•        Open the Microsoft Edge browser and copy the warehousing link into the search field. Sample link -> wh-sample.inntact.ch

•        Login with your credentials (see page 7).



   



PDF Upload

•        A path is set up in IIS (Internet Information Server)

•        PDFs are copied to this directory (C:\inetpub\wwwroot\warehousing\docs\warehouse)

•        All PDFs located in this directory are visible

•        User can also drag and drop the files directly in warehouse webApp.


Warehouse

•        Fill out/add the stamp (see details on page 6)


PDF goes where? Transfer → Accounts Payable (Button)

•        PDF is moved to the upload path

•        Path is defined under Financial – Options – AP – Kreditoren Import – PDF Source


                   Sample upload path shown below:


•        PDF is now available in Accounts Payable under PDF 


Creditor PDF

•        PDFs from Warehouse are available via source path

•        PDF is read, supplemented and saved


E-archive

•        Book Supplier Invoices (AP) → GL, the PDF is copied to the archive path

•        Archive path is defined under Financial – Options – Documents/Archive Path

•        Note that E-archive is a licensed feature, only then the archive path is shown.




•        Links:           PDF overview (everything that was stored in the IIS path)

•        Middle:           PDF page view

•        Right:           PDF Editor (stamp)



I.        STEP - 1

PDF overview → select supplier invoice → PDF view


      II.        STEP - 2

Add notes or markings to 

PDF using Edge functions



1.        Highlighting with a highlighter

2.        Character function

3.        Add text

4.        This information is saved via EDGE save (symbol on the right)



- simply select Save (PDF name should be correct)

5.        This must be done before adding the stamp.



    III.          STEP - 3

   Select and edit the desired invoice.


•        The work steps of numbers 1 – 9 are described below.




1.        UNDO

     •    You need this field to undo everything.


2.        DATE

•    Link to AP field Booking date

•    Field is required (not possible to add stamp if field is empty)

•    Message is shown.


3.        INVOICE NUMBER

•    Link to AP field Supplier Voucher.

•    Field is required (not possible to add stamp if field is empty),

•    Message is shown.


4.        ACCOUNTING INFORMATION (5 lines available)

•    ACCOUNT - AP field Debit Account

•    KST - AP field KST

•    KT - AP field KT

•    AMOUNT - AP Total

•    Field is not required (possible to add stamp if field is empty)


5.        INFO

•    AP Field Info

•    Field is not Required (possible to add stamp if field is empty)


6.        REMARK

•    Important comments/notes can be added here

•    Field is not Required (possible to add stamp if field is empty)


7.        Exclusive of VAT

•    The amount will then be used exclusive of VAT.

•    Field is not Required (possible to add stamp if field is empty)


8.        VISUM

•    Selection for VISUM

•    Field is not Required (possible to add stamp if field is empty)


9.        RUBBER STAMP

•    Use this button to add the stamp information to the PDF.


10.     TRANSFER CREDITORS

•    As soon as you press this field, the delivery invoice will be available in inntact Accounts Payable.


11.     Warehousing WEB Inntact AP Import Approval documentation is available here:

•    Payment Approval


       Other fields such as abbreviation and total are filled in automatically:

•    Abbreviation - based on the logged in user

•    Total - Automatically calculated (of the total price) based on the «AMOUNT» field.



•        Customer must decide who will purchase the domain url/link to use and where to host (IIS) the application.

•        If application will be hosted within customer’s IIS, it’s important that SQL Server (inntact DB) should be within the same network with the IIS.

•        Once above is known, setup can follow.

•        Otherwise, MRE can setup everything from domain to hosting.



•        Customer must provide the ff. user details.

-    Full name

-    Email address

•        MRE can create the login details.