Importing CNH Invoices
It is possible to import invoices sent from CNH as follows:
Important!
Make sure to finish the CNH Invoice Import Interface Setup before proceeding with the invoice import.
- Open the Interface List page in TRASER DMS 365 and select the CNHINVOICEIMPORT entry.
- Click on the Log button to open the CNH Invoice Import Log Entries table.
- In the menu bar, click on the Download Invoices From CSPS button to open the CNH Invoice Import report, fill the required fields as defined in below table, and confirm with OK:
| Field | Description |
|---|---|
| Start Date | Enter the start date of the invoice period to be imported. For daily imports, select the last working day; for weekly imports, select the first working day of the last week, etc. |
| End Date | Enter the end date of the invoice period to be imported. For daily imports, select the last working day; for weekly imports, select the last working day of the last week, etc. |
| Dealer Code | Select the dealer number for which the invoices should be imported. |
| From Invoice No. | optional As an alternative to the invoice period selection, you can also define an invoice number range. In this case, enter the start invoice number from which the invoice import should start. We do not recommend using this option by default! |
| To Invoice No. | optional See From Invoice No.. Enter the end invoice number at which the invoice import should stop. We do not recommend using this option by default! |
Note
Depending on the amount of imported records and the selected period, the import process may take some time.
- The CNH Invoice Import Log Entries table shows the imported records.
- If Status = Processed, the entry was already processed, and a purchase invoice was successfully created. The invoice can be opened by clicking on the Show Document button, but it is also available on the Purchase Invoices page.
- If Status = Ready, the entry was already imported, but not yet processed.
- If Status = Erroneous, an error occurred during processing. Please see the Error Text column for more information.
- If needed, you can see the imported raw data for the selected line by clicking on the Open Card button in the menu bar.
- As soon as the TSRCNH Process Invoices (codeunit 5576037) job queue runs the next time, the imported invoice records are processed, and corresponding invoices are automatically created.
Tip
If required, you can process an entry directly via the Process button in the menu bar, as an exception. This should not be the default process.
Tip
For invoice imports, only the individual invoice details are received (GetInvoiceDetails method). There is no batch request for invoice lists (GetInvoiceList method) or lines (GetInvoiceLines method).
Tip
You can create cues to show all status values on your role center page, which is especially useful for erroneous entries. To create a cue, follow these instructions.