Import e-Slog Document

Sel. (selected)

If this checkbox is checked, the document is selected for import. If the documents do not contain errors, they are selected by default.

WARNING If the document contains errors (see the description of the Errors column), the document is not selected by default, nor can it be selected for import before the errors are eliminated.

External Doc.

From the document to import, the supplier's document number is shown.

Type

This field lists the required type of document for import, as the program reads it from XML, therefore it knows it is e.g. an e-packing slip, e-invoice.

Note

In the Note field, the note that will be copied when importing to PANTHEON document is visible, if the Copy Document Note checkbox is checked in the General section.

Date

Into the Date field, the date of completed service is copied from the document.

HINT The date can be manually changed before import.

VAT Date

Into the VAT Date field, the VAT date from the document is copied, if the Date from eDocument File checkbox is checked in the General section.

If the Date from Documentation or Current Date checkbox is checked in the General section, this field is filled in with the current date.

HINT The date can be manually changed before import.

Invoice Date

Due Date

Into the Due Date field, the due date from the e-Slog document is copied.

HINT The date can be manually changed before import.

Doc. Link Date (Document Link Date)

Into the Doc. Link Date field, the linked document date is copied from the document.

HINT The date can be manually changed before import.

Supplier

From the document, the supplier's name is copied. The program finds it in the Subjects register according to VAT number (see the VAT Number field description below).

WARNING If a partner with the VAT number listed in the document does not exist in the database, this field remains empty and the program shows an error message (see the description of the Error field below).

Consignee

Into this field, data about the consignee of the document that is being imported is copied.

Amount Due

The amount due is copied from the document that is being imported.

Currency

The currency of the previous field value is copied, or can be manually added.

Error

If an error occurred when importing the file, or there was data missing from the database where the document is being imported, the error is recorded in this field. The import is not possible until all errors are corrected.

The error type in connection to the general data from of the invoice the program records in this place, in the form of an IRIS error message:

• 5343 Document not signed!
• 5344 Document cannot be overwritten!
• 4850 Subject does not exist in database!

• 5340 Signature verification unsuccessful!

VAT No.

From the document, the supplier's VAT number is copied.

Ref. Format

Reference format from the file to import.

Reference

Reference number from the file to import.

Full Name

The data about the contact person from whom you received the document is shown.

E-mail Address

The supplier's contact person's e-mail address

UJP Id

This field is filled in with the subject ID from the register, if the subject is a part of public administration, and the data is recorded in the XML file.

Warehouse

The primary warehouse where the document will created is entered. The warehouse can be changed.

Department

From the drop-down list, select the department. If the department is located on the same item, it is transferred to the same line.

With the Fill-In Cost Center and Department feature on the Wizards button of en e-Slog form, fill in departments and cost centers between the lines of the document you are working on.

Line

The consecutive number of the line on the import document, which is automatically generated by the program.

Note

In the Note field, the note that will be transferred by importing to PANTHEON document lines is visible, if the Copy Line Note checkbox is checked in the General section.

ID

Your item code is shown. If the code is not shown, you can add it by selecting the correct code from the Items register list, or add it manually.

HINT The program finds data about the ID of goods through external item ID. The program can also search for data directly by item ID, if the search method is correctly set. For both examples, see: External IDs Only Search by External IDs and Item ID

External ID

This field shows the item's external ID used by the supplier and recorded in the document that is being imported.

Name

This field shows the item name from the document that is being imported.

HINT The name can be manually changed before importing.

Quantity

The quantity value is shown.

U/M

The unit of measurement is shown.

HINT The data about the unit of measurement can be manually changed by selecting the correct unit of measurement from the drop-down list of the Units of Measurement register.

Price

From the document, data about the price of singular lines, or items, is copied to the document that is being imported.

Discount %

This field is filled in with the percentage of rebate applied to supplier.

