Export subject documents as e-Slog

Path to XML Files

Into this field, enter the path to the location on the computer where you want to save the created XML files.

The path can be selected by clicking the icon, which opens a window for selecting the folder (directory).

e-Slog type

In this field, the currently valid e-Slog standard for creating e-Slog documents is set.

WARNING From 1.10.2020, the only valid form is e-Slog 2.0.

Send document by e-mail

Check the checkbox if you want to simultaneously send the exported document via e-mail. At the bottom of the form, an additional section appears: Settings for Sending via E-Mail, for defining additional sending settings.

Send to documentation

Check this checkbox if you want to transfer the document to documentation. In this case, the Path to XML Files field is hidden.

Export XML

Check this checkbox if you want to create the document in XML format.

Export PDF

Check this checkbox is you want to create the document in PDF format.

Export envelope

Check this checkbox if you want to create the document envelope in XML format.

Packing Slip Date (From/To)

In the packing slip fields, limit the display of documents according to a time period or dates of linked packing slips.

In the Date From field, enter the starting date. In the Date To field, enter the final date.

VAT Date (From/To)

In the VAT fields, limit the displayed documents according to time period or VAT date.

In the Date From field, enter the starting date. In the Date To field, enter the final date.

Invoice Date (From/To)

In the invoice fields, limit the displayed documents according to time period or invoice dates.

In the Date From field, enter the starting date. In the Date To field, enter the final date.

Customer

From the list of subjects in this field, select the customer whose documents you want to export.

Consignee

From the list of subjects in this field, select the consignee whose document you want to export.

Clerk

In the Clerk field, select the person responsible linked to the documents you are exporting from your company's contact persons list.

Document Types

Mark the issue document types that you want to export.

Status

Check the issue document statuses that you want to export.

Collect

Clicking this button displays all documents that fit the selected criteria in the table.

Create

By clicking this button, an XML file is created in the selected folder.

HINT For a detailed description of XML file names, see e-Slog File Names.

Sel. (selected)

If this checkbox is checked, the document will be exported with the method set with the fields in the General section (saved to a local disc or sent to documentation and sent via e-mail). Selected files will be created (XML, PDF, envelope).

HINT By default, all the lines that have not yet been exported are checked for export. (If a line has already been exported, the last two columns are filled in – XML file date and clerk).

Document

This field is populated with the key of the document you are exporting.

Invoice date

This field is populated with the invoice date from the invoice you are exporting.

Customer

This field is populated with information about the customer of the invoice you are exporting.

Consignee

This field is populated with information about the consignee of the invoice you are exporting.

Value

This field is populated with the value of the invoice you are exporting.

Currency

The field is populated with the currency value of the invoice you are exporting.

Type

In this field, select the document type for which the encryption is prescribed by e-Slog.

HINT When exporting issued invoices, the field is automatically filled in with the type 380 - Invoice. You can export them using the wizards in issued invoices (see Import/export data - issue). If needed, you can change the type to 381, 383 or 386.   For exporting a preliminary invoice to a customer, the default value in the field is 325 - Preliminary invoice. You can export them using the wizard in sales orders (see Sales Orders - Import/Export Data).

Error

If errors appear while exporting a document, export will not be completed. The following error message appears: Document cannot be selected for export because it contains errors!

HINT Errors while exporting to file can be: 4871 International unit of measurement code not entered! If you want to create an eDocument for a document after it had already been created, the program shows the following message: "e-Slog document has already been created, (but has not yet been transferred to documentation)". Despite this, you can still select the document and export it to e-Slog again.

E-mail Address

The e-mail address for sending the exported files. This field is filled in, if the Send Document by E-Mail checkbox is checked.

HINT The e-mail address is filled in according to the selected type of e-mail address in the Settings for Sending by E-Mail section.

Full Name

This field displays contact person data that is entered on the linked document that is being exported.

Date

In this field, the date of creating the XML file is filled in, if the file has already been created.

Packing Slip Date

This field is filled in with the date of the packing slip linked to the invoice that is being exported.

VAT Date

This field is filled in with data about the VAT date from the invoice that is being exported.

Clerk

This field is filled in with the ID of the user who created the XML file, if the file has already been created.

Default Report

This field is filled in with data about the default document report.

This field is filled in according to hierarchy settings:

• The report set in the Subjects register | Customer in the Document Printout section
• The report set in Document type
• The last report used on the form from which the document is being exported

You can set the default report by selecting it from the list.

(Customer) Bank Accounts

This field is filled in with data about the bank account that is set as the default in the Subjects register. You can select any account entered on a subject.

Reference doc. type

The Reference doc. type field is populated with the data about the linked document type. E.g. if the issue document is linked to an order, this field is populated with the option Order. Other options are as follows:

• Order
• Packing slip – if a packing slip is linked to the document.
• Contract – if a contract is linked to the document.
• Invoice – if an invoice is linked to the document.
• Packing slip + Order – if a packing slip and an order are linked to the document.

Linked document field

Define the linked document you want recorded on the exported e-invoice.

• Document 1 – to the XML file, data from the headers of Linked document 1 and Linked document 2 are entered. The data is entered to the header level of the document.
• Linked document key – to the XML file, the number of the linked document (packing slips, invoices) are entered, if it exists. The data is entered to the header level of the document.
• Linked document 1 – to the XML file, data from the headers of Linked document 1 and Linked document 2 are entered. The data is entered to the header level of the document and its lines.
• Linked document 2 – to the XML file, only data from the header of Linked document 2 is entered. The data is entered to the header level of the document.
• Key + Document 1 – to the XML file, data about the packing slip is entered, if the document was created from a packing slip. The data is entered to the header level of the document.

Recipient Name 2

This field is filled in with the longer name of the recipient. The data is copied from the Name 2 field in the Subjects register.

Prsn 3 Name 2 (Person 3 Name 2)

This field is filled in with the longer name of the third person. The data is copied from the Name 2 field in the Subjects register.

Text

In this field, enter custom text to be sent with the e-mail.

E-Mail Address

By checking the checkboxes, define the type of e-mail address contact information is filled into the E-Mail field on the document line. The data is copied from the subject's contact persons data.

Carbon Copy

Into this field, you can enter the e-mail address of the recipient of the copy of the e-mail.

BCC

Into this field, you can enter the e-mail address of the recipient of the hidden copy of the e-mail.

Add files for payment to attachments

By checking the checkbox, you can also add a file with a payment order.