How to Set Up a Document Exchange Service

You use an external service provider to exchange electronic documents with your trading partners. For more information, see Exchanging Data Electronically.

To set up a document exchange service

  1. Choose the Search for Page or Report icon, enter Doc. Exch. Service Setup, and then choose the related link.

  2. Fill the fields as described in the following table.

    Field Description
    User Agent Enter any text that can be used to identify your company in document exchange processes.
    Doc. Exch. Tenant ID Enter the tenant in the document exchange service that represents your company. This is provided by the document exchange service provider.
    Enabled Specify if the service is enabled. Note: As soon as you enable the service, at least two job queue entries are created to process the traffic of electronic documents in and out of Dynamics NAV. When you disable the service, the job queue entries are deleted.
    Signup URL Specify the web page where you sign up for the document exchange service.
    Service URL Specify the address of the document exchange service, which will be called when you send and receive electronic documents.
    Login URL Specify the logon page for the document exchange service, which is where you enter your company’s user name and password to log on to the service.
    Consumer Key Enter the 3-legged OAuth key for the consumer key. This is provided by the document exchange service provider.
    Consumer Secret Enter the secret that protects the consumer key. This is provided by the document exchange service provider.
    Token Enter the 3-legged OAuth key for the token. This is provided by the document exchange service provider.
    Token Secret Enter the secret that protects the token. This is provided by the document exchange service provider.
NOTE

It is recommended that you protect the logon information that you enter in the VAN Service Setup window. You can encrypt data on the server by generating new or importing existing encryption keys that you enable on the server instance that connects to the database. This is described in the following procedure.

To encrypt your logon information

  1. In the VAN Service Setup window, choose the Encryption Management action.
  2. In the Data Encryption Management window, enable encryption of your data.

See Also

Setting Up Data Exchange
Exchanging Data Electronically


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