Tax Type

In this field, data about the tax type number from the Items register is shown for the item selected in the ID field. If the ID field is empty, the tax type number field is also empty.

HINT The Tax Type data is not copied from the document for import.

Tax

In this field, the percentage of tax accounted on the document is shown.

HINT If the percentage shown here does not match the tax percentage in the Tax Type field (see the Tax Type field), the program shows an IRIS error message: 4851 Tax type does not match!

Amount Due

The combined amount due of the line is shown.

Error

If any errors appear while importing the document, or if data is missing from the database to which the document is being imported, import will not be possible (see Document cannot be selected for import because it contains errors!).

In this case, the error type, in relation to the lines of the document, is recorded here, as an IRIS error message:

• 4852 Item does not exist in database!
• 4851 Tax type does not match!
• 4869 International unit of measurement from the document does not exist in the register!

Copy Document Note

Check this checkbox if you want to copy the note from the received XML document (e-Slog) to the PANTHEON document when it is being imported.

HINT For easier understanding, see the example Copy document note.

Copy Line Note

Check this checkbox if you want to copy the line note from the received XML document (e-Slog) to the PANTHEON document line when it is being imported.

HINT For easier understanding, see the example Copy Line Note.

Add Missing External IDs to Items Register at Import

Check this checkbox if you want to add missingSubject IDs to the Items register when importing. For example, if you are importing a preliminary invoice for your supplier's new services and the service is not in the register yet, the program adds them after selecting the checkbox.

HINT For easier understanding, see the example Add Missing Subject IDs to Items Register at Import.

Re-Read Prices

Check this checkbox if you want the program to re-read prices from the pricing hierarchy and not use the price listed in the original document (e-Slog)

HINT For easier understanding, see the example Re-Read Prices.

Use Our Item Name

Check the checkbox if you want the program to use the item name listed in the Items register when transferring lines from the received XML document (e-Slog) to the PANTHEON document lines.

HINT For easier understanding, see the example Use Our Item Name.

Fill Account numbers from previous import

Check this checkbox if you want the program to copy the cost account from the last import when preparing to import the XML (e-Slog) document to PANTHEON.

HINT For easier understanding, see the example Fill Account numbers from previous import.

ePosting – Learning for external item code

If this checkbox is checked, eWorkflow Learning ePosting runs in the background.

HINT For easier understanding, see the example eWorkflow Learning ePosting.

External IDs Only

Select this option when the item ID the supplier listed on the document is written in the External ID tab.

HINT For more information, see the chapter Search ONLY by Subject ID.

Search by External IDs and Item ID

Use this option at import when the item ID the supplier lists on the document is written in the Subject IDs table. If the subject ID is not shown in this table, the program assumes the subject uses the same item ID in the document for import as it is listed in the Items register.

HINT For more information about this option, see the chapter Search by External ID AND by Item ID.

Search by External IDs

Select this option when you want the program to find items by the supplier's ID listed in the External ID field in the Items register.

HINT For more information about this option, see the chapter Search by External ID.

Find in previous import

Select this option if you want the program to find items according to previous document imports from the same supplier.

Linked Document 1

Check this checkbox if you want the supplier invoice number to be copied into the Linked Document 1 field.

HINT The data about the supplier's invoice is normally filled into the first linked document field.

Linked Document 2

Check this checkbox if you want the supplier's invoice number entered in the Linked Document 2 field.

Create Doc

Clicking this button creates PANTHEON receiving documents (received invoice, received order, received packing slip ...). The types of documents created depend on which document type you ran the Import eDocument Receiving Documents from.

When the document is created, the file is deleted in the location selected in the Path to XML Files, from where the document was imported.

Date from eDocument File

Check this checkbox if you want to apply the date from the imported document.

Date from Documentation or Current Date

Check this checkbox if you want the date to be the date of import to documentation. If the document is not being imported from documentation, the current date is applied.

Import field

From the drop-down list in this field, select the Document Type you want to create at import.