Export Document as eDocument

A PANTHEON document can be exported and exchanged in different ways and in different forms.

A document can be exported in eSLOG format that can be saved to eDocumentation and then forwarded as an e-invoice, e-order, e-packing slip, or sent to a customer as a document via e-mail.

This chapter presents the Export Document as eDocument feature, which is found in the document toolbar and used by clicking the (Import/Export Data) button.

WARNING The Export Document as eDocument feature is found on various documents under various names. In all cases, the exporting process is the same, the only difference is the document type. According to document types, the names are: Sales orders: Export Sales Order as eDocument – exports the sales order Export Preliminary Invoice as eDocument – a feature for exporting preliminary invoices Purchase orders: Export Purchase Orders as eDocument – purchase orders are exported in the same way Issue (issue documents): Export eDocument Issue Document – exports issued invoices Export eDocument Packing Slip – feature for exporting packing slips

CASE SUMMARY The person responsible in the Tecta company wants to create an e-invoice and save it to eDocumentation. This is done as follows: Creating an e-invoice Checking the e-invoice in eDocumentation

1 Creating an e-invoice

The person responsible selects Goods | Issue | Document from the menu and, in this case, selects the document type 3000 – Sale.

The person responsible creates the invoice they want to send to a customer. In the toolbar, the person responsible clicks the (Import/Export Data) button and selects the Export eDocument Issue Document feature.

An Export subject's documents as eDocument form opens. With this feature, PANTHEON converts the invoice to an electronic format (eSLOG), by checking the fields in the window:

• ESlog type – selects the current version ESlog 2.0
• Send to Documentation – check this checkbox if you want to export the invoice to eDocumentation
• Export xml – check this checkbox if you want PANTHEON to convert the invoice to e-invoice (XML format)
• Export PDF – check this checkbox to attach a PDF of the invoice to the e-invoice
• Export envelope – check this checkbox if you want to attach the electronic envelope (instead of the traditional paper envelope) to the e-invoice

HINT All current information about eSLOG documents can be found on the Slovenian National eBusiness Centre websites.

In the lines, the selected invoice is visible (with the checkbox checked), as well as its data.

HINT In the Error field, potential errors are recorded. For example, the bank account number or bank's BIC is missing in the Subjects Register:

Clicking the Create button exports the invoice to eDocumentation.

Clicking the Confirm button closes the information window with the message: Operation complete!

2. Checking the e-invoice in eDocumentation

A Documents form opens, where you can see the newly created document stored in eDocumentation.

From the data in eDocumentation, you that the e-invoice:

• Received the status Send – you can forward it to its recipient using the Send eDocument to bizBox eWorkflow.
• Received the Key: 23-DIZ0-000108 – you use it to lead the document in eDocumentation
• Was saved to Archive DIZ0(Export documentation) – according to archive and classification settings on document types
• Received the classification 250 - Invoices (received, issued, internal) and documentation required to create them – according to archive and classification settings on document types
• Was saved to eDocumentation – according to classifications in the Classification Scheme

Additional information about e-invoices are found on the tabs:

• Links – this tab displays the links of the original PANTHEON document, which is readily accessible by clicking the Link Key.
  
• Metadata – displays the key data (Subject and Classification) set on the classification 250 - Invoices (received, issued, internal) and documentation required to create them.
  
• Files – displays all created files.