Deal Documents
The list ITscope Deal Documents contains every document the connector exchanged with ITscope — what it sent and what came back —, as it was and newest first. When an order did not go as expected, both sides are here next to each other: the order that was sent and the answer to it.
Opening the Page
- ITscope Orders (list and card) or ITscope Invoices → Deal Documents (filtered to the order)
- Purchase order or posted purchase receipt → action group ITscope → ITscope Deal Documents
- Search: ITscope Deal Documents
Fields
| Field | Meaning |
|---|---|
| Received At | When the connector sent or received the document |
| Purchase Order No. | The order the document belongs to |
| Document Type | What kind of document it is — see below |
| Outgoing | The connector sent the document rather than receiving it from ITscope |
| Deal ID | The ITscope deal the document belongs to, where known |
| Transaction ID | The ITscope transaction ID the document was fetched with |
| Processed | The connector has already applied the document to the order |
| Size (Bytes) | The size of the stored document |
| Processing Error | Why the document could not be applied, if it could not |
Document Types
| Document type | Content |
|---|---|
| Order (outgoing) | The OpenTrans order the connector sent — with the ship-to address, on a drop shipment the end customer's |
| Send Response | What ITscope answered to the order sent. On success it carries the new order number; on a rejection the OpenTrans rule the order broke — usually the whole fix already |
| Order Confirmation | The distributor's confirmation (ORDERRESPONSE) |
| Dispatch Notification | The dispatch advice with delivery note, tracking and serial numbers (DISPATCHNOTIFICATION) |
| Invoice | The distributor's invoice data (INVOICE), credit memos included |
| Deal Query Result | The raw answer of a status query. Not a business document, but the source of the transaction IDs — and the first thing to look at when a document cannot be fetched. The connector keeps only the newest one per order; empty answers are not stored |
Action
Download Document downloads the document exactly as it was sent or received — for inspection in an XML editor.
Retention
The deal documents contain personal data — the order sent on a drop shipment, for example, the end customer's ship-to address. The table is therefore enabled for Business Central's retention policies (date field Received At). How long the documents stay is set there by your administration; the connector creates no policy itself.
Only the copies are deleted that way. What was confirmed, delivered and invoiced stays on the ITscope order and in the purchase documents. If a document is deleted while its order is still in the document feedback, that costs at most a second download — the connector recognizes what it has already applied. Deleting an ITscope order deletes its deal documents as well.
One thing does depend on the invoice document, though: the invoice PDF is requested from ITscope through its transaction ID. If the document has been deleted, Sync Documents Now on the ITscope order fetches it back; after that, the PDF can be retrieved again.