The preconfigured "Incoming invoices" archive is included. This contains data fields, a standard form for incoming invoices and a workflow. Display names of archive and data table fields can be renamed.
Data fields
The following data fields are included:
Internal document number
Invoice number
Unique invoice number
Invoice date
Creditor name
Creditor number
Vendor location
Amount (net)
Amount (gross)
Tax amount
Invoice type
Date of receipt
Posting period
Financial year
Payment term
Terms of payment - ID
Net due date
Cash discount due date
Vendor - VAT ID
Vendor - IBAN
Vendor - BIC
OCR - IBAN 1
OCR - IBAN 2
OCR - IBAN 3
Payment date
Payment block
Recognition
Net balance
Asset accounting
Regular tax amount
Reduced tax amount
Export - Notes
Export - Invoice number
Posting text
Order number
Delivery note number
CloudLineReader ID
CloudLineReader ID Request
Account assignment
Account assignment total - net
Account assignment total - tax
Account assignment total - gross
Delivery note number 1
Delivery note number 2
Delivery note number 3
Delivery notes
Gross balance
Incoming invoices" form
A separate form for incoming invoices has been configured for the Invoice business solution via the form editor, which is also supplied. The form is standardised; if you would like to adapt the configuration, you can find a description of the form editor in the corresponding article in the administration area of the Scopevisio Documents help.
Form events
Form events can be stored for the individual data fields. Depending on the setting, the value of a specific data field changes when the data field for which the event is stored is entered, changed or exited. This is made possible by the STAR Script programming language, which serves as the basis for these form events.
Data fields with stored form events are marked with an asterisk.
Incoming invoices" workflow
A workflow specially customised for processing incoming invoices has been configured and stored for the Invoice business solution. However, this can be customised to your requirements.
The supplier-dependent release limits, which are entered in the iq_Suppliers data table, are important here. This means that each supplier can be assigned its own release limit. Depending on this, the data record is automatically released or sent for checking.
After the final check, the invoices are set to "Waiting for export" status. The transaction data is written to the iq_booking export.
In this status, the invoice is ready for export. The local service accesses the invoices in this status and carries out the actual export.
If an error occurs when exporting an invoice, the status automatically changes to "Export - Error". Invoices in this status could not be exported successfully.
A note about the failed export can be found in the new "Export - Notes" field in the invoice process or in the export service log file. Invoices in this status can be corrected and exported again
If the export was completed without errors, the process changes to the "Completed" status
The export can be carried out manually or automatically with the help of an interface.
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