Input Management

9A Raptor Integration Setup

Makes sure 'Enable Input Management' is on to enable the different Raptor-fields dealing with Continia on the document categories pages. It partially switches off certain Continia functionalities and uses Raptor document warehouse in replacement.

Document categories

1. Document input

• Save ... in Raptor - toggle

• Raptor template for...: choose a template for the related document, attachment or mail

• Raptor Tag for Continia Documents Code

  • All documents from Continia will get this tag

2. Templates: template card

On the document category page go to the Customizable Colums fasttab, select the right template (Master PDF template) and edit the template card.

Go to the Code Units fasttab on this template card.

• After Step 1: fill in NAL DocMgtDocCaptureStep1 (object ID = 2057804)

Register to make a purchase invoice

Attachments, invoices and emails get the Continia tags and the right template that you set up

CDC document number

Every invoice you receive through Continia is given a CDC document number. This number is a unique ID for documents within Continia Document Capture.

This number now also appears as a tag on the Continia incoming documents.

1. Business Central: add the CDC document number to (posted) purchase invoice

9A Raptor API Setup

• EndPointAPI: Purchase invoice

• Look for the API field 'D-number'

9A Raptor Integration Scenarios

• Scenario: Posted Purchase Invoice

• Link field 2057801 (NAL CDC Document No.) with the API field 'D-number'.

• Make sure you check the box in the column 'Integrate with 9A Raptor'

Do the same for the entity 'posted purchase invoice'

2. Raptor: make sure the D-number is added as a tag and field

Entity configuration: purchase invoice

Templates: Continia Incoming Mail, Continia Attachments, Continia Incoming Document