To receive an electronic purchase order from a customer and add it to Isah as a sales order, open the Sales orders form and choose Import order message from the Edit menu. Isah will create a sales order only if a number of conditions are true.
To receive an electronic order confirmation from a supplier, open the Purchase orders form and choose Import order confirmation from the Edit menu. Isah will import a confirmation only if a number of conditions are true.
During the import process, the Order reference field on the purchase order is automatically filled with the supplier's order number. This also happens if the order confirmation cannot be imported successfully (for example because the prices are incorrect). This behavior ensures that the purchasing party will still have the correct supplier reference number during follow-up.
If the import is successful, the Confirmation date field on the purchase order will be filled with the confirmation date contained in the message.
To receive an electronic purchase invoice from a supplier, open the Purchase invoices form, and from the Edit menu, choose Import purchase invoice. Isah will only create a purchase invoice if a number of conditions are true.
Tip: To filter the data by messages corresponding to the selected purchase invoice, open the Purchase invoices form, open the Go to menu, select Electronic messages, and select the following preset: Purchase invoice messages. If you set the preset to Default selection, you will see all electronic messages.
If Isah detects a problem with the electronic message, a message will be displayed, and the Check button will appear. Click this button to open the form displaying the reason(s) for the problems. This information is displayed on the Electronic messages form. Once you have eliminated the problems, you can import the message.
Overview of electronic messages
To display a list of all the documents you have received, including corresponding messages, open the Documents module, choose Overviews, and then select Electronic messages.
Tip: The Go to menu also gives you access to the Electronic messages form. The Go to option automatically filters the data by the messages corresponding to the item selected (for example, the sales order).
Sales order