Default Configuration

Selecting the Default Configuration Function (which can be run from the "Document Links Setup" screen) will import some default setup data to assist you with getting up and running with the application quickly and easily. 

Running the Function imports a Configuration Package called CDL (Clever Document Links) which utilises standard Business Central functionality.  The imported Package will then be applied resulting in the default data being automatically created within your Environment.

The default data included with the Clever Document Links Configuration Package that will be created automatically all relate to processing documents using OCR.  Records will be created in the below Tables, please refer to this Page for more information OCR Setup

  • Document Links Search Fields.
    • Customer - No.
    • Vendor - No.
    • Item - No.
    • Sales Header - No.
    • Purchase Header - No.
    • Sales Shipment Header - No.
    • Sales Shipment Header - Order No.
    • Sales Invoice Header - No.
    • Sales Invoice Header - Order No.
    • Sales Cr.Memo Header - No.
    • Sales Cr.Memo Header - Order No.
    • Purch. Rcpt. Header - No.
    • Purch Rcpt. Header - Order No.
    • Purch Inv. Header - No.
    • Purch Inv. Header - Order No.
    • Purch Cr.Memo Header - No.
    • Purch Cr.Memo Header - Order No.
    • Sales Header Archive - No.
    • Purch Header Archive - No.

  • Document Links Document Types
    • CUSTOMER
    • ITEM
    • POSTED PURCHASE CREDIT MEMO
    • POSTED PURCHASE INVOICE
    • POSTED PURCHASE RECEIPT
    • POSTED SALES CREDIT MEMO
    • POSTED SALES INVOICE
    • POSTED SALES SHIPMENT
    • PURCHASE ORDER
    • SALES ORDER
    • VENDOR

  • Document Type Search Fields
    • 10000 - Customer - No.
    • 30000 - Item - No.
    • 160000 - Purch Cr.Memo Header - No.
    • 140000 - Purch Inv. Header - No.
    • 120000 - Purch. Rcpt. Header - No.
    • 100000 - Sales Cr.Memo Header - No.
    • 80000 - Sales Invoice Header - No.
    • 60000 - Sales Shipment Header - No.
    • 50000 - Purchase Header - No.
    • 130000 - Purch Rcpt. Header - Order No.
    • 150000 - Purch Inv. Header - Order No.
    • 170000 - Purch Cr.Memo Header - Order No.
    • 190000 - Purch Header Archive - No.
    • 40000 - Sales Header - No.
    • 70000 - Sales Shipment Header - Order No.
    • 90000 - Sales Invoice Header - Order No.
    • 110000 - Sales Cr.Memo Header - Order No.
    • 180000 - Sales Header Archive - No.
    • 20000 - Vendor - No.

  • Document Links Record Pages
    • Name - Table ID - Page ID
    • SHIPMENT METHOD - 10 - 11  
    • LOCATION - 14 - 15  
    • G/L ACCOUNT - 15 - 18  
    • G/L ENTRY - 17 - 20  
    • CUSTOMER - 18 - 22  
    • VENDOR - 23 - 27  
    • ITEM - 27 - 31  
    • SALES DOCUMENT - 36 - 45  
    • PURCHASE DOCUMENT - 38 - 53  
    • RESOURCE - 156 - 77  
    • JOB - 167 - 89  
    • PSTD SALES SHIPMENT - 110 - 142  
    • POSTED SALES INVOICE - 112 - 143  
    • POSTED SALES CREDIT - 114 - 144  
    • PSTD PURCH RECEIPT - 120 - 145  
    • PSTD PURCH INVOICE - 122 - 146  
    • PSTD PURCH CREDIT - 124 - 147  
    • BANK ACCOUNT - 270 - 371  
    • SHIPPING AGENT - 291 - 428  
    • REMINDER - 295 - 436  
    • ISSUED REMINDER - 297 - 440  
    • APPROVAL ENTRY - 454 - 658  
    • PSTD APPROVAL ENTRY - 456 - 659  
    • ASSEMBLY ORDER - 900 - 902  
    • ASSEMBLY DOCUMENT - 900 - 904  
    • PSTD ASSEMBLY ORDER - 910 - 922  
    • CONTACT - 5050 - 5052  
    • CAMPAIGN - 5071 - 5087  
    • SALES DOC ARCHIVE - 5107 - 5161  
    • PURCH DOC ARCHIVE - 5109 - 5166  
    • EMPLOYEE - 5200 - 5201  
    • INSURANCE - 5628 - 5645  
    • TRANSFER ORDER - 5740 - 5742  
    • PSTD TRANSFER SHPT - 5744 - 5752  
    • PSTD TRANSFER RCPT - 5746 - 5753  
    • SERVICE DOCUMENT - 5900 - 5901  
    • PSTD SERVICE CREDIT - 5994 - 5971  
    • PSTD SERVICE SHPT - 5990 - 5974  
    • PSTD SERVICE INVOICE - 5992 - 5977  
    • SERVICE ITEM - 5940 - 5981  
    • SALES RETURN ARCHIVE - 5107 - 6629  
    • PURCHASE RETURN - 5109 - 6646  
    • PSTD RETURN SHPT - 6650 - 6652  
    • PSTD RETURN RCPT - 6660 - 6662  
    • SALES QUOTE - 36 - 9300  
    • SALES INVOICE - 36 - 9301  
    • SALES CREDIT MEMO - 36 - 9302  
    • BLANKET SALES ORDER - 36 - 9303  
    • SALES RETURN ORDER - 36 - 9304  
    • SALES ORDER - 36 - 9305  
    • PURCHASE QUOTE - 38 - 9306  
    • PURCHASE ORDER - 38 - 9307  
    • PURCHASE INVOICE - 38 - 9308  
    • PURCHASE CREDIT MEMO - 38 - 9309  
    • BLANKET PURCH ORDER - 38 - 9310  
    • PURCH RETURN ORDER - 38 - 9311  
    • SERVICE QUOTE - 5900 - 9317  
    • SERVICE ORDER - 5900 - 9318  
    • SERVICE INVOICE - 5900 - 9319  
    • SERVICE CREDIT MEMO - 5900 - 9320  
    • SIMULATED PRODUCTION - 5405 - 9323  
    • PLANNED PROD ORDER - 5405 - 9324  
    • FIRM PLAN PROD ORDER - 5405 - 9325  
    • RELEASED PRODUCTION - 5405 - 9326  
    • FINISHED PRODUCTION - 5405 - 9327  
    • PURCH QUOTE ARCHIVE - 5109 - 9346  
    • PURCH ORDER ARCHIVE - 5109 - 9347  
    • SALES QUOTE ARCHIVE - 5107 - 9348  
    • SALES ORDER ARCHIVE - 5107 - 9349  
    • WORK CENTER - 99000754 - 99000755  
    • MACHINE CENTER - 99000758 - 99000761  
    • PRODUCTION ORDER - 5405 - 99000815