Recommended Mapping

The mappings can be configured individually as required by each company. The following mappings should act as a guideline and recommendation.

Customer Ad-Hoc

BC Table: Customer (18)

Setting	Configuration	Setting	Configuration
Description	Customer Ad-Hoc	Active	On
BC Table	18	Save outgoing documents immediately	Off
Document Type Text	N/A	Allow multiple versions	Off
Category No.	70	Show message after archiving	Off
Subcategory Field No.	1410	Default for archive immediately in Drag&Drop	On
Mapping Type	Drag & Drop	Disable Drop Zone	Off

The Therefore™ category has a Document-Type keyword field configured as a sub-category to easily distinguish the type of the document.
The macro [CURRENT_DATE] is used to insert the current date when saving a new document.
The macro [USER_ID] will insert the name of the user currently logged into Therefore™ through the Connector.
All options except for Active and Default for Archive Immediately in Drag&Drop are disabled and no reports are configured, as this mapping is just used for Ad-Hoc saving of documents on the customer card.

Vendor Ad-Hoc

BC Table: Vendor (23)

Setting	Configuration	Setting	Configuration
Description	Vendor Ad-Hoc	Active	On
BC Table	23	Save outgoing documents immediately	Off
Document Type Text	N/A	Allow multiple versions	Off
Category No.	71	Show message after archiving	Off
Subcategory Field No.	1424	Default for archive immediately in Drag&Drop	On
Mapping Type	Drag & Drop	Disable Drop Zone	Off

The Therefore™ Category has a Document-Type keyword field configured a as sub-category to easily distinguish the type of the document.
The macro [CURRENT_DATE] is used to insert the current date when saving a new document.
The macro [USER_ID] will insert the name of the user currently logged into Therefore™ through the Connector.
All options except for Active and Default for Archive Immediately in Drag&Drop are disabled and no reports are configured since this mapping is used for ad-hoc saving of documents on the vendor card only.

Outgoing Sales Order

BC Table: Sales Header (36)
Report: Sales - Confirmation (1305)

Setting	Configuration	Setting	Configuration
Description	Outgoing Sales Order	Active	On
BC Table	36	Save outgoing documents immediately	On
Document Type Text	Sales Order	Allow multiple versions	On
Category No.	64	Show message after archiving	Off
Subcategory Field No.	0	Default for archive immediately in Drag&Drop	On
Mapping Type	Drag & Drop/Backend	Disable Drop Zone	Off

This mapping will be processed a Sales Order is printed and the generated report will be saved to Therefore™.
Posting a Sales Order will make it a posted Sales Invoice which would be handled by a different mapping. A posted Sales Invoice will inherit all Therefore™ documents from the Sales Order.
The option Save outgoing documents immediately needs to be activated since the Sales Order might no longer be there later due to posting.
The option Allow multiple versions avoids the creation of multiple documents in Therefore™ when the Sales Order needs to be printed again after a change.
The Mapping Type will control if the Connector will be shown or if it will save the created documents in the background only.

Outgoing Sales Quotes

BC Table: Sales Header (36)
Report: Sales - Quote (1304)

Setting	Configuration	Setting	Configuration
Description	Outgoing Sales Quotes	Active	On
BC Table	36	Save outgoing documents immediately	On
Document Type Text	Sales Quote	Allow multiple versions	On
Category No.	65	Show message after archiving	Off
Subcategory Field No.	0	Default for archive immediately in Drag&Drop	On
Mapping Type	Drag & Drop/Backend	Disable Drop Zone	Off

This mapping is processed when the Sales Quote is printed and the generated report will be saved to Therefore™.
Converting a Sales Order out of the Sales Quote will not inherit any Therefore™ documents associated to it.
The documents will remain in Therefore™ but they will not be shown in the Drop Zone on the Sales Order.
The option Save outgoing documents immediately needs to be activated, as the Sales Quotes might no longer be there later (due to converting it to a Sales Order).
The option Allow multiple versions avoids creation of multiple documents in Therefore™ when the Sales Quote needs to be printed again after a change.
The Mapping Type will control if the Connector will be shown or if it will save the created documents in the background only.

Outgoing Sales Invoices (Posted)

BC Table: Sales Invoice Header (112)
Report: Sales - Invoice (1306)

Setting	Configuration	Setting	Configuration
Description		Active
BC Table		Save outgoing documents immediately
Document Type Text		Allow multiple versions
Category No.		Show message after archiving
Subcategory Field No.		Default for archive immediately in Drag&Drop
Mapping Type		Disable Drop Zone

This mapping is processed when a Sales Invoice is posted and the generated report will be saved to Therefore™.
The option Save outgoing documents immediately can be disabled to speed up posting. The report will then be generated and saved to Therefore™ by the NAS Job Queue as a background task.

