This document provides instructions on how to manually import an e-invoice into Purchasing & Receiving.
\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 computers filesystemcomputer's file system.
Confirm your E-Invoice has a single-row header record for each column. This is a requirement for the system to be able to identify the file , and give you the ability to map it’s columnsits columns. The E-invoice to be imported 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.
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
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‘Select File’ and browse your computer
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until you find the
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E-invoice file.
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If you
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receive the message “The Selected File Format is not Recognized. Map the Fields to the Associated Types to
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Continue”. This means the file format is not recognized. You will need to continue through steps 10-15. If you
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do not get this message, then you can
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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 has been accepted. It may take a few minutes before it will
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appear”.
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The E-Invoice will show with Pending under the E-Inv Created On field until the processing has been completed. This generally takes a minute or two
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but can take longer at times.
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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
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‘Add’
Update any information from PIDB that you might want changed. Make sure you fill in a Markup or Price on the product (1), and then press Save (2). If you select multiple products like in this example, you can see which product number you are on by looking in the top right corner of the screen (3).
Continue adding new
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products until all records show “Product in POS”. At that point, you are ready to click on “Send to Receiving”.
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