Create PANTHEON document from scanned document (Create invoice)

Based on the invoice imported to eDocumentation, the user can create a PANTHEON receiving document and add the relevant data to it upon import. A link is also created between the PANTHEON document and the source document in eDocumentation.

To make this easier to understand, a use case is described below. A person responsible receives a paper invoice for a service from the supplier. This invoice is scanned and imported into eDocumentation. Based on the document in the eDocumentation, PANTHEON eWorkflow creates a receiving document.

The key steps in using this eWorkflow include:

1. Creating the invoice – In this part of the eWorkflow, you need to define the data for creating the PANTHEON receiving document (invoice). Define the type of document, the subject, the warehouse, the department, etc. according to the source invoice. The key block in this step is the Create document block.
2. Entering the invoice – For the created PANTHEON receiving document (invoice), you need to enter the missing data, such as invoice number, lines, etc. In this step, the key block is the Document type block.

For the eWorkflow to work properly, the following settings must be defined beforehand:

1. Activating eDocumentation services
2. Transferring the predefined eWorkflow Create PANTHEON document from scanned document

HINT For more information on how to use the eWorkflow Create PANTHEON document from scanned document, see the use case in the chapter Creating PANTHEON document from scanned document (use case).