Invoice Interfaces

Invoice Interfaces

For individual areas of data record processing, it is necessary to set up "Invoicing interfaces"

It is necessary to set up a billing interface for each data record format.

Important fields for Bulk tire change - import tire service

• Code and Name of Invoice Interfaces

• Business Type

  • Purchase - for processing data records from vendor

• Source Code

  • Basic differentiation of the form and format of the import sentence from the supplier

  • For each area - the processed data sentence is a special

• Automatic Posting

  • Do Not Turn On for processing data records, because then the posting would be done immediately when imported.

  • The data record only checks by importing. You need to wait for the delivery of the vendor invoice before processing

• Default Invoice Ineterface Template No.

  • If the user doesn't set up mapping, the system uses the standard buy/sell code from the default template

• Vendor No.

  • Do not fill in, it is entered when starting the task "Bulk tire change - import tire service" into the dialog window

• Date Filename

  • Not used in this case. When importing, the system opens a dialog box and the user selects the file.

• Object Type

  • Object Type To Import Is Report

• Object ID

  • The user sets the object number for the import format

    • For "tire change" – 4027200

• Type of Processing

  • The user sets from the following options:

    • Empty

    • Fuel Card

    • Maintenance Permission – for tire service data records

• Automatic Release

  • If the field is checked, the system switches the created document of the unposted purchase invoice to the Released status

  • If Workflow is set to Purchase invoices, Automatic release = NO must remain, because the status of Released is not switched to the purchase invoice until it is approved.