edoc NAV invoice cockpit User Guide
edoc NAV invoice cockpit User Guide
Breadcrumbs

Open an invoice in the "ECM Web Integration" FactBox

When processing an incoming invoice, you can display the imported invoice in the ECM system, which is located in your ECM system.

Things to know

Your administrator configures in advance whether you can use the ECM Web Integration FactBox. If the function has been activated for you, your administrator defines whether the invoices are displayed automatically or whether you have to open the invoice using the ECM document function.

If you have any questions, please contact your administration.

Assume that the display of invoices has been administratively set up so that the invoices are automatically displayed in the FactBox. In this case, you do not need to do anything.

Suppose the invoices are not displayed automatically. You must then click on the ECM document function.

Here's how

  1. In edoc Purchase Invoices, click on an invoice that you would like to display.

  2. Click on ECM Document in the Navigate group in the ribbon.

The invoice is displayed in the ECM Web Integration FactBox.