Inbound e-documents
How to receive e-documents
Open list Inbound E-Documents and run action New/Get Documents. New documents are downloaded and saved into the Inbound E-Documents table.
Save e-document into BC document
Open the Inbound E-Documents list. You can see the list of the e-documents that are not yet saved to BC documents.
Run action Save Document to BC.
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 BC 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 partner
- 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 using Job Queue
To automate EDI jobs, Job Queue must be set up and running
Open the Job Queue Entries:
- Create new job entry for the Report 24007801 Get e-documents from Channel for automatic downloads from operator server (selected on job report query window).
- Create new job entry for the Report 24007803 Save e-documents to BC to automatically save the downloaded e-documents to BC documents.
Set up the schedule of the jobs on Recurrence FastTab.
In case of errors during automatic handling of the documents you can setup e-mail notifications in EDI Setup field Handling Errors E-mail.