Copy Document Note

The Copy Document Note feature enables you to copy notes from the received XML document (eSLOG) to the PANTHEON document, which is imported via the Import eDocument Receiving Documents form.

HINT For a use case of importing an eDocument XML file, see the chapter Import eDocument Receiving Documents.

CASE SUMMARY The person responsible received an e-invoice for purchased goods from supplier Bestia Ltd. The e-invoice contains a document note, which the person responsible wants to copy to the PANTHEON document. This is done as follows.

To start, the person responsible opens the Import eDocument Receiving Documents form from PANTHEON document type, to which the documents are going to be imported.

The person responsible wants to import received invoice 23-3001-000001 (as a PDF in the image below) with document note – "Delivered 17.04.2023.".

Into the Path to XML Files field, the person responsible enters the location of the eDocument XML file. In this case: C:\host\eDocuments.

The person responsible checks the Copy Document Note checkbox.

Then imports data from the received XML file to the program by clicking the Import XML button.

The imported documents are visible in the table.

In the Note field, the document note is recorded.

Clicking the field opens a text window, where the person responsible can view or edit the note before creating documents.

Then, the person responsible creates the document by clicking the Create Doc button.

HINT The creation process is described in the chapter Importing eSLOG Receiving Documents.

In the created PANTHEON document, the copied note is visible in the Document Note field.