DocuBuilder merge fields
- Jack Kuijper
Merge fields are fields, defined in the DataConnectors of DocuBuilder.
Merge fields are used for:
Insertion as merge field (=merge field) in the template or text block.
Conditions during the insertion of text blocks.
Filters on multi-line lists (tables).
Values at other document actions (for example: email address, name of signer, etc.)
Conditions with the other document actions
Etc.
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In the templates and text blocks, these fields can be added with the DocuBuilder template manager:
Through the DocuBuilder Settings, these fields can be expanded:
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Insertion fields present in the default environment of Business Central
Mergefield | DataConnector | DataConnectorField |
|---|---|---|
AmountExcludingVAT | Purchasedocuments | amount |
AmountIncludingVAT | Purchasedocuments | amountIncludingVat |
BillToAddress | Invoice reminders | Address |
BillToAddress | Salescreditmemos posted | billToAddress |
BillToAddress | Salesdocuments | billToAddress |
BillToAddress | Salesinvoices posted | billToAddress |
BillToAddress | Salesshipments posted | Bill_to_Address |
BillToCity | Invoice reminders | City |
BillToCity | Salescreditmemos posted | billToCity |
BillToCity | Salesdocuments | billToCity |
BillToCity | Salesinvoices posted | billToCity |
BillToCity | Salesshipments posted | Bill_to_City |
BillToContactName | Salescreditmemos posted | billToContact |
BillToContactName | Salesdocuments | billToContact |
BillToContactName | Salesinvoices posted | billToContact |
BillToContactName | Salesshipments posted | Bill_to_Contact |
BillToCountryCode | Salescreditmemos posted | billToCountryRegionCode |
BillToCountryCode | Salesdocuments | billToCountryRegionCode |
BillToCountryCode | Salesinvoices posted | billToCountryRegionCode |
BillToCountryCode | Salesshipments posted | Bill_to_Country_Region_Code |
BillToPostalCode | Invoice reminders | Post_Code |
BillToPostalCode | Salescreditmemos posted | billToPostCode |
BillToPostalCode | Salesdocuments | billToPostCode |
BillToPostalCode | Salesinvoices posted | billToPostCode |
BillToPostalCode | Salesshipments posted | Bill_to_Post_Code |
BuyFromAddress | Purchasedocuments | buyFromAddress |
BuyFromCity | Purchasedocuments | buyFromCity |
BuyFromCountryCode | Purchasedocuments | buyFromCountryRegionCode |
BuyFromPostalCode | Purchasedocuments | buyFromPostCode |
CompanyAddress | Company information | Address |
CompanyBankAccountNo | Company information | Bank_Account_No |
CompanyBankName | Company information | Bank_Name |
CompanyCity | Company information | City |
CompanyCountryCode | Company information | Country_Region_Code |
CompanyEmail | Company information | E_Mail |
CompanyFax | Company information | Fax_No |
CompanyGiroNo | Company information | Giro_No |
CompanyHomePage | Company information | Home_Page |
CompanyIBAN | Company information | IBAN |
CompanyName | Company information | Name |
CompanyPhone | Company information | Phone_No |
CompanyPostalCode | Company information | Post_Code |
CompanySWIFTCode | Company information | SWIFT_Code |
CompanyVATRegistrationNo | Company information | VAT_Registration_No |
ContactEmail | Contacts | |
ContactName | Contacts | name |
ContactName | Invoice reminders | Contact |
ContactName | Purchasedocuments | buyFromContact |
ContactName | Salescreditmemos posted | sellToContact |
ContactName | Salesdocuments | sellToContact |
ContactName | Salesinvoices posted | sellToContact |
