Table of Contents

Document Handling Setup

Use Document Handling Setup to configure which tables automatically generate documents when you post records. You can also set up scheduled report generation.

When to use Document Handling Setup

Set up document handling when you want to:

  • Automatically generate documents when you post sales invoices, shipments, or other records
  • Generate scheduled reports at specific intervals
  • Apply different document handling rules to different document types

Set up document handling

Configure global settings

Before you set up document handling for specific tables, configure the global default settings:

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Document Handling Global Setup, and then choose the related link.
  2. Set the Max Parallel Print Sessions to control how many documents can be processed simultaneously (default: 250).
  3. Configure Retry Attempts to specify how many times to retry failed documents (default: 3).
  4. Set Retry Delay (Min) to control the wait time between retry attempts (default: 2 minutes).

Configure table-specific document handling

To configure automatic document generation for specific tables:

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Document Handling Setup, and then choose the related link.
  2. Choose New to create a setup line.
  3. In the Table ID field, select the table that will trigger document generation.
  4. Optionally, set a Table Filter to limit document generation to specific record types (for example, only shipments from the WMS Document Header table).
  5. Optionally, override the global retry settings for this specific table by filling in Retry Attempts, Retry Delay (Min), and Max Parallel Sessions.
  6. Choose Per Contact to configure specific settings for each customer or vendor.

Key fields

When setting up document handling, focus on these important fields:

  • Table ID - Select the table that triggers document generation (for example, WMS Document Header for shipments)
  • Table Filter - Limit which records trigger documents (for example, only receipts or only shipments)
  • Apply E-mail Template - Choose the email template for generated documents
  • Function call - Enable when document handling is triggered by status changes (use with function 11154680-15 'Mail Document' in Status Templates)
  • Max Parallel Sessions - Override the global default if this table needs different performance settings
  • Retry Attempts and Retry Delay (Min) - Override global retry settings if needed

Tips

Global vs. table-specific settings

Configure retry and parallel session settings at two levels:

  • Global defaults in Document Handling Global Setup apply to all tables unless overridden
  • Table-specific settings in Document Handling Setup override global defaults for individual tables

Leave table-specific performance settings blank to use the global defaults. This makes it easier to adjust performance across all tables from one location.

Performance optimization

  • Use table filters to create separate document handling rules for different document types. For example, create one setup line for receipts and another for shipments.
  • Configure retry settings to handle temporary failures like network issues or locked records.
  • Keep the number of parallel sessions balanced—higher values improve performance but increase server load.
  • Start with global defaults and only override for tables that need special handling.
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