Add Missing External IDs to Items Register at Import
The Add Missing External IDs to Items Register at Import feature enables the external IDs and name from the received XML file (eSLOG) to be automatically added to the Items Register.
The external ID is added after PANTHEON documents are created, when lines from the imported document are already linked with the item. At next import, the program will recognise lines with the added external ID and automatically link it with the item.
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CASE SUMMARY
The person responsible received an e-invoice for purchased goods from supplier Bestia Ltd. A line on the e-invoice contains an external ID that is not yet entered in the Items Register. When the document is being created, the person responsible wants to add the external ID to the linked item. This is done as follows.
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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.
Into the Path to XML Files field, the person responsible enters the location of the eDocument XML file. In this case: C:\PANTHEON.
The person responsible checks the Add Missing External IDs to Items Register at Import checkbox.
The person responsible imports data from the XML file to the program by clicking the Import XML button.
The imported documents are visible in the table.
In the lower table, where document lines are shown, the ID field is empty, as the item is not yet linked with the external ID LARA3.
From the list of items in the ID field, the person responsible selects the item LARA3.
The person responsible creates a new document with the imported data by clicking the Create Doc button.
After creating the document, the external ID is automatically added and is visible in the Items Register, on the External IDs panel, on item LARA3.
The person responsible imports another file that contains a line with the same external ID – LARA3. This is done by the procedure described above.
At import, the ID field is already filled in, as the external ID and item are linked.
