Importing and Exporting e-Documents
In addition to the other functions, the Import/export data menu of the Goods and Orders modules, also offers the option to export and import data as XML files, as regulated by the e-Slog standard, which is supported by the Chamber of Commerce and Industry of Slovenia. It is also possible to electronically sign documents and to verify the authenticity of the electronic signature on the received document.
Supported documents include issued and received invoice/credit note/debit note, issued and received packing slip, issued and received order, issued and received order confirmation, issued and received preliminary invoice, issued and received document approval.
PANTHEON supports all XML simple document schemas such as:
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Simple order
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With the sender, it is used for creating a purchase order, and with the receiver it is used for receiving the sales order. The prescribed e-Document type here is 2200 – Order.
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Simple order confirmation
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It is used for order and order item confirmation. Unlike a return receipt, an order confirmation confirms or modifies the quantities ordered, i.e., it confirms the content of the received order. The prescribed e-Document type here is 2310 – Order confirmation.
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Simple packing slip
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With the sender, it is used for issuing a packing slip to the customer, and with the consignee, it is used for receiving the packing slip from the supplier. The e-Document type specified here is 3510 – Packing slip.
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Simple invoice
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With the sender, is intended for issuing an invoice to the customer, and with the consignee, it is intended for receiving the issue from the supplier. The e-Documentt type is used to select whether it is a 3800 – Invoice (default), 3810 – Credit note, 3830 – Debit note or 3860 – Invoice for prepayment.
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Preliminary invoice
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Supports the invoice, and differs from the 'real' invoice in movement type (which, in this case, is 3250 – preliminary invoice). It can be exported from customer orders and imported from supplier orders.
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Return receipt
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It is used to confirm the receiving of the document, but not to validate the content. It is used to confirm the receiving (or to receive an order confirmation) of a document, an order confirmation, a packing slip or an invoice/preliminary invoice.
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The display of document types and documents, which are used to confirm them:
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Document type and description
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Receipt confirmation document
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Content confirmation document
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2200 – Simple Order
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Return receipt
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2310 – Order confirmation
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2310 – Easy order confirmation
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Return receipt
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-
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3510 – Simple packing slip
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Return receipt
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-
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3250, 3800, 3810, 3830, 3860 – Simple invoice/preliminary invoice
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Return receipt
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-
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Display of the flow of order documents, preliminary invoice documents, invoice documents with the issuer and the consignee:
| Document flow with the issuer |
Document flow with the consignee |
| export of 2200 – simple order followed by import of return receipt
the contents of the 2200 – simple order will be confirmed by the import of the 2310 – order confirmation document
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import of 2200 – simple order followed by export of the return receipt
the contents of 2200 – simple order, confirmed with the export of the 2310 – order confirmation document
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| import of document 2310 – order confirmation followed by export of the return receipt |
export of document 2310 – order confirmation followed by import of the return receipt |
| export of 3250 – preliminary invoice followed by import of the return receipt |
import of 3250 – preliminary invoice followed by export of return receipt |
| export of 3800 – invoice followed by import of return receipt |
import of 3800 – invoice followed by export of return receipt |
With the issuer of the exported document (2200 – simple order), import of the return receipt will follow, as well as confirmation of receiving the document. This is followed by the import of document 2310 – order confirmation, which also confirms the content of the document.
With the consignee, the import of the document (2200 – simple order) will be followed by the export of the return note, as well as confirmation of receiving the document. After review and any corrections of the received order, the export of the document (2310 – order confirmation) will follow.
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WARNING
The documentation on which the e-Slog XML data exchange is based can be found on the EPOS website at
https://www.epos.si/.
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WARNING
- In Parameters | Company | General, you can also select a stylesheet for each type of e-Document.
- In Parameters | Company | General, we can also choose if we want to electronically sign documents (see chapter Electronic signature). Before doing this, we must of course install the appropriate certificate on the computer, from which we create the files.
- An example of such a certificate is SIGEN-CA (Slovenian General Certification Authority, see http://www.sigen-ca.si).
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