Copy Line Note

The Copy Line Note feature enables you to copy line notes from the received XML document (eSLOG) to lines of the PANTHEON document, which is imported via the Import eDocument Receiving Documents form.

HINT For a use case of importing an e-document XML file, see the chapter Import eDocument Receiving Documents.

CASE SUMMARY The person responsible received an e-invoice for purchased goods from supplier Bestia Ltd. The e-invoice contains a line note, which the person responsible wants to copy to the PANTHEON document line at import. 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) with the document line note – "Spray Antimos 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 checks the Copy Line Note checkbox.

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

The imported documents are visible in the table.

In the Note field, the line note is visible.

Clicking the field opens a text window, where the person responsible can view or edit the note before creating documents.

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

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

In the created PANTHEON document, in this case 1002 – Purchase – Retail, the copied item line note is visible in the Note field on the item line.

Clicking the Note field opens a text window, where the person responsible can view or edit the note.