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Retroactive Archiving by Job Queue Entry

This feature enables the automatic archiving of documents already registered in Document Capture to M-Files. This feature is particularly useful if you are already using Document Capture but have not yet set up archiving to M-Files via the DMS Connector. A job queue entry allows all registered documents from a defined period to be archived to M-Files retroactively.

The job searches Document Capture for documents with the status "Registered" that have not yet been archived to M-Files (identifiable by the missing M-Files reference). The feature automatically detects whether the associated Business Central document is still open or already posted, and uses the configured document classes and table setups for unposted or posted documents accordingly.

Configuration

The setup is performed in two steps: Activation in the Document Capture Document Category and setup of the job queue entry.

Document Capture Document Category

The settings are configured in the Document Capture Document Category:

  • Class Purchase Invoice: Specifies the M-Files document class for purchase invoices.
  • Class Purchase Credit Memo: Specifies the M-Files document class for purchase credit memos.
  • Class Prepayment: Specifies the M-Files document class for prepayments.

Job Queue Entry

For regular or one-time execution, a job queue entry must be set up:

  1. Open the Job Queue Entries page and create a new entry.
  2. In the Object Type to Run field, select Codeunit.
  3. In the Object ID to Run field, select codeunit 71178108 ArchiveMgtCMTDMS.
  4. In the Parameter String field, enter a date filter for the import date, e.g.:
  5. 01.01.2025..31.12.2025 for a specific period

Important: Parameter String

An empty Parameter String will cause an error. The date filter must always be specified to define the period to be searched.