When exporting the invoice data, a posting journal is generated as a PDF file for each invoice, whether successful or not, and saved in the Posting journal (Buchungsjournal) schema in edoc documents. This allows you to precisely track the transfer history for each invoice.
The posting journal contains important information about the transfer:
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Invoice master data
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Type and time of transfer
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Errors and info messages
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Transfer data
To use this functionality, you must create the invoice.posting_protocol schema in edoc documents.
By mapping the schema to a connection in edoc documents, it is possible to transfer the posting journals to the leading ECM system. In this way, you can, for example, save the documents analogous to the workflow log in a document type Additional documents in d.velop documents and link them to the invoice using the file scheme.
Here's how
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Open the Schema details area at Workplace > edoc documents > Schemas > New schema.
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Enter the name invoice.posting_protocol. The name must not be changed.
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Enter a meaningful title, e.g. Incoming invoice | Posting journal.
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Add the following fields to the schema and enter the corresponding data:
You must never change the attribute ID. You can freely specify the title.
|
Attribute ID |
Title |
Type |
Mandatory field |
|---|---|---|---|
|
dependentDocumentLink |
Link field |
Text |
Yes |
|
documentType |
Document type |
Text |
No |
|
linkType |
Interface type |
Text |
No |