eDocuments Vendor Flows

• 07/03/2025
• 9 minutter at læse

This article describes the actions you must take as a vendor in the Continia eDocuments flows. The actions are parts of different flows, as outlined below.

For information on the corresponding customer flows, see eDocuments customer flows.

Ordering

To import and register a sales order

To import and register a sales order:

1. In the Role Center, under Continia Document Capture Activities, select Actions > Import Files.

2. The sales order is now available in the Ready to Register cue. Select this cue to open the document journal.

3. In the action bar, select Document.

   1. Optional: To view all available information for the sales order, select eDocument Card in the action bar to open the eOrder Document page. Close the page to return to the document journal when you're done.
   2. If the sales order includes order lines and you need to set up translations or similar, select Document Card in the action bar to open the document card.

4. The document card allows you to do everything you're used to from Document Capture. If you're happy with the sales order and no warnings are displayed, select Home > Register in the action bar to register the sales order and create a sales order.

To confirm a sales order

To confirm a sales order, after registering it:

• On the Sales Order page, select Actions > eDocuments > Confirm in the action bar.

To reject a sales order

To reject a sales order:

1. In the document journal or on the document card, select Reject in the action bar.
2. Select Actions > Functions > Send eOrder Rejection Response to communicate the rejection to the customer.

To cancel a sales order

To cancel a sales order, after registering it:

• On the Sales Order page, select Actions > eDocuments > Cancel in the action bar.

To change a sales order before confirming it

To change a registered sales order before confirming it:

1. On the Sales Order page, make the required change to the order.
2. In the action bar, select Actions > eDocuments > Confirm.
3. If the customer accepts the changes proposed by you, register the confirmed sales order.

To confirm a changed sales order

To confirm a sales order changed by the customer:

1. In the document journal or on the document card, review the changes requested by the customer in the Comments section.
2. Optional: For a more detailed overview of the changes requested by the customer, select Home > Match Lines in the action bar.
3. Select Register in the action bar.
4. On the Sales Order page, select Actions > eDocuments > Confirm Changes in the action bar.

To update a confirmed sales order

To update a sales order that has been confirmed by both parties:

1. On the Sales Order page, make the required changes to the order.
2. Select Actions > eDocuments > Update in the action bar.
3. If the customer accepts the changes proposed by you, register the confirmed sales order.

To confirm the cancellation of a sales order

To confirm the cancellation of a sales order, after registering it:

• On the Sales Order page, select Actions > eDocuments > Confirm cancellation in the action bar.

To reject the cancellation of a sales order

To reject the cancellation of a sales order:

1. In the document journal or on the document card, select Home > Reject in the action bar.
2. In the action bar, select Actions > Functions > Send eOrder Rejection Response to communicate the rejection to the customer.

Billing

To send a sales invoice

To create and send a sales invoice:

1. Create a sales invoice, for example by posting a sales order that you've received from a customer as part of an ordering flow.
2. From the Posted Sales Invoice page, in the action bar, select Print/Send > Send to open the Send Document to dialog.
3. In the Electronic Document dropdown menu, select Through Continia Delivery Network. Select OK to confirm and then OK again to return to the Posted Sales Invoice page.
4. On the General FastTab, check the eDocument Status field:
   • Sent - the sales invoice has been sent to the customer.
   • In Progress - the sales invoice has been sent to the network, but there's no confirmation of receipt or failure.
   • Failed - the sending of the sales invoice has failed due to a network issue.
   • Not Valid - select this text to open either the eBilling Document page (if the invoice has no related eOrder) or the eDocument Overview page (if a related eOrder exists). If the eDocument Overview page opens, locate the eBilling document and select it to open the eBilling Document page, and then do as follows:
     1. In the action bar, select Validation Log to open the eValidation Log page, which lists a number of validation errors.
     2. Take note of the Detailed Error Message, close the log to return to the eBilling Document page, and then resolve the listed validation errors.
     3. When done, select Resend in the action bar to send the revised sales invoice to the customer.

The sales invoice has now been sent to the customer, who can process it as described in To receive an invoice and send an invoice response.

To automatically respond to eDocuments

Instead of manually responding to each order or invoice, you can configure Continia eDocuments to automatically send a response based on an action.

To configure your automatic eDocument responses:

1. Choose the icon, enter Continia eDocuments Setup, and then choose the related link.

2. On the eDocument Response FastTab, under eOrder Response, configure the settings:

   • Send Updates - choose when to notify that the order has been updated. For example, when registering the order.
   • Send Rejected - choose when to notify that the order has been rejected.

See also

Continia eDocuments Flows
Continia eDocuments Customer Flows