Business processes
In this section we will guide you through the relevant business processes when using Continia e-Documents Import.
The step by step guides will help you through the business processes to help you get the most of Continia e-Documents Import.
Overview
The following table lists the business processes with links to topics that describe them.
| See | To |
|---|---|
| Create a vendor setup | Create a vendor setup. |
| Setup stylesheets | Setup stylesheets to get an embedded visualization of the received documents. |
| Setup country/region and currency conversion | Setup conversion between your country/region code and currency codes in Microsoft Dynamics NAV or Microsoft Dynamics 365 Business Central on premises and the ISO values in the received document. |
| Import received documents | Import new received document. |
| Reimport received documents | Reimport a received document that could not be imported due to an error. |
| Reject a received document | Reject a received document. |
| Delete a received document | Delete a received document. |
| Get a preview of the received document in a browser | See a received document in a browser. |
| Validate a received document | Validate a received document preparing it for registration. |
| View the error log of a received document | View the validation errors generated by Continia e-Documents Import. |
| Reload a received document | Reload a received document to apply changes made on the general setup or on the vendor setup. |
| View the comments of a received document | View the comments of a received document. |
| View the attached documents of a received document | View the attached documents of a received document. |
| View the source XML document of a received document | View the XML source of the received document. |
| Register a received document | Register a received document into a purchase invoice or journal lines. |
| Match a purchase order with a received document | Match an existing purchase order with a received document. |
| Match a purchase order already received with a received document | Match an existing purchase order with lines already received and a received document. |
| Register a received document to a purchase invoice with all lines | Register a received document into a purchase invoice with all the lines from the received document. |
| Register a received document to a purchase invoice with one line | Register a received document into a purchase invoice with one line containing the document total. |
| Register a received document to a purchase invoice with all lines and one purchase account | Register a received document into a purchase invoice with all the lines from the received document but with the same purchase account. |
| Register received document to a purchase invoice with no lines | Register a received document into a purchase invoice with no lines. |