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User DocumentationAppSourceagiles EDI appFebruary 22nd, 2021 agiles From Aptean 2021agiles Informationssysteme GmbHKurze Mühren 2 – 420095 Hamburg, GermanyPhone: 49 (40) 30 95 33 - 0Fax: 49 (40) 30 95 33 - [email protected]

ContentsBasic Setup . . Page 4Create an Invoice Export/Invoice Out . Page 9agilesApps agiles EDI app User Documentation2

Important additional information: The User Documentation was done in a W1 database inMicrosoft Dynamics 365 Business Central Wave2 2020 (BC17). User Role is set to Sales Order Processor. User has assigned following Permission Sets:AGB AGILES SYSTEMagiles System ApplicationAGB EDI BASEagiles EDID365 BUS FULL ACCESSDyn. 365 Full Business Acc.agilesApps agiles EDI app User Documentation3

Basic SetupagilesApps agiles EDI app User Documentation4

Basic Setup1)Click on „Tell me what you want to do“ and search for EDI Systems2)Click on EDI SystemsagilesApps agiles EDI app User Documentation5

Basic Setup1)Click on NewagilesApps agiles EDI app User Documentation6

Basic Setup1)Click in field Code and enter EDI INVOICE OUT2)Go back one pageagilesApps agiles EDI app User Documentation7

Basic Setup1)Go back one pageagilesApps agiles EDI app User Documentation8

Create anInvoice Export /Invoice OutagilesApps agiles EDI app User Documentation9

Create an Invoice Export / Invoice Out1)Click on „Tell me what you want to do“ and search for EDI Export2)Click on EDI Export DocumentsagilesApps agiles EDI app User Documentation10

Create an Invoice Export / Invoice Out1)Click on Provide Invoice / Credit MemoagilesApps agiles EDI app User Documentation11

Create an Invoice Export / Invoice Out1)Click on OKagilesApps agiles EDI app User Documentation12

Create an Invoice Export / Invoice Out1)See your displayed invoices2)Select the first invoice3)Click on Export DocumentagilesApps agiles EDI app User Documentation13

Create an Invoice Export / Invoice Out1)A download was created2)If you would like to open the document you have to use NotepadagilesApps agiles EDI app User Documentation14

AGB EDI BASE agiles EDI D365 BUS FULL ACCESS Dyn. 365 Full Business Acc. agilesApps agiles EDI app User Documentation 4 . A download was created 2) If you would like to open the document you have to use Notepad agilesApps agiles EDI app User Documen