Use Our Item Name

When transferring lines from the received XML document (eSLOG) to PANTHEON document lines, imported via the Import eDocument Receiving Documents form, the Use Our Item Name featureuses the item name from the Items Register.

If the supplier ID is already linked with your item, the name is automatically filled in at import. If not, it is filled in when the line of the imported document is linked with your item in the ID field.

HINT For a use case of adding missing item IDs, see the chapter Add Missing External IDs to Items Register at Import. For a use case of importing an eDocument XML file to PANTHEON, see the chapter Importing eSLOG Receiving Documents.

CASE SUMMARY The person responsible received an e-invoice for purchased goods from supplier Bestia Ltd. At import, the person responsible wants the Name field on the item line to display the name from the Items Register. This is done as follows.

To start, the person responsible opens the Import eDocument Receiving Documents from from PANTHEON document type, to which the documents are going to be imported.

The person responsible wants to import received invoice 23-3001-000001 (as a PDF in the image below), which contains item with the name – "Mosquito Repellent 400ml".

Into the Path to XML Files field, the person responsible enters the location of the eDocument XML file. In this case: C:\host\eDocuments.

The person responsible imports the data from the XML file to the program by clicking the (Import XML) button.

The imported documents are visible in the table.

In the Name field in the table of document lines, the name from the imported document is entered – "Mosquito Repellent 400ml".

To use the name from the Items Register, the person responsible checks the Use Our Item Name checkbox and repeats the import by clicking the (Import XML) button.

When the import runs again, the Name field is empty.

The person responsible links the item ID.

From the list of items in the ID field in the document lines table, the person responsible selects the item ID that corresponds with the purchased item – MOSQUITO.

In the Name field, the name from the Items Register is automatically filled in – "Mosquito Repellent (Spray) Antimos 400ml".

The person responsible creates the document by clicking the (Create Doc) button.

HINT The creation process is described in the Importing eSLOG Receiving Documents.

In the created PANTHEON document, the Name on the line is taken from the Items Register.