Tasks
From rol center (Rol center) you can execute the next tasks.
Send sales documents
This action sends to Docuten the sales documents (quote, shipment, posted invoice and posted credit memo) whose client has the Periodical send field activated and with the registration date equal to that indicated.
Customer setup
Only clients with the Periodical send field activated enter the process.
Data to fill task
You should fill these data:
Posting date: Filter the sales documents by the indicated posting date.Send sales invoice: Indicates if the sales invoices enter the process.Send sales quote: Indicates if the sales quotes enter the process.Send sales shipment: Indicates if the sales shipments enter the process.Send sales memo: Indicates if the sales credit memo enter the process.
Warning
If you want to carry out this process in bulk, you can create a periodic task for it. Periodic tasks are created from the standard functionality of Job queues. Such tasks should be created for the following codeunits:
INNDOCeSSendSalesInvoices (7226692)for sales invoices.INNDOCeSSendSalesQuotes (7226690)for sales quotes.INNDOCeSSendSalesOrders (7226695)for sales orders.INNDOCeSSendSalesShipments (7226691)for sales shipments.INNDOCeSSendSalesCrMemos (7226697)for sales credit memos.
The execution of these tasks is done by filtering by today's registration date, so it is convenient to schedule the tasks on a daily basis.
Send service documents
This action sends to Docuten the service documents (quote, order, shipment, posted invoice and posted credit memo) whose client has the Periodical send field activated and with the registration date equal to that indicated.
Customer setup documents service
Only clients with the Periodical send field activated enter the process.
Data to fill in the process
You should fill these data:
Posting date: Filter the service documents by the indicated posting date.Send service invoice: Indicates if the service invoices enter the process.Send service quote: Indicates if the service quotes enter the process.Send service shipment: Indicates if the service shipments enter the process.Send service memo: Indicates if the service credit memo enter the process.
Warning
If you want to carry out this process in bulk, you can create a periodic task for it. Periodic tasks are created from the standard functionality of Job queues. Such tasks should be created for the following codeunits:
INNDOCeSSendSServiceInvoices (7226705)for service invoices.INNDOCeSSendServiceQuotes (7226700)for service quotes.INNDOCeSSendServiceOrders (7226703)for service orders.INNDOCeSSendServiceShipments (7226709)for service shipments.INNDOCeSSendServiceCrMemos (7226707)for service credit memos.
The execution of these tasks is done by filtering by today's registration date, so it is convenient to schedule the tasks on a daily basis.
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