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Export Customer Preliminary Invoices as e-Slog
     
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WARNING
If the Export customer preliminary invoice as e-Slog function is used, documents for customers with the selected Traditional type in the Business Documents field set in Subjects register are not among documents for export.
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WARNING
Information about the sender for the export into XML file the program will look for in the Subjects register Administration panel | Program parameters | Company| General defined as This Company.
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 Sales order - Import/Export data
The Export customer preliminary invoice as e-Slog function enables to export customer preliminary invoice in the form as usual for an invoice.
The Export customer preliminary invoice as e-Slog function enables to export a range of documents for the individual customer (that is the customer from the currently active document) as XML file or in a more detailed prescribed e-Slog form.
Table of contents
- Header
- Details on Documents for Export
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1. Headre
In the header, we enter the basic data used for Export.
| Path to XML files |
In the Path to XML files field enter the path to the menu, the created XML files are to be saved.
You can select the menu from a list with a click on the three dots icon  .
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| ESlog Type |
Select this option if you wish to send the document exported into XML - eSLOG different version. |
| Send document by E-Mail |
If the XML exported document shall be sent by email check the Send document by E-Mail box. The document will be sent to the email address of the type X (see Contacts):
- to the person entered on the document as a contact to the email of the type X, entered at this particular contact;
- if the contact from the document has no email of the type X, the program will use the first successive email of this type entered at this partner (according to the successive number of the contact in the contacts table of the subjects register.
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| Send to Documentation |
Select this option if you wish to send the document into Documentation. |
| Export XML |
Select this option if you wish to send the document into XML. |
| Export PDF |
Select this option if you wish to send the document into PDF. |
| Export envelope |
Select this option if you wish to send the document into envelope. |
| Date From - Date To (orders) |
Collecting document for the export can be limited. You can do that by setting the start and end date for the order in the Date From (orders) - Date To fields. |
| Date From - Date To (delivery period) |
Collecting document for the export can be limited. You can do that by the start and end date of the delivery deadline from the sales order header in the Date From (delivery period) - Date To. |
| Customer |
Collecting document for the export can be limited. You can do that by setting the customer from the sales order header in the Customer field. |
| Consignee |
Collecting document for the export can be limited. You can do that by setting the consignee from the sales order header in the Consignee field |
| Clerk |
Collecting document for the export can be limited. You can do that by setting the clerk from the sales order in the Clerk field. |
| Document Types |
Collecting document for the export can be limited. You can do that by setting the document type from the sales order, the document is created in. You can select the individual document type for export by simply checking the box in front of it. |
| Status |
Select the status of the order.
- Created - This status function presents a customer with information and does not affect available stock.
- Confirmed - This status function presents for the customer and supplier a binding order and does affect available stock
- Finished - This status function is used for orders that are only partially dispatched and the remaining non-dispatched quantity is reversed.
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Collect
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With a click on this Collect button, the program will according to previously defined restriction criteria collect documents for export and report them in the below list (see Details on documents for exports).
If you change restriction criteria you need to click the Collect button again to refresh selected documents.
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Create
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If you click the Create button the program will for the selected menu create the XML file. (For the description of names for XML files see Names of e-Slog files.)
If you have selected the e-Slog document signing, you need to before creating the XML file select the certificate - see digital signature.
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2. Details on Documents for Export
In this part of the form, we enter data about Details on Documents for Export.
Sel.
(selected) |
If the box in the Sel. field is checked, the line is selected for export.
By default all not yet exported files are selected. (if the line was already exported, are filled columns or field Date and Clerk).
A document that includes errors (see Error field), cannot be selected for export, neither by default nor your selection, until errors are removed see (Document cannot be selected for export because it contains errors!).
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| Document |
The Document field is filled with the internal number of the document to be exported.
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WARNING
If the Export customer preliminary invoice as e-Slog function is used, documents for customers with the selected Traditional type in the Business Documents field set in Subjects register are not among documents for export.
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| Customer |
The Customer field is filled with the customer of the document (sales order) to be exported. |
| Consignee |
The Consignee field is filled with the customer of the document (sales order) to be exported |
| Value |
The Value field is filled with the value to be paid from the invoice to be exported. |
| Currency |
The Currency field is filled with the currency the value from the previous field is expressed in. |
| Type |
The Type field is filled with the ID of the document type (to encode document types is prescribe with the e-Slog). Allowed document type in the file for invoices an order is:
- 325 - Quotation;
- 380 - Invoice;
- 381 - Credit note;
- 383 - Debit note;
- 386 - Prepayment invoice.
To export a preliminary invoice for the customer, the program will by default fill the type 325 - Quotation.
To export other document types see Import/Export data - issue.
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| Error |
If when exporting a document an error occurs, the export will not be executed (see Document cannot be selected for export because it contains errors!). Errors when exporting documents are:
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| E-mail address |
In the E-mail address field is entered the email address to which the exported files should be sent to, provided the box Send document by E-Mail is checked. (To look for the email address to sent and email see the description of the Send document by E-Mail checkbox in the header topic of this chapter.)
The email address can be changed manually.
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| First and Last name (Contact person) |
In the First and Last name field is entered the name and the last name of the contact person that is entered in the document. |
| Date |
If the XML file is already created, the Date field will be filled with the date, the XML was created on.
