Export subject documents as e-Slog
Export subject documents as e-Slog
Export Subject's
Documents as e-Slog
Import and export of data - issue
This function allows for the export of selection of documents for a certain
customer (customer from currently active document) into XML or for more
detail prescribed e-Slog format.
 |
With the use of this function, the documents issued to the
customer, by which the type of operation "Paper" is selected in the
subjects register, do not appear among the
documents. |
Basic data
Path to XML files
|
Enter the path to the directory, where you wish to save the created XML
files. The directory can also be selected from the list with the click on
the icon
 . |
|
Send document by E-Mail |
Select this option if you wish to send the XML exported document simultaneously by
E-Mail. The document will be sent to the e-mail address of type X (see
Contact persons):
- to the person, who is entered as the contact person on the
issued invoice , to the e-mail address of
type X, entered with this contact person
- if the contact person from the issued invoice does not have the e-mail
address of type X, the first consecutively entered e-mail with this type
of subject is being used (according to the consecutive number of the
contact person in the table of contact persons
of the subjects register.
|
|
packing slip date (From - To) |
Documents for export can be limited by date of the packing
slip from the issued invoice. |
|
VAT date(From - To) |
Documents for export can be limited by date of VAT from the
issued invoice. |
|
invoice date (From - To) |
Documents for export can be limited by date of invoice from
the issued invoice. |
|
Customer |
Documents for export can be limited by customer from the
issued invoice. |
|
Consignee |
Documents for export can be limited by consignee from the
issued invoice. |
|
Clerk |
Documents for export can be limited by clerk from the
issued invoice. |
|
Document types |
Documents for export can be limited by type of document of
issue in which the document has been created. An individual type of document
is selected by checking it. |
|
Collect |
According to previously stated limiting criteria, when you click this
button the program finds the documents for export and displays them in the
following list (see Data on documents for export).
If you change the
limiting criteria, you have to click that button again to refresh the
selection of documents. |
|
Create |
This button will create the XML file in the selected
directory. (For description of names off XML files see
Names of e-Slog XML files.)
If you have also
selected the signature of the document, you also have to select the
certificate before creating the file - see Electronic
signature. |
Data on documents for export
|
Sel.(selected) | If a line is checked, it
is marked for export. By default, all lines that have not been exported
are marked for export (if the line has already been exported, the last two
columns are filled - date of creating XML file and the clerk).
If errors
are present on the document (see last field, Error), the document is by
default not marked for export and can not be marked for export before the
errors are corrected (see
Document can not be marked for export because it
contains errors!). |
| Document |
The
internal
Pantheon number of document you are exporting.
|
|
With the use of this function, the documents, issued to
customer with which the type of operation "Paper" is selected in the
Subjects register will not appear among the
documents for export |
|
|
Type |
Select the type of document
(codification of the document type is prescribed by eSlog). The document
types allowed in the file for invoices are:
- 325 - Quotation
- 380 - Invoice
- 381 - Credit
- 383 - Debit
- 386 - Prepayment invoice
The type 380 - Invoice is filled by default with the export of issued
invoice, they are being exported with the help of the wizard of issued
invoices (see Import and export of data - issue).
If needed you can also change the type to 381, 383 or 386.
For export of recalculation to the customer the type 325 - Quotation is
filled by default, they are being exported with the help of wizard from the
customer orders (see Import and export of data - customer order). |
|
Packing slips | The date of the packing slip from the invoice you
are exporting. |
|
VAT date | The VAT date from the invoice you are
exporting. |
|
Invoice | The date of invoice from the invoice you are
exporting. |
|
Customer | The customer from the invoice you are
exporting. |
|
Consignee | The recipient from the invoice you are exporting. |
| First and last name |
The
first and last name of the contact person entered in the document. |
| E-mail address |
The e-mail address where the exported file should be sent
if the checkbox Send document by E-Mail is checked. (For type
of search of the e-mail for sending see description of this checkbox.)
E-mail can also be edited or changed at this location. |
|
Value | The value for payment from the invoice you are exporting. |
|
Currency | The currency in which the value from the previous field
is listed. |
| (created XML) - Date |
If the XML file has already been created, the date of creation of XML file
is displayed in that field. For explanations in regards of renaming of XML
files see Names of e-Slog XML
files. |
| (created XML) - Clerk |
If the XML file has already been created, the clerk
who created the file will be shown in this field. |
| Error |
If errors occurred with the import of the document, the
export WILL NOT BE POSSIBLE (see
Document can not be marked for export because it
contains errors!). Errors at the export of the file can be:
|
| |
|
|
|
Data about sender for export into XML file is searched for
by the program in the Subject register. The company listed in Program Parameters |
Company | General, in the This company field,
is used. |