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Export Preliminary Invoice as eDocument

       
  

WARNING

Documentation the import/export of simple XML invoices as e-Slog is based on is available at the Chamber of Commerce and Industry of Slovenia home page:  http://www.gzs.si/Nivo3.asp?ID=14871&IDpm=2306.

 

WARNING

The Export preliminary invoice as e-Slog function enables to export in XML file regardless to the selected type in the Business Documents field set in Subjects register.

 

WARNING

For the export of the range of documents see Export Customer's Preliminary Invoice as e-Slog.

 

WARNING

nformation 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.

 

 Sales order - Import/Export data

The Export preliminary invoice as e-Slog function enables to export preliminary invoice in the form as usual for an invoice. Exported is individual preliminary invoice.

The Export preliminary invoice as e-Slog function enables to export individual (currently active) document as XML file or in a more detailed prescribed e-Slog form.

Table of contents

  1. Header
  2. Details on Documents for Export

1. Header

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 009330.gif.
ESlog Type Select this option if you wish to send the document exported into XML - eSLOG different version.
Document The Document field is filled with the internal number of the document to be exported.
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.
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.

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.

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!).
Document The Document field is filled with the internal number of the document to be exported.

The Export preliminary invoice as e-Slog function enables the import to XML file regardless to the selected type in the Business Documents field set in Subjects register.
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 types in the file for invoices are:
  • 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:
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.
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.
Ordered on In the Ordered on field is filled with the date of the sales order document that is to be exported.
Deliver 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.

 

 

 

Related topics:

 Sales Orders

   Import/Export Data

 

 

 

 

Export Preliminary Invoice as e-Slog

Export Preliminary Invoice as e-Slog

Export Preliminary Invoice as e-Slog

010379.gif010380.gif010381.gif010411.gif010382.gif010383.gif

020588.jpg Sales order - Import/Export data
The Export preliminary invoice as e-Slog function enables to export preliminary invoice in the form as usual for an invoice. Exported is individual preliminary invoice.

000001.gif Documentation the import/export of simple XML invoices as e-Slog is based on is available at the Chamber of Commerce and Industry of Slovenia home page:  http://www.gzs.si/Nivo3.asp?ID=14871&IDpm=2306.

The Export preliminary invoice as e-Slog function enables to export individual (currently active) document as XML file or in a more detailed prescribed e-Slog form.

000001.gif The Export preliminary invoice as e-Slog function enables to export in XML file regardless to the selected type in the Business Documents field set in Subjects register.
000001.gif For the export of the range of documents see Export Customer's Preliminary Invoice as e-Slog.

39181.gif

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 009330.gif.
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.
Document The Document field is filled with the internal number of the document to be exported.
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.

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!).
Document The Document field is filled with the internal number of the document to be exported.

The Export preliminary invoice as e-Slog function enables the import to XML file regardless to the selected type in the Business Documents field set in Subjects register.
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 types in the file for invoices are:
  • 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:
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.
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.
Ordered on In the Ordered on field is filled with the date of the sales order document that is to be exported.
Deliver 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.
000001.gif 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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