This basic format contains the data of a single invoice from a vendor in a single file.
User starts task Import Tire Service. The system opens a dialog box.
The system opens a dialog box where the user chooses:
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Invoicing interface code (the selection is filtered according to the report being run),
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Vendor No.
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Document No.
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Posting Date
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Currency - in the case of a foreign currency, also the currency code.
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If the data record is in the local currency, the currency code must be left blank
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In the next dialog box, the system will allow the user to select the file to import.
After successful processing, the system displays the information message "Import completed" and opens the "Invoice Interface Headers Headers" tab with the uploaded data.
In addition to the header, the tab of the invoice interface stack also contains a subform with rows of processed data records for the given batch.
Description of important fields of the Lines subform:
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Maint.permission Approval No.
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After importing, it contains the approval number from the data record
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After starting the To pair function, the system will fill in the numbers of newly created maintenance permissions, which were created by creating difference lines or allowances in the case of service permissions up to the limit set to "service type".
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Car Licence No.
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Based on the license plate number specified in the data sentence, the system searches for the subject and the financing contract.
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When importing, the system searches for the financed object according to the license plate. If it does not find an object, it searches by approval number (if the approval number is filled in).
Both the Maintenance Permission Approval No. and the Vehicle Registration Number can be corrected on the buffer line.
If, for example, vendor entered an incorrect license number, it is possible to edit the Registration number of the car in the tray line. After the correction, the system searches for and completes the VIN, the financing object number, the contract number, performs all checks on the template and if it does not find an error, changes the processing status on the line to New.
If both the approval number and the license plate are wrong, after correcting the approval number, it will find the contract and the object, but will not complete the license plate and VIN. (It does not need it, it has a subject and by validating the object or contract, it performs checks on the line according to templates). If the line is error-free, the license plate number is only needed to trace the contract.
Each row in the stack has a Processing Status, and if an error has occurred, there is an error message in one of the error messages.
A single line can contain multiple error messages.
A batch in progress can be deleted from the buffer if a purchase invoice has not been created.