Importing eSLOG Receiving Documents

The Import eDocument Receiving Documents form enables you to import eSLOG documents from a local folder to a PANTHEON document.

This chapter presents a use case of importing e-documents from a local folder to a PANTHEON receiving document.

CASE SUMMARY The person responsible wants to import a supplier's received e-invoices from a local folder. The person responsible opens the Import eDocument Receiving Documents form, sets the place where the received files are stored and equips the imported documents before creating. This is done as follows: Opening the Import eDocument Receiving Documents form Importing XML files Setting item IDs Creating a PANTHEON receiving document

1. Opening the Import eDocument Receiving Documents form

In the menu, the person responsible selects Goods | Receiving | Document and opens document: 1002 – Purchase – Retail.

HINT Before importing, you do not have to open a new record on the selected PANTHEON document.

To open the form, the person responsible goes to the toolbar, clicks the (Import/Export Data) button and selects the option Import eDocument Receiving Documents.

An Import eDocument Receiving Documents form opens.

Next, the person responsible imports XML files.

2. Importing XML files

In the Path to XML Files field, the person responsible enters or finds the location of the e-documents file. In this case, C:\host\eDocuments.

Then, the person responsible clicks the Import XML button and imports all corresponding files from the selected location.

The imported documents are visible in the table.

HINT For more information about importing options, see the chapter Import eDocument Receiving Documents in the technical manual. For use cases of options at import, see the following chapters: Copy Document Note Copy Line Note Re-Read Prices Use Our Item Name Fill Account numbers from previous import Add Missing External IDs to Items Register at Import

Next, the person responsible sets item IDs.

3. Setting item IDs

When the person responsible clicks the imported document, the lines of this document are shown in the lower table of the Import eDocument Receiving Documents form;

In the ID field, the person responsible selects the corresponding item from the list of items.

In this case, the person responsible selects: LARA3.

The person responsible repeats the procedure for all lines of the imported documents.

HINT The ID field is filled in automatically, if the subject's External ID is linked with the item in the External IDs panel of the Items Register. To automatically add external IDs at import of received eDocuments, check the Add Missing External IDs to Items Register at Import checkbox.

Next, the person responsible creates PANTHEON documents.

4. Creating a PANTHEON receiving document

Before creating, the person responsible checks whether all imported documents, from which PANTHEON documents are being created are checked in the Sel. (Selected) on the Import eDocument Receiving Documents form.

WARNING Received documents that have been imported correctly, have the Sel. (Selected) checkbox checked by default. If the checkbox is not automatically checked, the document has already been created or an error occurred at import (see the Error field.) Despite this, documents can still be selected and created.

The person responsible clicks the Create Doc button.

The program shows a confirmation window, where the person responsible clicks the OK button.

After the document was successfully created, the program shows an information window, notifying the user that the operation is complete.

After confirming the information, the Import eDocument Receiving Documents form closes.

A document type 1002 – Purchase – Retail form opens or is created, on the last created document, in this case: 23-1002-000002.

Data from the imported e-invoice is imported to the document.