| Inhaltsverzeichnis anzeigen |  |
|
|
|
Credit note export as PDF (scheduled task)
In contrast to invoice-based purchasing, it is also possible to send credit notes for purchased materials to the suppliers and to engage a clearing house for the financial transfer.
The Export credit note as PDF task exports the credit notes generated by Create credit notes as a PDF document based on the Credit note form (creditnote.pdf), which can be sent to the supplier (post, fax, file system, e-mail).
Parameters
Parameter |
Description |
|---|---|
Buyer company |
Ordering and paying company |
Supplier |
Supplying company |
Export path |
Path in file system on the application server where credit notes are to be saved |
Save copy of credit note for supplier
This option must be selected if, in addition to the export, a copy is to be saved for the supplier in the file directory.
Parameter |
Description |
|---|---|
Export path |
The second export path is intended for the copy of the credit note for the supplier, which is only saved to that location if this option is selected. |
Send exported credit note as additional e-mail
This option must be selected if the credit note is also to be sent as an e-mail, for example to the supplier instead of a file export.
Parameter |
Description |
|---|---|
SMTP host |
Server which is used to send the e-mail |
Subject |
Subject of credit note mail ^0 stands for the "Legacy no.", which is identical to the transaction number |
To |
As an option you can specify a destination e-mail address, which is used instead of the e-mail address stored as the supplier's contact address. This makes it possible to send CBL orders for free form orders and standard orders to separate mailboxes. |
Send copy To |
Optional e-mail address for order duplicates. Multiple dispatch addresses can now be specified, separated by a semicolon or a space |
Recommended execution interval
Depending on the desired frequency of the export and agreement with the supplier, approx. interval 12 hours to 7 days.
Dependencies on other scheduled tasks
As expected, this task accesses credit notes created using credit note preparation, and this task is therefore a definite requirement. The sequence of the credit note exporter should also be taken into account: credit note exported first to ERP, then credit note exported as a PDF.
Known errors/problems and causes
An error message is displayed (and this scheduled task is automatically cancelled) if either the path specified as the export path does not exist or cannot be created or the form does not exist or Impact Ordering does not have the necessary access rights in the file system.
See also |