Dynamics 365 Business Central + filehubIDP
Automate document workflows between Dynamics 365 Business Central and filehubIDP with filehub — no coding required.
Choose your workflow
Select one function from each side to set up your integration.
Dynamics 365 Business Central
This function subscribes to purchase credit memo changes in Dynamics 365 Business Central. Whenever a credit memo is created or updated, the function automatically triggers the workflow.
This function subscribes to purchase invoice changes in Dynamics 365 Business Central. Whenever an invoice is created or updated, the function automatically triggers the workflow.
This function subscribes to sales invoice changes in Dynamics 365 Business Central. Whenever an invoice is created or updated, the function automatically triggers the workflow.
filehubIDP
Decision under idp.gate.entscheidung. Nothing is booked automatically while shadow mode applies.
Result under idp.dokumentklasse and idp.klassifikation (uebernehmen or pruefen).
The catalogue of document kinds grows continuously. A document whose kind is not recognised yet arrives as unbekannt and can be sent to its own branch with a Router.
Which fields are read follows the recognised document kind.
Amounts carry their sign (contract 2.0.0); the direction of the document is under idp.belegrichtung.
Fields for downstream nodes: the field picker offers the fields per document class — idp.{dokumentklasse}.kopf.{section}.{field} (e.g. idp.rechnung.kopf.beleg.invoice.header.id; the section comes from the service's catalogue and is navigation like the class), lines under …positionen.{field} (a list over all lines) and header groups under …gruppen.{group}.{field}. The class in the path is navigation, not a filter: the field decides. The tree comes from the service's catalogue ("Refresh catalog" in the node).
The catalogue of document kinds grows continuously. A document whose kind is not recognised yet arrives as unbekannt and can be sent to its own branch with a Router.
Place behind a Router for unsure documents. Releasing continues them in the workflow that starts with "Continue after review" on the same channel.
Hands the stack to filehubIDP and passes on one PDF per recognised document. How each was separated is under idp.trennmethode.
Your workflow is ready to set up — it only takes a few minutes.
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