 | Loading… |
|
|
|
Export Subject’s Documents as eDocument
       
Clicking the Send to archive/documentation button on the Print Goods Document Range opens an Export subject's documents as eDocument form.
The Export subject’s documents as eDocument form enables different types of document export, e.g. document range, for subject, as XML or in the prescribed eSLOG format (eSLOG 2.0) to Documentation.
Export to XML file is enabled for all documents, regardless of the selected business type that is defined in the Subjects register.
|
Table of Contents
- General Data
- Document data
- Settings for Sending via E-Mail
|
In this section, define the document export type.
|
e-Slog type
|
In this field, the currently valid e-Slog standard is defined, according to which eDocuments are created.
 |
WARNING
From 1.10.2020, the only valid form is e-Slog 2.0.
|
|
|
Send document by e-mail
|
Check this checkbox if you want to send a document by e-mail simultaneously at export. On the bottom of the form, an additional section appears – Settings for sending by e-mail, for editing additional sending settings.
|
|
Send to documentation
|
This checkbox is checked by default and cannot be changed. The checkbox means that the documents will be sent to Documentation
|
|
Export XML
|
Check this checkbox if you want to create the eDocument in XML format.
|
|
Export PDF
|
Check this checkbox is you want to create the document in PDF format.
|
|
Export envelope
|
Check this checkbox if you want to create the document envelope in XML format.
|
|
Create
|
Clicking the button exports the document to documentation and by default creates an XML, a PDF and an XML envelope.
 |
HINT
Files are created depending on the checked checkboxes described above.
For a detailed description of XML file names, see e-Slog File Names.
|
|
In this section, select documents to be exported to Documentation, check the document data and linked data, and track potential mistakes on reports.
|
O. (selected)
|
If the checkbox is checked, the document will be exported in the way defined in the fields in the General data section (saved to local disc or sent to documentation and sent by e-mail). The selected files are going to be created (XML, PDF, envelope).
|
HINT
By default, all the lines that have not yet been exported are checked for export. (If a line has already been exported, the last two columns are filled in – XML file date and clerk).
|
|
|
Document
|
This field is populated with the key of the document you are exporting.
|
|
Invoice date
|
This field is populated with the invoice date from the invoice you are exporting.
|
|
Customer
|
This field is populated with information about the customer of the invoice you are exporting.
|
|
Consignee
|
This field is populated with information about the consignee of the invoice you are exporting.
|
|
Value
|
This field is populated with the value of the invoice you are exporting.
|
|
Currency
|
This field is populated with the currency value of the invoice you are exporting.
|
|
Type
|
In this field, select the document type for which the encryption is prescribed by e-Slog.
|
HINT
When exporting issued invoices, the field is automatically filled in with the type 380 - Invoice. You can export them using the wizards in issued invoices (see Import/export data - issue). If needed, you can change the type to 381, 383 or 386.
For exporting a preliminary invoice to a customer, the default value in the field is 325 - Preliminary invoice. You can export them using the wizard in sales orders (see Sales Orders - Import/Export Data).
|
|
|
Error
|
If errors appear while exporting a document, export will not be completed. The following error message appears: Document cannot be selected for export because it contains errors!
|
HINT
Errors while exporting to file can be:
If you want to create an eDocument for a document after it had already been created, the program shows the following message: "e-Slog document has already been created, (but has not yet been transferred to documentation)". Despite this, you can still select the document and export it to e-Slog again.
|
|
|
E-mail Address
|
In this field, the e-mail for sending exported files is filled in, if the Send Document by E-Mail checkbox is checked.
|
|
Full Name
|
This field is filled in with information about the contact person entered on the linked document that is being exported.
|
|
Date
|
This field is filled in with the date of creating the XML file, if it has already been created.
|
|
Packing Slip Date
|
This field is populated with the date of the packing slip linked to the invoice that is being exported.
|
|
VAT Date
|
This field is populated with data about the VAT date from the invoice that is being exported.
|
|
Clerk
|
This field is populated with information about the user ID of the user that created the XML file, if it has already been created.
|
|
Default Report
|
This field is populated with data about the default document report.
This field is filled in according to hierarchy settings:
- The report set in the Subjects register | Customer in the Document Printout section
- The report set in Document type
- The last used report on the form from which the document is being exported
You can set the default report by selecting it from the list.
|
|
(Customer) Bank Accounts
|
This field is populated with data about the bank account that is set as the default in the Subjects register. You can select any of the accounts that are entered on a subject.
|
|
Reference doc. type
|
In the Reference doc. type field, you define from which linked document the data will transfer to the exported e-invoice. E.g. if an order is linked to the issue document, this field is filled in with the option Order. Other options are as follows:
- Order
- Packing slip – if a packing slip is linked to the document.
- Contract – if a contract is linked to the document.
- Invoice – if an invoice is linked to the document.
- Packing slip + Order – if a packing slip and an order are linked to the document.
|
|
Linked document field
|
In this field, define the linked document that you want to be written into the exported e-invoice.
- Document 1 – to the XML file, data from the headers of Linked document 1 and Linked document 2 are entered. The data is entered to the header level of the document.
- Linked document key – to the XML file, the number of the linked document (packing slips, invoices) are entered, if it exists. The data is entered to the header level of the document.
- Linked document 1 – to the XML file, data from the headers of Linked document 1 and Linked document 2 are entered. The data is entered to the header level of the document and its lines.
- Linked document 2 – to the XML file, only data from the header of Linked document 2 is entered. The data is entered to the header level of the document.
- Key + Document 1 – to the XML file, data about the packing slip is entered, if the document was created from a packing slip. The data is entered to the header level of the document.
|
|
Recipient Name 2
|
Into this field, enter the longer name of the recipient. It is filled in from the Name 2 field in the Subjects register.
|
|
Prsn 3 Name 2 (Person 3 Name 2)
|
This field is populated with the longer name of the third person. It is filled in from the Name 2 field in the Subjects register.
|
The Settings for Sending via E-Mail section appears on the form if the Send document by e-mail checkbox is checked in the General section. In the section, you can enter accompanying text, define the e-mail address and other settings.
|
Text
|
In this field, enter custom text to be sent with the e-mail.
|
|
E-Mail Address
|
By checking the checkboxes, select the type of e-mail address to be filled into the E-mail Address field in the document line. The data is filled in from the Subjects register.
|
|
Carbon Copy
|
Into this field, enter the e-mail address of the recipient of the carbon copy of the e-mail.
|
|
BCC
|
Into this field, enter the e-mail address of the recipient of the hidden carbon copy of the e-mail.
|
|
Add files for payment to attachments
|
By checking the checkbox, you can attach a file with a payment order.
|
| Loading… |
| Loading… |
|
|
|
|