Processing
Tenant Management
The Tenant List page provides a centralized view of all customer tenants managed through EcpPro. Navigate to it from the Role Center under the EcpPro Connector group or search for "EcpPro Tenant List".
Each tenant record displays:
| Field | Description |
|---|---|
| Display Name | The tenant or customer name. |
| Entity Type | The type of entity (e.g., Tenant). |
| Entra License | The Entra ID license level (e.g., P1, P2). |
| Secure Score | The Microsoft Secure Score for the tenant. |
| Total Users | Total number of users in the tenant. |
| Licensed Users | Number of users with assigned licenses. |
| Inactive Users | Number of inactive users and their percentage. |
| Total Contacts / Groups / Licenses | Summary counts of contacts, groups, and license SKUs. |
| Unallocated Licenses | Number and percentage of unused license units. |
Use the Refresh Tenant List action to synchronize the latest data from EcpPro.
User Management
The User List page shows all users across managed tenants. Navigate to it from the Role Center or search for "EcpPro User List".
Each user record displays:
| Field | Description |
|---|---|
| Display Name | The user's full name. |
| User Principal Name | The user's UPN (email-style login). |
| User Role | The user's role (e.g., Admin, User). |
| User Type | Member or Guest. |
| Is Enabled | Whether the account is active. |
| MFA | Whether multi-factor authentication is enabled. |
| Tenant / MSP Name | The tenant and MSP the user belongs to. |
| Last Signed In | The last sign-in timestamp. |
| Created On | When the user account was created. |
Use the Refresh User List action to synchronize the latest data from EcpPro.
Contact Management
The Contact List page displays all contacts synchronized from EcpPro. Navigate to it from the Role Center or search for "EcpPro Contact List".
Each contact record includes:
| Field | Description |
|---|---|
| Display Name | The contact's name. |
| Email address. | |
| Company Name | The contact's company. |
| Office Phone / Mobile Phone | Phone numbers. |
| Is Enabled | Whether the contact is active. |
| Created On | When the contact was created. |
Use the Refresh Contact List action to synchronize the latest data from EcpPro.
Group Management
The Group List page displays all distribution and security groups. Navigate to it from the Role Center or search for "EcpPro Group List".
Each group record includes:
| Field | Description |
|---|---|
| Display Name | The group name. |
| Group email address. | |
| Group Type | Security, Distribution, or Microsoft 365. |
| Membership Type | Assigned or Dynamic. |
| Is Dynamic | Whether the group has dynamic membership. |
| Is Enabled | Whether the group is active. |
| Team | Whether it is a Microsoft Teams team. |
| Visibility | Public, Private, etc. |
Use the Refresh Group List action to synchronize the latest data from EcpPro.
License Management
The License List page provides a summary of all licenses across managed tenants. Navigate to it from the Role Center or search for "EcpPro License List".
Each license record includes:
| Field | Description |
|---|---|
| Display Name | The license name (e.g., "Microsoft 365 E3"). |
| Code | Short license code. |
| Prepaid Units | Number of purchased/assigned units. |
| Consumed Units | Number of units in use. |
| Available Units | Remaining assignable units. |
| Percentage Used | License utilization percentage. |
| Free | Whether the license is a free SKU. |
Use the Refresh License List action to synchronize the latest data from EcpPro.
Invoice Mapping
The BC Invoice Mapping page allows you to configure field mappings between EcpPro invoice fields and Business Central fields. Navigate to it from the Role Center or search for "EcpPro BC Invoice Mapping".
Each mapping entry defines:
| Field | Description |
|---|---|
| EcpPro Field Name | The field name as used in EcpPro. |
| BC Field Name | The corresponding field name in Business Central. |
Invoice Processing
The EcpPro Invoice List page is the operational page for staged invoice processing. It shows both the sales-side Processing Status and the purchase-side Purchase Processing Status, together with created document numbers and any captured error messages.
Sales document creation
Use Create Sales Documents on the invoice list or invoice card to create sales documents for staged headers whose sales status is New.
During sales creation, the app:
- Creates a sales invoice or sales credit memo based on the sign of the staged total amount.
- Copies customer, posting-date, due-date, currency, and staged line details onto the sales document.
- Sets the staging record to Created, Posted Sales Invoice, or Posted Sales Credit Memo depending on the posting option and posting result.
Purchase document creation
Use Create Purchase Documents after the sales side has been created. This action evaluates all eligible staged invoices, not only the currently selected record.
An invoice is eligible for purchase creation when:
- Sales processing has already succeeded.
- Create Purchase Invoice is enabled in setup.
- No purchase document number is already stored on the staging header.
- The purchase status is New or Error.
During purchase creation, the app:
- Creates a purchase invoice for positive totals and a purchase credit memo for negative totals.
- Reuses an existing open purchase document when the vendor, provider invoice number, document type, and currency code match.
- Adds only staged lines that have a Unit Cost.
- Applies the configured customer default dimensions first, then layers the staged cost centre dimension on top when enabled.
- Updates the purchase status to Created, Posted Purchase Invoice, or Posted Purchase Credit Memo depending on the posting result.
Reprocessing behavior
Sales and purchase reprocessing are now handled separately:
| Action | What it resets | Important note |
|---|---|---|
| Reprocess Sales Documents | Clears the sales document link and resets the sales status to New. | If a purchase document still exists, the staging header remains marked as processed so the purchase link is preserved. |
| Reprocess Purchase Documents | Clears the purchase document link and resets the purchase status to New. | Existing unposted purchase documents must be deleted first. Posted purchase documents cannot be reprocessed until they are manually handled. |
When an unposted purchase invoice or purchase credit memo must be removed before reprocessing, the EcpPro action group on the purchase document page provides Force Delete to clear the posting number assignment and delete the document.
Page actions and views
The invoice list now includes dedicated views for both sales and purchase progress, including Sales Document Created, Sales Error, Purchase Document Created, and Purchase Error. Use Open Sales Document and Open Purchase Document to jump straight from the staging record to the related Business Central document.
Data Synchronization
All list pages (Tenants, Users, Contacts, Groups, Licenses) follow the same synchronization pattern:
- When you open a list page for the first time, data is automatically fetched from EcpPro if the table is empty.
- To manually refresh data at any time, use the Refresh action available on each list page.
- The app sends a GET request to the corresponding EcpPro API endpoint.
- The response is parsed and the local table is updated with the latest data.
All API calls require valid credentials configured in the Setup. If you receive errors, verify your Customer ID and Secret Key.