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You can store internal and external documents in the eFile. Documents can also be removed from the eFile. |
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Basic data
Administration tab in INVOICING in COMPANY (accruals in eFile)
Related pages
eFile is an application in the menu Send to
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Deposit forms in the eFile manually
The eFile command is located in Send to in the file menu.
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For documents with multiple files (e.g. QM-card or bills of lading), the system saves every document separately in the eFile. Every document receives the serial number (eFile ID) as file name.
Send documents from the eFile via
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Documents stored in the eFile can be sent via e-mail.
Select the relevant documents. Press and hold CTRL to select multiple documents.
Click the EMail Email button or File menu → Send to → Email.
Copy e-mails from outlook into the eFile
Via drag & drop you can save e-mails from outlook in the eFile.
In basic data COMPANY → MAIL you can configure whether or not email attachments are to be stored separately.
Save CS emails in efile
If the Save CS emails in eFile checkbox is activated (General company parameters → Specials tab), emails generated by the 4gl background process are saved in the corresponding position in the eFile with the CS-MAILS form category.
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Save CS emails in efile via EDI interface
If status e-mails are generated via the standard EDI interfaces, these are stored in the eFile of the main file or the service order if the checkbox Save CS e-mails in eFile is activated.
The emails are filed in the category entered in the CS Emails form category field.
If no category is entered, the ALLG category for General is used by default.
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Select form category
The form category for the document can be selected in 2 manners.
Dropdown list in the Category field
You can select the category in the dropdown selection.
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Search field function in the Category field
Double click on the Category field to open a search mask. You can change the category of a file in the eFile, in addition to the dropdown selection.
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Emails that are stored in the eFile of an order are automatically assigned the Mail category.
→ This cannot be changed and is the same for all emails.
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An adjustment has now been made for emails that are sent from the TMS.
There is a field in Company → General company parameter → Specials tab: Form category for CS emails (fk_formkat_mail).
Here you can set the category with which an email that is sent from the TMS is stored in the eFile.
If no value is stored, the system uses the value in Company → eFile → Field Autom. Categrory.
If both fields are empty, the category in the eFile remains empty and must be maintained manually if necessary.
The form category for CS emails field is preset with the value Mail via script and the Mail category is created in Admin → Forms → Form categories.
Correct time stamp in case of different time zones
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Environment → Invoicing → Payables in the context menu function Load vouchers voucher items from file
Environment → Invoicing → Create accruals in the context menu function Load vouchers voucher items from file
Environment → Invoicing → Cost splitting in the context menu function Upload excel file
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