For more information about specifying XML files see Names of e-Slog XML files.
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| Ordered on |
In the Ordered on field is filled with the date of the sales order document that is to be exported. |
| Delivery by |
The Deliver by field is filled with delivery deadline from the header of the sales order that is to be exported. |
| Clerk |
If the XML file is already created, the Clerk field will be filled with clerk who created the file in question. |
Export Customer Preliminary Invoices as e-Slog
Export Customer Preliminary Invoices as e-Slog
Export Customer Preliminary Invoices as e-Slog
 Sales order - Import/Export data
The Export customer preliminary invoice as e-Slog function enables to export customer preliminary invoice in the form as usual for an invoice.
The Export customer preliminary invoice as e-Slog function enables to export a range of documents for the individual customer (that is the customer from the currently active document) as XML file or in a more detailed prescribed e-Slog form.
 |
If the Export customer preliminary invoice as e-Slog function is used, documents for customers with the selected Traditional type in the Business Documents field set in Subjects register are not among documents for export. |
Header
| Path to XML files |
In the Path to XML files field enter the path to the menu, the created XML files are to be saved.
You can select the menu from a list with a click on the three dots icon .
|
| Send document by E-Mail |
If the XML exported document shall be sent by email check the Send document by E-Mail box. The document will be sent to the email address of the type X (see Contacts):
- to the person entered on the document as a contact to the email of the type X, entered at this particular contact;
- if the contact from the document has no email of the type X, the program will use the first successive email of this type entered at this partner (according to the successive number of the contact in the contacts table of the subjects register.
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| Date From - Date To (orders) |
Collecting document for the export can be limited. You can do that by setting the start and end date for the order in the Date From (orders) - Date To fields. |
| Date From - Date To (delivery period) |
Collecting document for the export can be limited. You can do that by the start and end date of the delivery deadline from the sales order header in the Date From (delivery period) - Date To. |
| Customer |
Collecting document for the export can be limited. You can do that by setting the customer from the sales order header in the Customer field. |
| Consignee |
Collecting document for the export can be limited. You can do that by setting the consignee from the sales order header in the Consignee field |
| Clerk |
Collecting document for the export can be limited. You can do that by setting the clerk from the sales order in the Clerk field. |
| Document Types |
Collecting document for the export can be limited. You can do that by setting the document type from the sales order, the document is created in. You can select the individual document type for export by simply checking the box in front of it. |
| Collect |
With a click on this Collect button, the program will according to previously defined restriction criteria collect documents for export and report them in the below list (see Details on documents for exports).
If you change restriction criteria you need to click the Collect button again to refresh selected documents.
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| Create |
If you click the Create button the program will for the selected menu create the XML file. (For the description of names for XML files see Names of e-Slog files.)
If you have selected the e-Slog document signing, you need to before creating the XML file select the certificate - see digital signature.
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Details on Documents for Export
Sel.
(selected) |
If the box in the Sel. field is checked, the line is selected for export.
By default all not yet exported files are selected. (if the line was already exported, are filled columns or field Date and Clerk).
A document that includes errors (see Error field), cannot be selected for export, neither by default nor your selection, until errors are removed see (Document cannot be selected for export because it contains errors!).
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| Document |
The Document field is filled with the internal number of the document to be exported.
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If the Export customer preliminary invoice as e-Slog function is used, documents for customers with the selected Traditional type in the Business Documents field set in Subjects register are not among documents for export. |
|
| Customer |
The Customer field is filled with the customer of the document (sales order) to be exported. |
| Consignee |
The Consignee field is filled with the customer of the document (sales order) to be exported |
| Value |
The Value field is filled with the value to be paid from the invoice to be exported. |
| Currency |
The Currency field is filled with the currency the value from the previous field is expressed in. |
| Type |
The Type field is filled with the ID of the document type (to encode document types is prescribe with the e-Slog). Allowed document type in the file for invoices an order is:
- 325 - Quotation;
- 380 - Invoice;
- 381 - Credit note;
- 383 - Debit note;
- 386 - Prepayment invoice.
To export a preliminary invoice for the customer, the program will by default fill the type 325 - Quotation.
To export other document types see Import/Export data - issue.
|
| Error |
If when exporting a document an error occurs, the export will not be executed (see Document cannot be selected for export because it contains errors!). Errors when exporting documents are:
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| E-mail address |
In the E-mail address field is entered the email address to which the exported files should be sent to, provided the box Send document by E-Mail is checked. (To look for the email address to sent and email see the description of the Send document by E-Mail checkbox in the header topic of this chapter.)
The email address can be changed manually.
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| First and Last name (Contact person) |
In the First and Last name field is entered the name and the last name of the contact person that is entered in the document. |
| Date |
If the XML file is already created, the Date field will be filled with the date, the XML was created on.
For more information about specifying XML files see Names of e-Slog XML files.
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| Ordered on |
In the Ordered on field is filled with the date of the sales order document that is to be exported. |
| Delivery by |
The Deliver by field is filled with delivery deadline from the header of the sales order that is to be exported. |
| Clerk |
If the XML file is already created, the Clerk field will be filled with clerk who created the file in question. |
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Information about the sender for the export into XML file the program will look for in the Subjects register Administration panel | Program parameters | Company| General defined as This Company. |
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