Updating the document flow
As you add support for additional countries, you must modify your
ExternalFiles document flow so that it can handle files from other sources.
Prerequisites:
- Uploaded File Template of the BOD in ION
- Uploaded Custom BOD of the BOD in ION
-
In ION Desk, select Connect > Data Flows.
A list of existing document flows is displayed.
- Select ExternalFiles_LSP document flow.
- Click ExternalFiles box then click Details.
- In the Documents tab, click Add (+).
- Ensure to select Read a file from a folder from Scenario.
- Under File Format Template, select the BOD noun of your new file.
- Under Document Verb, select the BOD verb of your new file.
-
On the Read File
Settings pane, specify this information:
- Create non-existing folder(s)
- Enable this feature.
- Read Location
- Specify the folder where the file would be
read or copy the existing Read Location of the other documents and
update. For example:
- Existing Read Location: \E:\Mexico_cfdi\Invoices
- New Read Location: \E:\United Kingdom\VATReturns
- Error Location
- Copy the read location then add the suffix ‘\error’.
- File name pattern
- Specify *.*
- After Read
- Select Move File.
- Archive Location
- Copy the read location then add the suffix ‘\archive’.
Note: Repeat steps 4 – 8 if there are multiple files. -
Click Test to verify
whether the connection is working.
Note: A message is displayed that indicates whether the test is successful. If the test is unsuccessful, correct the connection details and try again.
- Click the Save.
- Go back to the document flow.
- Click the document icon between ExternalFiles and LSP in.
-
Select all the required documents.
Note: See the Document Directions on the integration included in your Components checklist.
- Click Save.
- Click the LSP in box.
- Under Application Activity Properties, click the plus (+) sign.
- Specify the selected LSP connection point to add BODs used in the document flow.
- Return to the document flow.
- Click Save.
- Click Reactivate.