edoc invoice Administration Guide
edoc invoice Administration Guide
Breadcrumbs

Use the SQL templates for querying master data

With edoc invoice you get various templates for SQL queries of master data from the source system. The existing SQL templates contain SQL queries per SQL connection type and selected destination object. You can customize the SQL query of a template according to your needs instead of creating your own SQL query.

However, not every combination of connection type and destination object already contains prepared SQL templates.

First enter the general data and then use an SQL template.

Here's how

  1. Click on edoc invoice in the sidebar to open the edoc invoice dashboard.

  2. Click on Settings and select the relevant company under Company settings.

  3. Click on Data > Import - Master data in the sidebar.

  4. Click on New query in the ribbon.

  5. Under Settings, specify the following:

    1. Connection type: Select the connection type that you have specified for the source system under Connections > Connection details.

    2. Destination object: Select the data object you want to query, e.g. vendors or purchase order numbers.

    3. Name: The name of the destination object is entered automatically. You can change the name as required.

    4. Visible (all companies): Activate this option to also use the connection for all other companies. By default, you only configure a connection for the selected company.

  6. Click on SQL templates in the ribbon and select an SQL template.

  7. Insert the SQL query from the template with Use template under SQL query.

  8. Compare the syntax with the entries under Mappings. Add or delete entries as required.

  9. Test the connection by selecting a connection under Test connection and clicking on Test query in the ribbon.

  10. Save the query.


See also