Inbound e-documents

 

How to receive e-documents from Telema

Open list Inbound E-Documents and run action Get Documents from Telema. New documents are downloaded from Telema sever and saved into the Inbound E-Documents table.

 

Save e-document into NAV document

Open the Inbound E-Documents list. You can see the list of the e-documents that are not yet saved to NAV documents.

Run action Save Document to NAV.

Selected entry will be offered as a default filter for the action. To save all the received e-documents, remove the filter.

If the saving of the e-document is successful, Handling Status will be updated to Saved to NAV and e-document will be moved to the Handled Inbound E-Documents.

If the saving of the e-document is unsuccessful, Handling Status will be updated to Error and Handling Error will contain the error message (first 250 symbols).

If you choose Stop on Error option, the action will stop on first error and display the detailed error message.

Typical errors could be:

         E-document contains a unrecognizable counterpart

         E-document contains a unrecognizable item

 

If problems with e-documents appear you can use action View Document XML which enables to open the document (in web browser), save and inspect the content of the document.

If the problem with e-document cannot be solved you can cancel further handling of the e-document with action Cancel Document.

If there is a need to process (save to NAV document) manually corrected XML file use Create Document from XML action. This action creates new e-document based on the given XML file.

 

How to automate receiving and saving e-documents with NAS

To automate Telema EDI jobs, NAV Application Server must be set up and running the Job Queue functionality.

Open the Job Queue Entries:

         Create new job entry for the Report 24007801 Get e-documents to Telema for automatic downloads from Telema server.

         Create new job entry for the Report 24007801 Save e-documents to NAV to automatically save the downloaded e-documents to NAV documents.

Set up the schedule of the jobs on Recurrence FastTab.

In case errors appear during automatic handling of the documents you can setup notifications to be sent into the My Notifications window of the Role Center. To set up the notifications open Telema Setup and assign the receiver(s) in the Notify on errors in NAS field.