Processing EDIFACT Invoice Messages
After you upload the EDIFACT interchange file to your Horizon database, you can have Horizon process the invoice messages in the file. When Horizon processes the EDIFACT invoice messages, it formats them like the Horizon statements on your system. You can then search for the statement and update it as necessary, then approve it.
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Horizon processes uploaded EDIFACT invoice messages you choose and creates Horizon statements. |
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If the vendor attaches the extra charges or allowances to the lines in the EDIFACT invoice, Horizon automatically attaches extra charges to each line (or prorates the extra charges). |
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Horizon automatically adds any new extra charge types or allowances from the vendor to your Horizon system. |
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If an extra charge type has a budget assigned, Horizon posts the amount of the extra charge or allowance to the specified budget. |
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Horizon automatically prorates line-level extra charges or allowances without budgets. |
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You must prorate header extra charges or allowances that do not have a budget, or you must assign a budget before Horizon will let you approve the statement. |
To process EDIFACT invoice messages
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Start the Process EDIFACT Invoices process. |
The default location of this process is the Acquisitions\Statement folder on the navigation bar.
Horizon displays a list of all the uploaded invoice messages with EDIFACT interchange information:
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Make note of the Reference numbers for the EDIFACT invoice messages you are going to process. |
This is the vendor-assigned statement number. You will need to know this number later so you can search for the new statement, update it if necessary, and approve it.
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Choose the EDIFACT invoice messages you want to process, or click Select All to process all the messages in the list. |
Horizon creates the new statement for each EDIFACT message and removes the processed messages from the list of uploaded messages.
If there are any errors, Horizon displays a message and does not process the file. (You can view these errors in the edifact_exception view using the Table Editor. For more information on the message Horizon displays, see Error Messages.)
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Click the Close button in the upper-right corner of the List EDIFACT Invoice Messages window. |
You can now open the statement, review it, and approve it.
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Start the Find Statement process. |
The default location of this process is the Acquisitions\Statement folder on the navigation bar.
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Search for the statement. |
You can find the statement by searching for the Statement number, which is the Reference number that was listed in the list of EDIFACT invoice messages.
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Make sure the statement is correct and enter budgets if necessary. |
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Repeat steps 6–9 for each EDIFACT invoice message you processed. |
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