Agent Type 86 - Notification: Sales Invoices Ready for Electronic Transfer
Use Agent Type 86 - Notification: Sales Invoices Ready for Electronic Transfer to send notifications about sales invoices that are ready for electronic transfer to the user who is specified in the Company Responsible or Finance Responsible field on the Basic Settings tab of the Company information pane/card (). If no user is defined in the Finance Responsible field, the agent sends the notification to the user who is defined in the Company Responsible field. The user can complete the transfers from the notification.
Electronic transfers refer to invoices that are delivered as coded XML files, also commonly known as EAN/GLN invoices. These are controlled by the delivery method setting that is specified on the debtor. This agent handles Electronic Invoice and Electronic Invoice - UBL. It does not handle custom procedures.
For more information about these invoices, see GLN-Transfer Electronic Invoicing (EAN-Transfer).
This notification contains the same information and functions as the Electronic Delivery tab in Debtor Invoices in the Debtors submodule in the Finance & Administration module ().
Columns
The notification contains the following columns:
| Field | Description |
|---|---|
| Choose | Use this check box to select sales invoices. |
| Job No. | The unique ID for the job that is associated with the sales invoice. |
| Job Name | The name of the job that is associated with the sales invoice. |
| Debtor Name | The debtor that receives the sales invoice. |
| Invoice No. | The sales invoice number. |
| Invoice Date | The sales invoice date. |
| Invoice Type | The sales invoice type. |
| Currency | The currency used in the sales invoice. |
| Currency Net | The net amount for the sales invoice, displayed in the invoice currency. |
| Currency VAT | The VAT amount for the sales invoice, displayed in the invoice currency. |
| Total Currency | The total amount for the sales invoice, displayed in the invoice currency. |
| Debtor Delivery Type | The delivery method that is selected for the debtor. This column displays electronic invoices only. |
| Print OK Date | The date on which the sales invoice was marked as printed. This column is always empty for this notification. |
| Electronic Transfer Date | The date on which the sales invoice was marked as transferred. This column is always empty for this notification. |
| Invoice Responsible | The user who is responsible for the sales invoice. |
| Client | The client for which the sales invoice was created. |
| GLN | The client's Global Location Number, which is used for electronic invoicing. |