BE-terna IDM Incoming Documents MER

The IDM Incoming Documents MER app serves as a dedicated solution for handling electronic documents and receiving those documents from MER (Moj-eRačun provider).

BE-terna IDM Incoming Documents MER extends IDC Incoming Documents app with connections features allowing to receive electronic documents from MER using available APIs.

IDC Incoming Documents app is tailored to enhance your document management workflow, providing a seamless and efficient experience for handling electronic documents within Microsoft Dynamics 365 Business Central.

IDC Incoming Documents serves as a core app that has data model fit for receiving electronic documents and all additional processes: archiving, attachment storage, customizing mapping rule for convert of electronic documents to Purchase Invoice/Credit Memo or to Incoming Document, checking and changing document status, and all other processes.

Key Features

Document Reception:
The primary function of this app is to receive electronic documents from MER in the PEPPOL format. These documents include:
Purchase Invoices - When your organization receives invoices from vendors, this app allows you to seamlessly integrate them into Business Central using MER APIs.
Credit Memos - Like invoices, credit memos can be received and processed using this app.
Debit Notes - If your organization deals with debit notes, this app ensures efficient handling.
You set up various master data (company information, vendors, items, units of measure) to identify business partners and items when converting data from incoming document files to fields in Business Central.
Document Status Tracking:
Users can check the current status of received documents directly within Business Central.
Whether an invoice is pending approval, under review, or already processed, the app provides real-time visibility.
Document Status Change:
The IDM Incoming Documents MER app enables users to approve or reject received documents.
If an invoice or credit memo requires validation, authorized personnel can take action directly from within Business Central.
Automatization:
Automatically receive electronic documents and check status of documents using configured Job Queues in Business Central. You can schedule import and status check to fit your business needs.
At the configured time (e.g., every morning), the app automatically imports electronic documents. Purchase invoices, credit memos, and debit notes arrive seamlessly.
Scheduled Job Queues:
You can configure Job Queues to run at specific intervals.
These Job Queues handle tasks such as document import and status checks.
Schedule them to fit your business needs — whether hourly, daily, or weekly.

Workflow Example

Let’s walk through a typical workflow using the IDM Incoming Documents MER app:

1. Document Reception:
Your organization receives a purchase invoice from a vendor via MER.
The invoice is automatically routed to the IDM Incoming Documents MER app within Business Central.
2. Status Check:
Users access the app and check the current status of the invoice.
Is it pending approval? Has it been reviewed?
3. Approval or Rejection
If the invoice is correct and ready for processing, an authorized user can approve it directly from the app.
Alternatively, if there are discrepancies or issues, the user can reject the document.
4. Integration with Business Central:
Approved invoices seamlessly integrate into Business Central’s financial processes
At the configured time (e.g., every morning), the app automatically imports electronic documents. Purchase invoices, credit memos, and debit notes arrive seamlessly.
The app ensures accurate data entry and compliance with MER standards.

Support Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

Serbia (W1)

Supported Languages:

This app is available in English and Serbian language.

Dependency application:

BE-terna IDC Incoming Documents for D365 BC

BE-terna IDM Incoming Documents MER for D365 BC

by BE-terna