Timed Reading of Purchase Invoices

Location: Purchase Invoices > Read Purchase Invoice > Timings

The import of invoices can be timed. Consequently, the user does not need to import invoices manually but the application imports them automatically. Invoices whose reading is timed are saved with the Incomplete status, and the user will save them (for more information, see Processing Purchase Invoices).

Click Timings. The Timings page opens.
Select the organizational level to which you want the timing to be saved.
Click New to create a new timing.
Enter a name for the schedule and click Ok.
Select the method of execution of the timing. For a weekly timing (method of execution "Weekly"), the days of the week and time when the timing is executed are selected. For a recurring timing (method of execution, for example, "Every 8 Hours"), the start time of the timing is defined. The start time refers to the time from which the repeatability of the timing's execution is calculated. For example, if the start time of a timing that is executed every 8 hours is 20:00, the timing is executed daily at 04:00, 12:00, and 20:00.
If needed, specify the recipient in the Error Notifications section to whom an e-mail notification is sent, if an error is observed upon performing the schedule. The e-mail notification is sent to the recipient about the kind of errors that also generate an entry in the Transfer log. A backup person can also be defined as the error notification recipient. If the recipient is marked as absent, the notification is also sent to the backup person. For more information, see Error Situations in Timed Transactions.
Specify following data in the Selection Criteria Field:
- Company: If no buyer company is identified on the electronic invoice, the buyer company is set to the company saved here. You can also select No Selection in the company field, which means that electronic invoices whose purchasing company has not been identified will not have company data. For more information, see Identifying the Buyer Company of Electronic Invoices.
- Saved By: If you want to specify that invoices should be saved from the Incomplete status to a particular user, you can select this user in the Saver field in the timing function. You can find invoices that have been read by timing in the Processing Purchase Invoices screen, by selecting the relevant user in the Saver field.
- Payment System: If a payment system is selected for the schedule, this payment system is saved for the purchase invoice if the default payment system cannot be retrieved from the supplier data.
  The options in the Payment System dropdown are determined by the selection in the Company field. If no selection is made in the Company field, then the payment systems at system level are shown in the Payment System menu. If a company is selected in the Company field, the payment system of the company in question can be selected. Payment SystemsThe Payment Systems guide contains information on the Replace Payment System setting, which also has an effect on timed reading of electronic invoices.
  
  From the payment system data, also the voucher type is obtained for a purchase invoice if a default voucher type is saved to the payment system data.
- Directory: Specify the reading directory of electronic invoices. The directory can be selected from the drop-down menu.
  If the required directory has not been previously specified, you can create a new invoice directory according to the instructions in part 5 of the Manual Reading of Purchase Invoices guide.
The timing is saved with the Save button.