Generally
Under the administration tool's main menu System configuration under the menu option Import - Invoice import configuration, the invoice concepts to be imported into the invoice application are administered. The respective invoice data concepts are administered in two respects:
- How invoice data is to be presented when opening an invoice in the work queue 'Error queue for invoice import'.
- How invoice data is linked to the System database.
The menu item Invoice import configuration is mainly used in connection with the installation and basic configuration of the system, after which the function settings rarely or never need to be changed
Configure Invoice Import
Select the Import - Invoice import configuration function.
Click View to list the current invoice import configuration. The following form is displayed:
The list that is displayed presents all invoice data that can be received. The information in the columns is:
| Column | Description |
|---|---|
| View name | Specifies the name with which the respective invoice data will be presented when opening an invoice in the work queue Import error. |
| View setup | Specifies the position in which the field of the invoice data will be displayed when opening an invoice in the work queue Import error. |
| Visible | Specifies whether current invoice data will be displayed on the form when opening an invoice in the work queue Import error. |
| Obligatory | Specifies whether the field is required. |
| Position | Specifies the position in the invoice file (from the scanning system) where the current invoice data is located. |
| Table name | Shows in which table current invoice data is stored in the invoice application |
| Column name | Shows in which column in the table above the current invoice data is stored. |
| Active | Specifies whether the field is used in the installation or not. |
| Format | Specifies the format that current invoice data is expected to have. |
Edit import settings for invoice data
To edit the properties of one of the invoice data concepts, click on the current concept and the following form will appear:
Configure the form 'Error queue for invoice import'
The information under the heading Configure the form 'Error queue for invoice import' controls whether and how the selected invoice data concept should be displayed when opening an invoice in the work queue Import Error in the invoice application.
The following information can be provided:
| Field | Description |
|---|---|
| Heading | Specifies the heading of the field on the form in the work queue Import Error |
| Position on the form | Specifies the position of the form that the field will have. (The positions are counted in numerical order from top to bottom of the form) |
| Must be shown on the form | Specifies whether or not to display the field on the form |
| Obligatory | Specifies whether or not the field must contain a value |
Linking imported invoice data to MediusGo
The information under the heading Linking imported invoice data to Ascendo Invoice shows how the current invoice data is linked to the invoice application database, to which table and which column in the table.
The following information is displayed
| Field | Description |
|---|---|
| Position in invoice file | Specifies the position in the incoming invoice file (from the scan/e-invoice system) where the current invoice data is located. |
| Table name | Specifies in which table the current invoice data is stored |
| Column name | Specifies in which column in the specified table the current invoice data is stored |
| Format | Specifies in which data format the current invoice data is stored in the database. |
Changing the configuration for an invoice data concept is done by clicking the Save button.