ContactName | Salesshipments posted | Ship_to_Contact |
ContactNo | Salescreditmemos posted | sellToContactNo |
ContactNo | Salesdocuments | sellToContactNumber |
ContactNo | Salesinvoices posted | sellToContactNo |
CustomerEmail | Customers | E_Mail |
CustomerGenBusPostingGroup | Customers | Gen_Bus_Posting_Group |
CustomerName | Customers | Name |
CustomerNo | Customers | No |
CustomerNo | Invoice reminders | Customer_No |
CustomerNo | Salescreditmemos posted | billToCustomerNo |
CustomerNo | Salesdocuments | billToCustomerNumber |
CustomerNo | Salesinvoices posted | billToCustomerNo |
CustomerNo | Salesshipments posted | Sell_to_Customer_No |
CustomerNo | Salesshipments posted | Bill_to_Customer_No |
CustomerNo | Vendors | CustomerNo |
CustomerPostingGroup | Customers | Customer_Posting_Group |
CustomerVATBusPostingGroup | Customers | VAT_Bus_Posting_Group |
CustomerVATregistrationNo | Customers | VAT_Registration_No |
DocType | Invoice reminders | DocType |
DocType | Purchasedocuments | documentType |
DocType | Salescreditmemos posted | DocType |
DocType | Salesdocuments | documentType |
DocType | Salesinvoices posted | doc_type |
DocType | Salesinvoices posted | DocType |
DocType | Salesshipments posted | DocType |
DocumentDate | Invoice reminders | Document_Date |
DocumentDate | Purchasedocuments | documentDate |
DocumentDate | Salescreditmemos posted | documentDate |
DocumentDate | Salesdocuments | documentDate |
DocumentDate | Salesinvoices posted | documentDate |
DocumentDate | Salesshipments posted | Document_Date |
DocumentEmail | Document Emails | SendToEmail |
DocumentSourceNo | Customers | DocumentSourceNo |
DocumentSourceNo | Invoice reminders | DocumentSourceNo |
DocumentSourceNo | Purchasedocuments | DocumentSourceNo |
DocumentSourceNo | Vendors | DocumentSourceNo |
DocumentUsage | Customers | DocumentUsage |
DocumentUsage | Vendors | DocumentUsage |
DocumentUsageCode | Purchasedocuments | DocumentUsageCode |
DocumentUsageCode | Salescreditmemos posted | DocumentUsageCode |
DocumentUsageCode | Salesdocuments | DocumentUsageCode |
DocumentUsageCode | Salesinvoices posted | DocumentUsageCode |
DocumentUsageCode | Salesshipments posted | DocumentUsageCode |
DueDate | Invoice reminders | Due_Date |
DueDate | Purchasedocuments | dueDate |
DueDate | Salescreditmemos posted | dueDate |
DueDate | Salesdocuments | dueDate |
DueDate | Salesinvoices posted | dueDate |
EmployeeAddress | Employees | Address |
EmployeeBirthDate | Employees | Birth_Date |
EmployeeCity | Employees | City |
EmployeeCountryCode | Employees | Country_Region_Code |
EmployeeEmail | Employees | E_Mail |
EmployeeFirstname | Employees | First_Name |
EmployeeGender | Employees | Gender |
EmployeeInitials | Employees | Initials |
EmployeeJobTitle | Employees | Job_Title |
EmployeeLastname | Employees | Last_Name |
EmployeeMiddlename | Employees | Middle_Name |
EmployeeNo | Employees | No |
EmployeePhone | Employees | Mobile_Phone_No |
ExpectedReceiptDate | Purchasedocuments | expectedReceiptDate |
ExternalDocumentNo | Salescreditmemos posted | externalDocumentNo |
ExternalDocumentNo | Salesdocuments | externalDocumentNumber |
ExternalDocumentNo | Salesinvoices posted | externalDocumentNo |
FirstName | Contacts | firstName |
GenderCode | Contacts | salutationCode |
GLN | Customers | GLN |
GLN | Vendors | GLN |
id | Purchasedocuments | id |
id | Salescreditmemos posted | id |
id | Salesdocuments | id |
id | Salesinvoices posted | id |
id | Salesshipments_ext posted | id |
Initials | Contacts | initials |