Outgoing Sales Shipment (Posted)

BC Table: Sales Shipment Header (110)
Report: Sales - Shipment (208)

Setting	Configuration	Setting	Configuration
Description		Active
BC Table		Save outgoing documents immediately
Document Type Text		Allow multiple versions
Category No.		Show message after archiving
Subcategory Field No.		Default for archive immediately in Drag&Drop
Mapping Type		Disable Drop Zone

This mapping is executed when a Sales Shipment is posted (e.g., by posting a Sales Invoice or Sales Order). The associated report will generate a document that is then saved to Therefore™.
The option Save outgoing documents immediately can be disabled to speed up posting. The report will then be generated and saved to Therefore™ by the NAS Job Queue as a background task.

Purchase Receipts (Posted)

BC Table: Purch. Rcpt. Header (120)
Report: Purchase - Receipt (408)

Setting	Configuration	Setting	Configuration
Description		Active
BC Table		Save outgoing documents immediately
Document Type Text		Allow multiple versions
Category No.		Show message after archiving
Subcategory Field No.		Default for archive immediately in Drag&Drop
Mapping Type		Disable Drop Zone

This mapping is processed by posting a Purchase Receipt, created alongside posting a Purchase Invoice and the generated report will be saved to Therefore™.
The option Save outgoing documents immediately can be disabled to speed up posting. The report will then be generated and saved to Therefore™ by the NAS Job Queue as a background task.
The Status field with the Text value 1 is needed for Late Document Linking.

Purchase Receipts (Posted) Late Linking

BC Table: Purch. Rcpt. Header (120)

Setting	Configuration	Setting	Configuration
Description		Active
BC Table		Save outgoing documents immediately
Document Type Text		Allow multiple versions
Category No.		Show message after archiving
Subcategory Field No.		Default for archive immediately in Drag&Drop
Mapping Type		Disable Drop Zone

With the Mapping Type Late Linking this mapping will only be used for the Late Document Linking feature.
The NAS Job Queue will search in Therefore™ for documents with the specified Reference ID and Status of 0. If a document with a matching ID is found a link to the posted Purchase Receipt is created so it shows up in the Drop Zone.
Empty index data fields in Therefore™ will be updated as well. The Status will be set to 1.
For purchase receipts the Vendor No. and the Vendor Order No. were chosen as Reference ID, as they will form a unique key together.

Purchase Invoices (Posted)

BC Table: Purch. Inv. Header (122)

Setting	Configuration	Setting	Configuration
Description		Active
BC Table		Save outgoing documents immediately
Document Type Text		Allow multiple versions
Category No.		Show message after archiving
Subcategory Field No.		Default for archive immediately in Drag&Drop
Mapping Type		Disable Drop Zone

This mapping will be used when posting a Purchase Invoice to update the index data of the invoice that originated from Therefore™. It can also be used for ad-hoc saving of documents.

Purchase Invoices (Additional)

BC Table: Purchase Header (38)

Setting	Configuration	Setting	Configuration
Description		Active
BC Table		Save outgoing documents immediately
Document Type Text		Allow multiple versions
Category No.		Show message after archiving
Subcategory Field No.		Default for archive immediately in Drag&Drop
Mapping Type		Disable Drop Zone

Posting a Purchase Invoice will make it a posted Purchase Invoice which would be handled by a different mapping. A posted Purchase Invoice will inherit all Therefore™ documents from the Purchase Invoice.
The Therefore™ category also has a Created by and Creation date field which are set by Therefore™ macros and not by the mapping.
All options except for Active and 'Default for Archive Immediately in Drag&Drop' are disabled and no reports are configured, as this mapping is just used for Ad-Hoc saving of additional documents to a posted Purchase Invoice.

Additional Mappings

The following mappings are not as frequently used as the recommend ones, but still relevant:

Name	Table	Document Type	Report	Processed when
Issued Reminder	297	-	117	Issuing
Service Quote	5900	Service Quote	5902	Printing
Service Order	5900	Service Order	5900	Printing
Service Invoice	5900	Service Invoice	-	Printing
Service Credit Memo	5900	Service Credit Memo	-	Printing
Posted Service Shipment	5900	-	5913	Printing
Posted Service Invoice	5992	-		Printing
Posted Credit Memo	5994	-	5912	Printing