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Invoice import configuration

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:

ColumnDescription
View nameSpecifies the name with which the respective invoice data will be presented when opening an invoice in the work queue Import error.
View setupSpecifies the position in which the field of the invoice data will be displayed when opening an invoice in the work queue Import error.
VisibleSpecifies whether current invoice data will be displayed on the form when opening an invoice in the work queue Import error.
ObligatorySpecifies whether the field is required.
PositionSpecifies the position in the invoice file (from the scanning system) where the current invoice data is located.
Table nameShows in which table current invoice data is stored in the invoice application
Column nameShows in which column in the table above the current invoice data is stored.
ActiveSpecifies whether the field is used in the installation or not.
FormatSpecifies 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:

FieldDescription
HeadingSpecifies the heading of the field on the form in the work queue Import Error
Position on the formSpecifies 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 formSpecifies whether or not to display the field on the form
ObligatorySpecifies 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 fileSpecifies the position in the incoming invoice file (from the scan/e-invoice system) where the current invoice data is located.
Table nameSpecifies in which table the current invoice data is stored
Column nameSpecifies in which column in the specified table the current invoice data is stored
FormatSpecifies 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.