JobDescription | Job | description |
JobNumber | Job | number |
LastName | Contacts | surname |
LocationAddress | Locations | Address |
LocationCity | Locations | City |
LocationCode | Purchasedocuments | locationCode |
LocationCode | Salescreditmemos posted | locationCode |
LocationCode | Salesdocuments | locationCode |
LocationCode | Salesinvoices posted | locationCode |
LocationCode | Salesshipments posted | Location_Code |
LocationContact | Locations | Contact |
LocationCountryCode | Locations | Country_Region_Code |
LocationEmail | Locations | E_Mail |
LocationFax | Locations | Fax_No |
LocationHomePage | Locations | Home_Page |
LocationName | Locations | Name |
LocationPhone | Locations | Phone_No |
LocationPostalCode | Locations | Post_Code |
MiddleName | Contacts | middleName |
Number | Invoice reminders | No |
Number | Purchasedocuments | number |
Number | Salescreditmemos posted | no |
Number | Salescreditmemos posted | No |
Number | Salesdocuments | number |
Number | Salesinvoices posted | No |
Number | Salesinvoices posted | no |
Number | Salesshipments posted | No |
OrderDate | Purchasedocuments | orderDate |
OrderDate | Salesdocuments | orderDate |
OrderDate | Salesinvoices posted | orderDate |
OrderNo | Salescreditmemos posted | returnOrderNo |
OrderNo | Salesinvoices posted | orderNo |
OrderNo | Salesshipments posted | Order_No |
PartnerType | Customers | Partner_Type |
PartnerType | Vendors | Partner_Type |
PaymentMethodCode | Customers | Payment_Method_Code |
PaymentMethodCode | Purchasedocuments | paymentMethodCode |
PaymentMethodCode | Salescreditmemos posted | paymentMethodCode |
PaymentMethodCode | Salesdocuments | paymentMethodCode |
PaymentMethodCode | Salesinvoices posted | paymentMethodCode |
PaymentMethodDisplayName | Payment methods | displayName |
PaymentReference | Purchasedocuments | paymentReference |
PaymentTermsCode | Customers | Payment_Terms_Code |
PaymentTermsCode | Purchasedocuments | paymentTermsCode |
PaymentTermsCode | Salescreditmemos posted | paymentTermsCode |
PaymentTermsCode | Salesdocuments | paymentTermsCode |
PaymentTermsCode | Salesinvoices posted | paymentTermsCode |
PaymentTermsDisplayName | Payment terms | displayName |
PostingDate | Invoice reminders | Posting_Date |
PostingDate | Purchasedocuments | postingDate |
PostingDate | Salescreditmemos posted | postingDate |
PostingDate | Salesdocuments | postingDate |
PostingDate | Salesinvoices posted | postingDate |
PostingDate | Salesshipments posted | Posting_Date |
PromisedDeliveryDate | Salesdocuments | promisedDeliveryDate |
PromisedDeliveryDate | Salesshipments posted | Promised_Delivery_Date |
PromisedReceiptDate | Purchasedocuments | promisedReceiptDate |
RequestedDeliveryDate | Salesdocuments | requestedDeliveryDate |
RequestedDeliveryDate | Salesshipments posted | Requested_Delivery_Date |
RequestedReceiptDate | Purchasedocuments | requestedReceiptDate |
SalesInvoiceNo | Salesinvoices posted | number |
SalesPersonPurchaserCode | Purchasedocuments | purchaserCode |
SalesPersonPurchaserCode | Salescreditmemos posted | salespersonCode |
SalesPersonPurchaserCode | Salesdocuments | salespersonCode |
SalesPersonPurchaserCode | Salesinvoices posted | salespersonCode |
SalesPersonPurchaserCode | Salesshipments posted | Salesperson_Code |
SalesPersonPurchaserName | SalesPersons and purchasers | Name |
SalesPersonPurchaserPhone | SalesPersons and purchasers | Phone_No |
SellToAddress | Salesdocuments | sellToAddress |
SellToCity | Salesdocuments | sellToCity |
