Document Navigation
From every document that belongs to an ITscope order, the action group ITscope leads to the ITscope order — even when the document was posted long ago. The other way round, the ITscope order takes you to every linked Business Central document.
From Business Central to ITscope
| Document | Action group ITscope | FactBoxes |
|---|---|---|
| Purchase Order | Create ITscope Order, Check ITscope Availability, ITscope Order, Refresh ITscope Status, Sync Documents Now, ITscope Deal Documents, ITscope Serial Numbers | ITscope Order, ITscope Tracking |
| Sales Order (drop shipment) | ITscope Order | ITscope Order, ITscope Tracking |
| Posted Purchase Receipt | ITscope Order, Track Package, ITscope Deal Documents | ITscope Tracking |
| Posted Purchase Receipts (list) | Track Package, ITscope Order | – |
| Posted Purchase Invoice (card and list) | ITscope Invoice, Download ITscope Invoice PDF, ITscope Order | – |
| Vendor Ledger Entries | ITscope Invoice, Download ITscope Invoice PDF, ITscope Order | – |
On a card, the actions appear only when the document has a link to ITscope. In a list they are always there and are enabled for the lines that have one. Two actions of the purchase order apply even before the ITscope order exists:
- Create ITscope Order appears with the API functions switched on, as long as the order has no ITscope order yet and its vendor is mapped to an active ITscope distributor — for a purchase order entered by hand, which the automatic route never sees. What it does is under Creating One by Hand.
- Check ITscope Availability appears as soon as the order has an ITscope order or can get one — see Checking Availability.
ITscope Order opens the card of the ITscope order. If a sales order is supplied by several distributors, it has several ITscope orders; the list opens instead.
On the Item Card and in the Supplier Data, Show on ITscope opens the product in the ITscope catalog — enabled when the item has ITscope offers.
Tracking Parcels
The parcels come with the dispatch notification: the connector passes every tracking number with its shipping agent to the hub's tracking bridge. The FactBox ITscope Tracking shows them with tracking number, shipping agent name and ship date/time; clicking the number opens the carrier's tracking page.
Track Package opens the carrier's page directly when there is one parcel. With several parcels, the card of the ITscope order opens, which lists them all under Parcels, each with a link of its own. If the dispatch notification names no link, the hub builds it from the shipping agent and the tracking number.
From ITscope to Business Central
| Action | Where | Target |
|---|---|---|
| Purchase Order | Order list and card, serial numbers | The purchase order — as long as it exists. Business Central deletes an order once it is fully invoiced |
| Sales Order | Order list and card | The sales order on a drop shipment |
| Posted Purchase Receipts | Order card | The goods receipts for this order |
| Posted Purchase Invoices | Order card | The posted invoices for this order |
| Posted Purchase Invoice | ITscope Invoices | The purchase invoice the ITscope invoice was posted as |
| ITscope Invoices | Order list and card | The distributor's invoices for this order |
| Serial Numbers | Order list and card, ITscope Invoices | The reported serial numbers |
| Deal Documents | Order list and card, ITscope Invoices | The deal documents, as they were |
| Track Package | Order card | As described above |
How the connector links the documents
The connector adds no fields of its own to Business Central documents. The ITscope order carries the number of the purchase order, and posting carries it on as Order No. to the posted receipt and the posted invoice; a vendor ledger entry finds its posted invoice through the document number. The connector recognizes the ITscope invoice by the Vendor Invoice No. — also with an addition after a space, as a second posting of the same invoice needs. A purchase invoice created with Get Receipt Lines carries no order number and stays without a link; the receipts it was created from have one.
Permissions
The action group does not get in the way of anyone who works with these documents without merchantCENTRAL permissions: the connector checks for an ITscope link only in tables everyone may read. Create ITscope Order additionally needs read permission on the hub's vendor mapping. Both ITscope permission sets include it; for anyone without it, the action stays hidden.