Manual Reading of Purchase Invoices

Location: Purchase Invoices > Reading Purchase Invoices

This function is used to read .pdf and Finvoice format invoices into the application.

Select the company. For electronic invoices this is only used if no company has been identified.
Select the organization unit The organization unit can only be selected if a company is selected.
Select the person who saves the invoice from the Saved by menu. This defines to whom the purchase invoice is forwarded for saving.
Select the payment system. This payment system is entered by default upon input of a purchase invoice. If, for an electronic invoice, a supplier is identified, and if for this supplier a default payment system is defined, then the payment system that is saved in the supplier data is used.
Choose the location of the invoice material. Usually the location is On Server. The location is defined from the viewpoint of the Business logic server. For example, C:\Invoices\Finvoice refers to the application server's directory, not the workstation’s directory. Select the option On Workstation if you read electronic invoices or .pdf invoices from the hard disc of your workstation.
1. Select the invoices from your workstation one by one by using and then click Add.
2. When you have added all the invoices from the workstation to the Invoices to be Transferred list, click Read Invoices. Invoices open, one by one, on the Create Purchase Invoice screen, where you can save them.
If you read electronic invoices from the server and the reading directory is not defined, define a new reading directory as follows:
1. Click next to the Reading Directory field. The Directories page opens.
2. Enter the final part of the directory in the Sub-Directory field. For data security purposes, you should specify the first part of the directory in the <fileaccess> section of the BL.config file on the application server. If defined, invoices can only be read from subdirectories of this directory.
3. Click OK.
4. Select a new directory from the Invoice directory field drop-down menu
Click Read Invoices. Invoices open, one by one, on the Create Purchase Invoice screen, where you can save them. If invoices to be read are skipped during the Create Purchase Invoices process, they maintain their Incomplete status.