document Format Code

The code specifying the Electronic Document Format of the document for which the transaction was created.