Smart Send
Smart Send - Technical guide
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Core extensions
Release notes
Introduction
Company colors
Exchange rate import
Reciprocal exchange rate
User security audit detail report
General and inventory journal import
Business process links
Import budgets
DMF Toolbox
Data Anonymization
Print Management
Other
Data-entities
Security-configuration
Electronic Data Interchange (EDI)
Release notes
Introduction
FAQ
Core module
Introduction
Process overview
Trading partner and documents
Setup
EDI parameters
EDI shared parameters
Trading partners
Batch control group
Document type mapping
UOM mapping
Cleanup profile
Reset status profile
Connection setup
Document types
File templates
Validation profiles
Outbound file names
Staging metadata
Setting profiles
Functional acknowledgement
Processing
Functional acknowledgement outbound
Functional acknowledgement inbound
Managing files
Inbound files
Outbound files
Archiving files
Workspaces
EDI Document maintenance workspace
Inquiries
Functional acknowledgement received
Trading partner documents
Other
Data entities
Security configuration
Error reporting
Technical guide
Web API
Technical FAQ
Customer module
Introduction
Process overview
FAQ
Setup
Trading partners
Warehouses
Customer setup
Customer EDI order type group
Order purpose group
POA response code group
Order line change type group
Hold codes
Setting profiles
Customer purchase order
Customer purchase order change
Customer purchase order acknowledgement
Customer advanced shipping notice
Sales invoice
Validation profiles
Customer purchase order
Customer purchase order change
Processing
Customer purchase order
Customer purchase order change
Customer purchase order acknowledgement
Customer advanced shipping notice
Sales invoice
Review sales order
Workspaces
Sales order processing workspace
Other
Data entities
Security configuration
Vendor module
Introduction
Process overview
FAQ
Setup
Trading partners
Vendor setup
Order type group
Order purpose group
Order line change type group
Carrier mode
Charges code
POA response code group
Payment terms type group
Misc charge/allowance indicator
Misc method of handling
Setting profiles
Vendor purchase order
Vendor purchase order change
Vendor purchase order acknowledgement
Vendor advanced shipping notice
Purchase invoice
Validation profiles
Vendor purchase order acknowledgement
Vendor advanced shipping notice
Purchase invoice
Processing
Vendor purchase order
Vendor purchase order change
Vendor purchase order acknowledgement
Vendor advanced shipping notice
Purchase invoice
Review purchase order
Workspaces
Purchase order processing workspace
Other
Data entities
Security configuration
3PL module
Introduction
Process overview
FAQ
Setup
Trading partners
3PL setup
Inventory journal name mapping
Disposition code mapping
Inventory status id mapping
Transaction direction mapping
Order purpose group
Setting profiles
Picking list
Picking list registration
Shipment advice - Purchase order
Shipment advice - Return order
Shipment receipt - Purchase order
Shipment receipt - Transfer order
Shipment receipt - Return order
Shipment receipt - Voyage
Inventory adjustment advice - Transfer
Inventory adjustment advice - Counting
Inventory adjustment advice - Reconciliation
Inventory adjustment advice - Movement
Product master
Validation profiles
Picking list registration
Shipment receipt - Purchase order
Shipment receipt - Transfer order
Shipment receipt - Return order
Processing
Picking list
Picking list registration
Shipment advice - Purchase order
Shipment advice - Transfer order
Shipment advice - Return order
Shipment advice - Voyage
Shipment receipt - Purchase order
Shipment receipt - Transfer order
Shipment receipt - Return order
Shipment receipt - Voyage
Inventory adjustment - Transfer
Inventory adjustment - Counting
Inventory adjustment - Reconciliation
Inventory adjustment - Movement
Product master
Workspaces
Inventory adjustment
Other
Data entities
Security configuration
Freight forwarder for Landed cost module
Introduction
Process overview
FAQ
Setup
Trading partners
Freight forwarder for Landed cost setup
Shipping port mapping
Modes of delivery mapping
Customs broker mapping
Shipping container type mapping
Activity mapping
Shipping port qualifier mapping
Shipping measurement unit mapping
Setting profiles
Voyage creator
Voyage tracking
Processing
Voyage advice
Voyage creator
Voyage tracking
Other
Data entities
Security configuration
Integration systems module
Introduction
Setup
Integration systems
Trading partners
Processing
Customer
Customer group
Roadmap and release schedule
Definitions and Acronyms
Finance utilities
Release notes
Introduction
Setup
Cash and bank management
Financial utilities parameters
Financial utilities connections
Bank statement format
Populate accounts payable document number
Bank reconciliation matching rules
Bank accounts
Bank statement import
Accounts payable
Sundry payment
BPAY payment
Vendor payment
Vendor approval workflow
Save electronic reporting to secure location
Accounts receivable
Customer approval workflow
Customer reference
Remittance format
Customer remittance import
ABN lookup
ABN lookup and validation
Budgeting
Budget import
Encryption/decryption
Encryption/decryption
Processing
Cash and bank management
Bank statement import
Bank reconciliation worksheet
Reports
Accounts payable
Sundry payment
BPAY payment
Save electronic reporting file to secure location
Accounts receivable
Customer remittance import
ABN lookup
ABN lookup and validation
Budgeting
Budget import
Example file format
Other
Data entities
Roadmap and release schedule
FAQ
Forex contract
Release notes
Introduction
Setup
Forex contract parameters
Forex over allocation
Processing
Create forex contract
Link forex contract to documents
Changes to forex contract or document
Invoice posting
Cash in forex contracts
Inquiries
Other
Data entities
Security configuration
Roadmap
Insights for D365 FO
Release notes
Introduction
Setup
Periodic monitoring
Periodic monitoring configuration
Number sequence monitoring
BatchJob monitoring
Review and set up monitored data
Azure Application Insights
Dashboards
Alerts on Azure Azure Application Insights
FAQ
Item creation wizard
Release notes
Introduction
FAQ
Setup
Item creation parameters
Item creation workflows
Item creation
Item creation template file masks
Item creation template tabs
Item creation templates
Managing item creation templates
Item setup
Item status
Item creation workflows
File management
File management
Processing
Creating a new item
Updating an existing item
Releasing an existing item to another company
Managing item statuses
Bulk import product creation
Periodic tasks
Update item status
Item creation
Creation import files
Item import
Item status
Automatic status update
Inquiries
Creation import sessions
Other
Security
Acronyms
Data-entities
Roadmap
License manager
Release notes
Introduction
D365 FO
PowerApp
FAQ
Smart Business Form Email Manager (Smart Send)
Release notes
Introduction
FAQ
Setup
Parameters
Contact information
Address and contact information purpose
Email placeholder
Email template
Security
Processing
Email processing
Electronic Reporting
Other
Security
Acronyms
Data-entities
Roadmap
Solutions for DocuSign and Dynamics 365
Release notes
Introduction
FAQ
Setup
Parameters
Field-Types
List
Templates
Document type
Print management
Inquiries
Documents
Exceptions
Other
Data-entities
Security-configuration
Definitions and Acronyms
Roadmap
Contents
Installation
Adding custom reports
Adding custom attachments
Extension example
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