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\uD83D\uDCD8 Instructions
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E-Invoices is invoices are available only available for PIDB Supplierssuppliers. If the supplier you are looking for is not listed in the dropdown in Purchasing & Receiving, that supplier needs to be mapped to PIDB. If it’s not available in PIDB, contact PIDB support with the suppliers supplier's name, and contact information and that supplier can then be setup set up for you. |
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Most suppliers can send the e-invoice directly to PIDB. In this scenario, the e-invoice gets normalized and loaded automatically for you. You can then start this process from step 14. |
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If your E-Invoice is in an email, save your eE-invoice onto your computer's filesystemfile system.
Confirm your E-Invoice has a single-row header for each column. This is a requirement for the system to be able to identify the file and give you the ability to map its columns. The eE-invoice to be imported has to must have the following information in columns:
Barcode/UPC, Supplier SKU, Description, Cost, and Shipped Quantity.
Open Purchasing & Receiving.
Go to the E-Invoices section.
Click on Import.
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Select the Supplier the E-Invoice is for from the Supplier dropdown.
Optionally, select the original PO in the next dropdown.
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Click on Select File, and browse your computer till you find the e-invoice file.
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If you get back receive the message “The Selected File Format is not RecognizedRecognized”. Map the Fields to the Associated Types to Continue. ”, then that means we don’t recognize that This means the file format in not recognized. You will need to continue through steps 10-15. If you don’t do not get this message, then you can jump proceed to step 11.
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Map each of the fields under step two to the correct column in the uploaded file. The dropdowns will show you the header record (1st row) from the uploaded file for you to match against.
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Press the Submit button. You will receive back a message that the “Import File ‘Import File’ has been accepted. It may take a few minutes before it will appear.”
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The Pending status under E-Inv Created On will change to the date once processing has been completed.
Open the E-Invoice
Select the PO #, if applicable
Select any lines that say New Product, and click on Add
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