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Find vendors and customers with network participations

  • 6 Min.

After eDocuments is set up in Document Capture, you can find customers and vendors who can also receive and send eOrdering and eBilling documents.

How do you find and configure customers and vendors for eDocuments?

The eCandidates feature allows you to quickly find up-to-date information, and configure customers and vendors in Business Central for eDocuments.

Scenario

Ester at Cronus is already using eDocuments for some vendors, but now wants to find the other Cronus customers and vendors who are configured and ready to use eDocuments.

Check the network registration status of customers and vendors

Check an individual vendor or customer

You can check whether an individual vendor or customer is configured for sending eDocuments through the Continia Delivery Network (CDN).

  1. Navigate to the relevant Vendor Card or Customer Card.
  2. If the configuration is complete, the eDocuments FastTab fields is populated.

View connection status of all vendors and customers

Use the eCandidates page to quickly find available customers and vendors and manage the configuration.

  1. Search for the eCandidates page.
  2. Use the Refresh List action to get the most up-to-date information, then use the Show all eCandidates action.

Tipp

If you have a large number of customers and vendors, the Refresh List action can take a long time to process. To improve this, you can enable an automated job to create a cache version of network registrations data. From the Continia eDocuments Setup page, on the Automations FastTab, enable the option for Update Documents Receiving Capabilities. When the cache is running properly, the status will show as ready.

The list shows all your customers and vendors, with the Status column displaying information about their network registration:

  • Not Registered – no network registration found by the CDN for this customer or vendor.
  • Connected – you have already configured a network connection for this customer or vendor.
  • Can Connect – the CDN has found a network registration, but you have not yet configured the customer or vendor for this.

Because your customers and vendors can each have registrations in multiple networks, it may be the case that you configure connections to all, some, or only one of their registrations. The Network Registrations FactBox shows which network registrations your company has currently configured and the ID available for each registration – either GLN or national VAT number.

Tipp

As your customers and vendors create registrations for networks over time, it’s a good idea to periodically return to the eCandidates page to find new opportunities for connecting with eDocuments.

Configure new network connections with customers and vendors

Use the Show actionable eCandidates action to filter for just the customers and vendors with the status Can Connect.

To configure a connection for a single customer or vendor:

  • Select the relevant line, then click the Connect action.
  • In the Connect eCandidates page, you can choose the Continia product to connect with if your company has installed both Document Capture and Document Output.
  • If your company has multiple network participations, select the relevant one at From Participation – as well as the appropriate Electronic Format.
  • The options under Send eDocuments Automatically allow you to select among the available document types, or to configure for all available document types.
  • At Identification Type you can choose Automatic to let eDocuments select from any available network registration ID type, or specify either GLN or VAT if it is important to use only one of these.

Tipp

The Batch Connect action functions in a similar way to the Connect action, but it applies the configurations to the list with any filters used. For example, you could filter the actionable eCandidates list for a chosen Country/Region Code, and batch-connect to multiple customers or vendors that match the filter.

You can also manually make configurations on individual customer and vendor cards, as described in the Continia Docs article about setting up customers and vendors for Continia eDocuments.