By default, edoc invoice cockpit is used together with edoc invoice.
Only after you have configured edoc invoice cockpit, set up the necessary settings in edoc invoice. There are some edoc invoice cockpit-specific settings in edoc invoice to ensure the transfer of invoice data to edoc invoice cockpit.
Create a connection from edoc invoice to edoc invoice cockpit
To establish a connection between edoc invoice and edoc invoice cockpit, you need to set up the connection in the edoc invoice settings for your respective company.
Here's how
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Click on edoc invoice in the sidebar to open the edoc invoice dashboard.
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Click on Settings and select the relevant company under Company settings.
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Navigate to Data > Connections.
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Click on New connection.
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Under Type, select the value REST Api.
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Under Name, enter a meaningful name for the connection to edoc invoice cockpit. The name will be used later to identify the connection.
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Enter the value http://invoice-cockpit-backend under API URL.
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Under Method, select the value API key.
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Enter the value Bearer under API key and add a space and the token you received when setting up an endpoint for invoice data in edoc invoice cockpit as a suffix (e.g. Bearer eCkMvVcaQemyOOF0TZ9).
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Enter the value Authorization under Header name.
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Click on Save.
Set up the transactional data export in edoc invoice for edoc invoice cockpit
In edoc invoice, you must set up a transactional data export in edoc invoice cockpit so that the data can be transferred to edoc invoice cockpit.
Here's how
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Click on edoc invoice in the sidebar to open the edoc invoice dashboard.
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Click on Settings and select the relevant company under Company settings.
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Navigate to Data > Export - Transactional data.
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Click on New export.
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Enter a meaningful name for the export under Name. The name will be used later to identify the export.
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Under Connection type, select the value REST Api.
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Under Schema version, select the value v5 - 15.05.2024.
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Activate the export.
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Activate the workflow restart in the event of an incorrect export.
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Under Events, activate the Complete workflow event so that transactional data is transferred when the workflow is completed.
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Under Connection, select the connection that you have previously configured under Data > Connections.
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Under Export format, select the value JSON.
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Under Collective end point, enter the value /invoice-endpoints/<id>/invoices. Replace the placeholder <id> with the ID of the endpoint for invoice data that you have previously configured in edoc invoice cockpit.
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Click on Save.
Setup mandatory fields in edoc invoice for edoc invoice cockpit
There is no mandatory field check in edoc invoice cockpit. Therefore, make sure that a mandatory field check exists for the workflow completion in edoc invoice.
The following mandatory field checks are recommended in edoc invoice under Settings > <Company> > Capture form > Mandatory field check:
|
Invoice category |
Section |
“Name” column |
|---|---|---|
|
Invoice without order reference and Invoice for goods |
Logic & Workflow |
Company |
|
Invoice without order reference and Invoice for goods |
Logic & Workflow |
Vendor |
|
Invoice without order reference and Invoice for goods |
Logic & Workflow |
Header/line item difference is 0 for net amounts |
|
Invoice without order reference and Invoice for goods |
Logic & Workflow |
Gross head deviation is 0 |
|
Invoice without order reference and Invoice for goods |
Header data |
External invoice no. |
|
Invoice without order reference and Invoice for goods |
Header data |
Invoice date |
|
Invoice without order reference and Invoice for goods |
Header data |
Service date |
|
Invoice without order reference and Invoice for goods |
Header data |
Currency |
|
Invoice for goods |
Header data |
Purchase order numbers |
|
Invoice without order reference |
Line item data |
G/L account |
|
Invoice without order reference and Invoice for goods |
Line item data |
Net |
|
Invoice without order reference and Invoice for goods |
Line item data |
Code |
|
Invoice without order reference and Invoice for goods |
Line item data |
Posting text |
|
Invoice for goods |
Line item data |
Purchase order no. |
|
Invoice without order reference and Invoice for goods |
Line item data |
Purchase order line |
After you have saved the configuration, the data is transferred from edoc invoice to edoc invoice cockpit.