Fill Account numbers from previous import
Mark the Fill Account numbers from previous import feature if you want the program to transfer the account numbers from the previous import when preparing to import an XML document / eSLOG to PANTHEON.
This chapter presents a use case of filling accounts from previous imports from an XML document (eSLOG) when preparing to import a document via the Import eDocument Receiving Documents form.
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CASE SUMMARY
When importing a received e-document, the person responsible wants to use the Payables Account, to which the previous received e-document from the supplier was posted as well. This is done as follows.
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To start, the person responsible opens the Import eDocument Receiving Documents form from PANTHEON document type, to which the documents are going to be imported.
The person responsible wants to import the new received e-document from supplier: INTERSPORT, Ltd.
Into the Path to XML Files field, the person responsible enters the location of the eDocument XML file. In this case: C:\Datalab\SIGIL\Tecta\XML.
When importing the e-document received within the last month from supplier INTERSPORT Ltd., the person responsible set the contents of the document costs to the Payables Account 2200.
To transfer the account when importing the new document, the person responsible checks the Fill Account numbers from previous import checkbox.
The person responsible imports data from the XML file to the program by clicking the Import XML button.
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WARNING
When using this feature, an additional field appears in the table: Account No.. If this checkbox is not checked, the field is hidden.
For a technical description of the fields and instructions, see the chapter Import eDocument Receiving Documents. |
In the table, the additional Account No. field appears, filled with the account number from the previous import.
In this case: 2200 – Short-term payables to suppliers.
The person responsible creates the document by clicking the Create Doc button.
In the created PANTHEON document, the account is entered both on the Posts tab and in the Pybls Acct. (Payables Account) field.
