Enter and post an invoice with accruals/deferrals

The eWorkflow guides you through the process of entering a invoice for costs into PANTHEON, posting the invoice and creating accruals.

The eWorkflow is divided into the following steps:

1. Entering the invoice for costs using the document type 1200 – Invoice for costs. The key block in this step is the Run any form block.
2. Creating accruals on the relevant document type (ACR0). In this step, the key blocks are Run any form and Send mail.

For the eWorkflow to work properly, no additional settings need to be defined, because it merely guides you through the steps described above.

For the posting of active short-term accruals, the same settings as for the manual posting of active short-term accruals are required. You can see them in more detail HERE.

1. Transferring the eWorkflow using the Web Service

To import the eWorkflow, follow the procedure described in Transferring eWorkflow via PANTHEON Web Service.

2. Setting up the Send mail block

On the eWorkflow grid, double-click the Send mail block to open its settings.

Before starting to define the block settings, see the chapter Defining basic settings for eWorkflows

The block sends an email to the person responsible, as specified in the block settings.

Thus, you are required to enter the email address of the person responsible, while you can optionally enter the subject () and the content of the default mail message (Message).