SellToCountryRegionCode | Salesdocuments | sellToCountryRegionCode |
SellToCustomerName | Salescreditmemos posted | sellToCustomerName |
SellToCustomerName | Salesdocuments | sellToCustomerName |
SellToCustomerName | Salesinvoices posted | sellToCustomerName |
SellToCustomerName | Salesshipments posted | Sell_to_Customer_Name |
SellToPostCode | Salesdocuments | sellToPostCode |
ShipmentDate | Salescreditmemos posted | shipmentDate |
ShipmentDate | Salesdocuments | shipmentDate |
ShipmentDate | Salesinvoices posted | shipmentDate |
ShipmentDate | Salesshipments posted | Shipment_Date |
ShipmentMethodCode | Purchasedocuments | shipmentMethodCode |
ShipmentMethodCode | Salescreditmemos posted | shipmentMethodCode |
ShipmentMethodCode | Salesdocuments | shipmentMethodCode |
ShipmentMethodCode | Salesinvoices posted | shipmentMethodCode |
ShipmentMethodDisplayName | Shipment methods | displayName |
ShipToAddress | Purchasedocuments | shipToAddress |
ShipToAddress | Salescreditmemos posted | shipToAddress |
ShipToAddress | Salesdocuments | shipToAddress |
ShipToAddress | Salesinvoices posted | shipToAddress |
ShipToAddress | Salesshipments posted | Ship_to_Address |
ShipToCity | Purchasedocuments | shipToCity |
ShipToCity | Salescreditmemos posted | shipToCity |
ShipToCity | Salesdocuments | shipToCity |
ShipToCity | Salesinvoices posted | shipToCity |
ShipToCity | Salesshipments posted | Ship_to_City |
ShipToContactName | Salescreditmemos posted | shipToContact |
ShipToContactName | Salesdocuments | shipToContact |
ShipToContactName | Salesinvoices posted | shipToContact |
ShipToCountryCode | Purchasedocuments | shipToCountryRegionCode |
ShipToCountryCode | Salescreditmemos posted | shipToCountryRegionCode |
ShipToCountryCode | Salesdocuments | shipToCountryRegionCode |
ShipToCountryCode | Salesinvoices posted | shipToCountryRegionCode |
ShipToCountryCode | Salesshipments posted | Ship_to_Country_Region_Code |
ShipToName | Purchasedocuments | shipToName |
ShipToName | Salescreditmemos posted | shipToName |
ShipToName | Salesdocuments | shipToName |
ShipToName | Salesinvoices posted | shipToName |
ShipToName | Salesshipments posted | Ship_to_Name |
ShipToPostalCode | Purchasedocuments | shipToPostCode |
ShipToPostalCode | Salescreditmemos posted | shipToPostCode |
ShipToPostalCode | Salesdocuments | shipToPostCode |
ShipToPostalCode | Salesinvoices posted | shipToPostCode |
ShipToPostalCode | Salesshipments posted | Ship_to_Post_Code |
TotalAmountExcludingTax | Salesinvoices posted | totalAmountExcludingTax |
TotalAmountIncludingTax | Salesinvoices posted | totalAmountIncludingTax |
TotalTaxAmount | Salesinvoices posted | totalTaxAmount |
validUntilDate | Salesdocuments | quoteValidUntilDate |
VendorEmail | Vendors | E_Mail |
VendorGenBusPostingGroup | Vendors | Gen_Bus_Posting_Group |
VendorName | Vendors | Name |
VendorNo | Purchasedocuments | buyFromVendorNumber |
VendorNo | Vendors | No |
VendorPaymentMethodCode | Vendors | Payment_Method_Code |
VendorPaymentTermsCode | Vendors | Payment_Terms_Code |
VendorPostingGroup | Vendors | Vendor_Posting_Group |
VendorVATBusPostingGroup | Vendors | VAT_Bus_Posting_Group |
VendorVATregistrationNo | Vendors | VAT_Registration_No |
workDescription | Salesinvoices posted | workDescription |
YourReference | Purchasedocuments | yourReference |
YourReference | Salescreditmemos posted | yourReference |
YourReference | Salesdocuments | yourReference |
YourReference | Salesinvoices posted | yourReference |
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