Under the Administration Tools main menu System Configuration and the Import - Logical Controls menu item, the logical checks of invoice data are automatically performed when importing invoices to the invoice application.
The checks are performed on all invoices imported to the invoice application and those invoices that do not meet the requirements set in one or more of the logical checks will automatically be sent to the queue Import error in the invoice application.
View existing options for logical checks of invoice data
Select the System Configuration - Import - Logical Controls feature.
Click View to list existing rules for logical controls. The following list is displayed:
The list shows all the rules for logical control of invoice data that the system can perform.
The respective logical checks performed are presented with:
- Description of the control
- If the rule is active
- In what format the value should be specified.
Configure a logical control
To configure the settings for one of the existing rules for logical control of invoice data, click on the rule and the following form will appear:
Enter the value of the control, the following values apply to each logical control:
|MinInvoiceDate||The value is given in integers for how many months back in time the invoice date of the invoices may be, calculated from the date of import.|
|MaxDueDate||The value is given as an integer for how many months ahead in time the invoice date of the invoices may be, calculated from the date of import.|
|MinDueDate||The value is given as an integer for how many months back in time the invoice due date may be, calculated from the date of import.|
|MaxInvoiceDate||The value is given as an integer for how many months ahead in time the invoice's due date may be, calculated from the date of import.|
|DueDateToInvoiceDate||Specified as on / off if it is permissible for the invoice's due date to be older than the invoice's invoice date|
|VATPercent||Indicate as decimal figure (%) how much of the invoice amount can be the maximum tax.|
Save the current settings with the Save button.