Sækja Wise Scan skjöl úr BC1

WiseScanDocumentExport.fob Wise_Transfer WiseScan Documents_1.0.0.20.app

GIT: https://github.com/wiselausnir/Municipality_Data_Migrations_PTE

Transfer WiseScan Documents — Install & Usage

Fetches attachments from a Wise Scan (NAV 2014) tenant and attaches them to the matching records in Business Central (e.g. G/L Entry, Gen. Journal Line, Appr Header if the Wise Approvals add-on is installed, etc.). Routing is data-driven via the WiseScanTableFieldSetup endpoint — the PTE itself has no hard dependency on any specific source table.

Dependencies: Wise Licensing only.

1. Prerequisites — Wise Scan side (NAV 2014)

You only need to do this once per tenant.

1. Import WiseScanDocumentExport.fob into the NAV 2014 (Wise Scan) database.

2. In the NAV client, open Web Services and publish the four endpoints exactly as shown in BC14Endapunktar.png:

   Object TypeObject IDService NamePublishedPage…WiseScanDocumentQueryYesPage…WiseScanTableFieldSetupYesPage…WiseScanCompaniesYesCodeunit…ExportWiseScanDocumentYes

   Use exactly these service names — the PTE derives all URLs from them.

3. Make sure the user account you'll authenticate as has access to the web services.

2. Install the PTE in Business Central

1. In BC, go to Extension Management → Manage → Upload Extension.

2. Upload Wise_Transfer WiseScan Documents_1.0.0.18.app.

3. Accept the dependency on Wise Licensing.

4. Wait for deployment to finish.

3. Run the report

1. Search for Transfer Wise Scan Documents and open it.

2. Fill in the request page:

   • Municipality (SVEIT) — fill in only the Tenant field. The URLs are derived automatically.

   • Manual URL configuration — only fill these if you are NOT on the SVEIT shared tenant. Leave the Tenant field empty.

   • Credentials — BC14 username and password.

   • From / To Date — optional document date range. For incremental re-runs, set From Date to your last successful run date.

   • Wise Scan Company — auto-selected if the tenant has only one company. Otherwise pick from the dropdown.

   • Selected Tables — click the AssistEdit (...) button to toggle which tables to import (e.g. G/L Entry, Gen. Journal Line, Appr Header / Appr Invoice Header when Wise Approvals is installed).

3. Click OK to run.

Already-imported documents are skipped automatically. The result message reports modified / failed / skipped counts.

4. Tips

• Force a fresh fetch of tables and companies — re-validate the Password field (click into it and tab out). The PTE re-fetches on every credential OnValidate.

• Multiple Wise Scan companies — the report errors out if more than one company is available and none is picked, so you can't accidentally fetch from the wrong one.

• XLSX attachments — automatically repaired for the known trailing-bytes issue during import. To fix an .xlsx that was imported before the repair was in place, open the Document Attachment Details page on the attached record and use the PTE Repair Trailing Zeros action (one attachment at a time).

• Re-runs are safe — set From Date to the last run date; the duplicate-skip logic means existing attachments are not re-downloaded.

5. Troubleshooting