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Import e-Slog Preliminary Invoice
Import e-Slog Preliminary Invoice
Import e-Slog
Preliminary Invoice
Import/Export data -
Purchase Orders
The Import e-Slog
Preliminary Invoice function enables to import received
preliminary invoices from suppliers they have sent us in the prescribed
e-Slog XML file as usual for invoices.
Instructions for work and the created file are the same as the one described
in the chapter for the import of sales orders (see Import e-Slog
documents - receiving). Imported is the e-Slog document type 325 - Quotation.
Header
Path to XML Files
| In the Path to XML files
field enter the path to the menu, the received XML files are to be saved. You
can select the menu from a list with a click on the
 . |
|
Add Missing External IDs to Items register at Import |
Before importing you must provide that each item ID from the received order
(External IF field in the line of the document for import) gets assigned
item ID from as it is entered in your database in the Items register (ID
field in the line of the document for import). If this connection is not
established in the items register, but you select it before the import, you
can set through this Add Missing External IDs to Items register as Import
checkbox if this connection shall be permanently recorded in the Items
register or no:
- If the Add Missing External IDs to Items register as Import
box is checked, each connection ID - External ID, entered before
the import of data, will be recorded in the Items register ->
External ID panel;
- If the Add Missing External IDs to Items register as Import
box is not checked, each connection ID - External ID, entered
before the import of data, will count as a connection for this
particular document only and will not be recorded in the Items register
to be used in further imports of documents.
For example see also chapters External IDs only
and External IDs, then Item IDs. |
|
Read Item IDs |
With the Read Items IDs
checkbook you define how item ID will be filled, it is also transferred to
successfully imported documents.
You can select between:
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|
Fill subject's doc. to |
In the Fill subject's doc. to
section select to which field of orders the number of customer's document
and the date of the document will be imported.
You can select among:
- Linked document 1 (field Linked document 1);
- Linked document 2 (field Linked document 2);
- None (you do not import
data about the order).
Data about the order are normally filled in the field for the entry of
Linked document 1. |
(Import XML) |
If you click on the Import XML button the program will import the XML file
or more detailed data will be imported into the below table (see
Details on document for import and Lines of documents for import). If the previously entered path to the XML file is
correct, the program will automatically fill the list of documents for
import when you open the present window. |
(Create doc.) |
If you click on the Create doc. button, the program
will in the currently active document type (document type in which you have
run the function for import) create as many purchase orders as are selected
filed for import. After the document is successfully created, the
successfully imported file will be deleted from the menu the file was listed
before the import
After you click this button, the program will ask for confirmation (see
Do you really want to create documents!).
|
Details on Documents for Import
|
Sel. (selected) | If the box in
the Sel. field is checked, the
line is selected for import. By default are selected all lines for import
that were recognized from XML files of the selected menu and do not include
errors. If document includes error (see description of the Error column/field),
it cannot be selected for import, neither by default nor you selection,
until errors are be removed (see
Document cannot be selected for import because it
contains errors!). |
| Filename |
The Filename field is filled with the name
of the file that is to be imported, including data for the path to the
appropriate file. |
|
Number (supplier's preliminary invoice) |
The
Number field is filled with the number of the
preliminary invoice of the supplier from the XML
file to be imported. |
|
Type (imported document) | The Type
field is filled with the ID of the document type from XML file to be
imported (to encode document types is prescribe with the e-Slog). Allowed
document types in the file for the import of confirmation are:
- 325 - Quotation;
- 380 - Invoice;
- 381 - Credit note;
- 383 - Debit note;
- 386 - Prepayment invoice.
Through this function received preliminary invoices are imported (325 -
Quotation type). To import other document types se import and export of
information when received invoices
(Import e-Slog documents - receiving). | |
Transac. | |
| Return receipt |
|
|
Ordered on | The Ordered on field is filed with the
date of the order from the document to be imported. Information can be changed
manually before importing. |
| Supplier |
In the Supplier
field is entered the name of the supplier. The program will look for it in
you database according to his or her VAT number from the file for import (see VAT No. field).
If the subject with the VAT number entered in the file is not present in
you database this field will stay blank and the program will return an error (see below). |
|
Amount Due | The Amount Due field
is filled with the amount to be paid from the preliminary invoice to be imported. | |
Currency | The Currency
field is filled with the currency the value from the previous field is
expressed in. | |
Error | If the program finds an error in the file to be imported or information are
missing on the database the file will be imported to, the import of this
file will not be possible. The program reports the type of the error for the
line in this Error field,
namely as the IRIS form:
|
| VAT No. |
The VAT No. field is filled with the tax
number of the supplier or VAT number from the invoice to be imported. |
| Ref. model |
The Ref. model
field is filed with the model of the reference from the filed to be imported. |
| Reference |
The Reference
field is filed with the number of the reference from the filed to be imported. |
| First and Last name |
In the First and Last name
field is entered the name and the last name of the contact person that is entered
in the document. |
| E-mail address |
In the E-mail address
field is entered the email address to which the exported files should be
sent to.
The email address can be changed
manually. |
| |
|
Lines of Documents for Import
|
Line | In the Line field is the sequential
number of the line. |
| ID | The ID
field is filled with the ID of the item, the item was received under into
your database.
The program will for the item ID though the suppliers item ID, with the
suitable selection of the search type and also directly by the items ID. For
both examples see:
If you double click this field, the Items
register will open. |
|
External ID | The
External ID field is filled with the ID of the
item that is used by the supplier and is included in the file to be imported. |
|
Name | The Name field is filled
with the name of the item from the file to be imported. Information can be changed
manually before importing. | |
Quantity | The Quantity
field is filled with the quantity of the item from the file to be imported. |
|
U/M | The U/M field is filled
with the unit of measurement from the imported file in he foreign language.
Information can be changed manually before importing. |
|
Price |
The Price field is filled with
the price of the item as set in the file to be imported. |
|
Discount % | The
Discount % field is filled with the percentage
of recognized discount. | |
Tax Type |
The Tax Type field is filled with the tax type
from the Items register, it is for the item from the
ID field. If the ID field is blank,
the Tax Type field is blank as well.
This information is not from the file to be imported. | |
Tax |
The Tax % field is filled
with the percentage of the on the invoice calculated tax and is drawn from the file
to be imported. If the here entered tax percentage does not comply with
the percentage of the tax from the ID of the tax type (previous field), the program will return an
error message in the IRS form 4851 Tax rate does not match!. | |
Amount Due | The
Amount Due field is filled with the amount of
the total value of the line to be paid. | |
Error | If the program finds an error in the file to be imported or information are
missing on the database the file will be imported to, the import of this
file will not be possible (see
Document cannot be selected for import because it
contains errors!). The program reports the type of the error for the
line in this Error field,
namely as the IRIS form:
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