Specification Drivve | DM Drivve | Jobs - Additional Module Integration
Note
For the functionalities described below, the licenses
Basic Module and
Additional Module Integration are required.
All jobs can be used both with Drivve | DM installations and Drivve | DM Cloud.
Caution
Depending on the amount of data and the frequency a job is running, jobs can cause a high load on the Cloud server.
Synchronization Job
This job synchronizes documents or spaces including index data from Drivve | DM with the hard disc of your computer.
Available functions:
- Selection of the target folder on the hard disc
- Determining whether documents or spaces are synchronized
- Definition of search criteria for documents or spaces
- Unidirectional synchronization: From Drivve | DM to the hard disc of your computer
- Optional export of XML meta files for all synchronized documents
- Transformation of XML meta files via XSLT into a text-based format
- Determining actions to be performed after synchronization such as
- Copying synchronized documents to another folder
- Deleting synchronized documents from Drivve | DM
- Modifying index data in Drivve | DM
- Display of all document modifications having been made on the hard disc within a configurable period
ODBC Lookup Validation Job
This job adds data from an external data source to documents or spaces in Drivve | DM.
Available functions:
- Determining whether the data is added to documents or spaces
- Defining criteria for the selection of documents or spaces
- Selection of the data to be returned by the query (result fields)
- Values of result fields can be used as variables or key fields for the SQL query
- Definition of the SQL query to extract the required data from the external data source
- Determining the fields to be changed in Drivve | DM if a result is found for the current data set
- Determining the fields to be changed in Drivve | DM if no result is found for the current data set
Data Export Job
This job exports documents from Drivve | DM to a hard disc.
Available functions:
- Defining search conditions for the documents to be exported
- Specifying whether index fields are exported, selection of the index files to be exported (either all index fields available in the Drivve | DM Management Console or index fields previously selected by the user)
- Optional export of XML meta files for all exported documents
- Optional transformation of XML meta files in a text-based format using XSL
Factur-X Job
This job extracts meta values from Factur-X compliant documents and saves the values as Drivve | DM index values.
Available functions:
- Defining search conditions for new Factur-X documents within Drivve | DM.
- Assign Factur-X fields to the corresponding Drivve | DM index fields.
- Update additional index fields in Drivve | DM, if Factur-X values have been found in a document.
- Update additional index fields in Drivve | DM, if no Factur-X values have been found in a document
The following Factur-X fields may be extracted from the documents:
Delivery Type Code |
Code of delivery type |
Document Code |
Invoice Type (Code) |
Due Date |
Absolute due date |
Gross Amount |
|
Document Date |
|
Invoice Number |
|
Net Amount |
|
| Notes |
|
Order Number Buyer |
|
Order Number Seller |
|
Payment Creditor IBAN |
|
Payment Creditor Account Name |
|
Payment Information |
|
Payment Creditor BIC |
|
Payment Type Code |
|
Payment Reference |
|
Payment Description |
|
Payment Term Discount Base Amount |
Base Amount for Discount |
Payment Term Discount Base Date |
Base Date for Discount |
Payment Term Discount Percent |
For example 3 |
Payment Term Discount Period |
For example 10 |
Payment Term Discount Period Unit |
For example DAY |
Payment Term Due Date |
Due date for payment term |
Payment Term Is Discount |
Is Discount? |
Seller Name |
|
Seller Tax Numbers |
|
Tax Amount |
|