Table of Contents
Delivery note import into the post calculation
Description
The import interface for importing posting data can DATAflor Relieve users who, in addition to BUSINESS have an external document management system (DMS) in use. Invoices and delivery notes posted in the DMS can still be stored in it. In order to get a complete overview of the costs of the construction sites, this data must also be in BUSINESS to be cared for. In order to avoid a double posting in both systems, the information of the postings of the DMS can now be entered BUSINESS be handed over. The import of postings from delivery notes and invoices recorded in the DMS into the post-calculation is made possible by the digital inbox and the directory monitoring.
Requirements
- DATAflor BUSINESS Version 2021 or higher
- DATAflor BUSINESS-Network installation
An BUSINESS- Single user installation can be done with the support of the DATAflor Service can be converted into a network installation.
- DATAflor Service contract
- Needed BUSINESS-Modules:
- DATAflor Construction file
The digital inbox is an extension of the DATAflor Construction file.
- Post calculation, controlling 1, controlling 2 or ZV vendors
For entering supplier invoices and evaluating the supplier invoices entered in the digital inbox.
- Internet connection
- To process the files, the files are encrypted and transmitted to Microsoft cloud services via your Internet connection using the HTTPS protocol. A stable internet connection is required for reliable work with the digital inbox.
Setup procedure
The booked invoices and delivery notes must be transferred from the document management system used. This is done using a defined XML file. This file is stored in a defined folder. The directory monitoring of the Digitat inbox checks this folder for new files and processes them automatically. The included posting is directly included in the final costing in DATAflro BUSINESS handed over and is now also available in the cost overview of the construction site.
The structure of the XML file used for the transfer is shared with you by the DATAflor Service gladly on request. To do this, send us an inquiry about this Support tool.