eExchange
The eExchange section in PANTHEON is used to define the settings for the electronic exchange of business documents with a specific business partner or subject. The settings are divided into two main sections: Send and Receive.
The Send section defines how documents are prepared and sent to the selected subject. The Receive section defines how incoming electronic documents are processed and mapped to the appropriate document types and items in PANTHEON.
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IMPORTANT
The eExchange settings defining the way of doing business with subjects, were previously specified in the General Data section of the subject.
With version 49.10 they were moved to the new eExchange tab.
The existing settings were transferred to the new configuration as follows:
| Previous setting |
New
setting |
| Paper |
Printing |
| Paper and electronic |
eMail |
| Electronic eSlog |
Bizbox |
|
1. Send
| Doc. Type |
Defines the type of document that will be sent through eExchange, for example an invoice, order, delivery note, or other supported document type. |
| Mailbox |
Specifies the mailbox or electronic exchange endpoint used for sending the document. |
| Convert |
Defines whether and how the document is converted into the required electronic format before it is sent. |
| Report |
Defines an additional sending or processing option related to the document exchange. The exact purpose depends on the selected configuration. |
| Item Replacement |
Defines the rules for replacing or mapping items when preparing the document for electronic exchange. |
| Subject |
Specifies the subject or business partner to which the document is sent. |
| Reference doc. type |
Defines the document type used as a reference when processing or linking the exchanged document. |
| Linked document field |
Specifies the document field used to establish a link between the electronic document and the corresponding document in PANTHEON. |
2. Receive
| Doc. Type |
Defines the type of incoming document that PANTHEON should process, for example an electronic invoice or order. |
| Convert ID |
Identifies the conversion configuration used to transform the received electronic document into a PANTHEON document. |
| Type of e-document |
Specifies the format or type of the incoming electronic document. |
| ePosting |
Defines whether the received document is processed using the ePosting functionality. |
| Our Item Name |
Determines which item name or item identification method is used when matching items from the received document with items in PANTHEON or not. |
| Item Search |
Defines the method used to search for and match items from the received electronic document with items in PANTHEON. Available options are:
Search only by subject ID (S), Search by subject ID and item ID (I), Search only by supplier code (O), Search in previous import (P), and Search by NENSI code (N). |
| Fill Linked Document |
Determines which linked document information is automatically filled in when the incoming electronic document is processed. |