In the upper table you can select which supplier invoices that you want to import and then select whether you want to save each invoice as Authorized, Pending or Incorrect.
The following information is shown in the table:
Under the Header and Rows tabs you will find detailed information about the imported invoice. The Warnings tab is activated if incorrect data is entered or if data is missing after the import. Here you will see, in detail, the cause of the warning.
Save as Authorized
The alternative Authorized is selected by default on an imported supplier invoice if all information coincides with the purchase order, and if the arrived quantity on the purchase order is the same as the quantity on the invoice. The authorized and imported supplier invoice is registered as a new supplier invoice in the system during save and it will also be linked automatically to the purchase order. When saving, the invoices will disappear from this window (the invoice rows are given status 9 = "Historical" in the EDI Data procedure).
If no purchase order exists or if nothing has been arrival reported yet on the purchase order, the imported supplier invoice can be set as Authorized and saved to a new supplier invoice in the system.
When an invoice is saved as authorized in this procedure you can continue working with it in the Register Supplier Invoice procedure. Please note that these supplier invoices will be given a consecutive number from a separate number series called Supplier invoice EDI in the Number Series procedure in the Global Settings module.
Save as Pending
The alternative Pending is selected by default on an imported supplier invoice if there is information that does not coincide with the purchase order. The pending and imported supplier invoice is saved in the EDI Data procedure during save. When saving, the invoices will disappear from this window (the invoice rows are given status 3 = "Pending" in the EDI Data procedure).
Pending invoices can be loaded to the procedure by using the button Import pending invoices in the Window functions or in the File menu.
Save as Incorrect
The alternative Incorrect must be set automatically on imported supplier invoices that are incorrect and shall not be registered in the system. When saving, the invoices will disappear from this window (the invoice rows are given status 8 = "Incorrect" in the EDI Data procedure).