1. Using Financials for the Americas
  2. Import AutoInvoice with Fiscal Attributes

Import AutoInvoice with Fiscal Attributes

You'll understand how to use the Import AutoInvoice with Fiscal Attributes process in this section.

After you transfer the transaction data to the Fiscal Attributes interface tables using the Outbound Fiscal Document file-based data import spreadsheet, the Import AutoInvoice with Fiscal Attributes process selects the data from the interface tables and creates fiscal attributes associated with the Receivables invoices. During the import process, fiscal attributes with invalid information are rejected to ensure the integrity of the data.

Some examples of the verifications performed are as follows:

  • A Receivables transaction with the same transaction number must exist.
  • Fiscal Document Determinant Type, Document Nature, Payment Option are required.
  • Goods Series and Freight Type are required for goods transactions.
  • Services Series, Service Type, and Service Situation are required for services transactions.
  • A Referenced Fiscal Document is required for complementary transactions.
  • Some industry-specific attributes are required for that industry.

Follow these steps:

  1. Run the Import AutoInvoice with Fiscal Attributes process:
    1. From the Billing work area, navigate to the Manage Fiscal Document Generation task.
    2. From the Actions menu, select Import AutoInvoice with Fiscal Attributes. The parameters page opens.
    3. Enter the selection criteria to select the fiscal document records that you want to import.
    4. Click Submit Request.
  2. Optionally, you can submit the process from Scheduled Processes:
    1. Navigate to Scheduled Processes page.
    2. Select Schedule New Process.
    3. Search for the Import AutoInvoice with Fiscal Attributes process.
    4. Select the process and click OK. The Process Details page opens.
    5. Enter the selection criteria to select the fiscal document records that you want to import.
    6. Click Submit.
  3. Here's the selected parameters' list:
    • Business Unit: Enter the business unit of the transaction associated with the fiscal document.
    • Batch Name: Identify the set of records to be processed. Enter the same batch name indicated in the Inbound Fiscal Document Import file-based data import spreadsheet.
    • From Transaction Number: All fiscal attributes records with transaction numbers greater than or equal to this parameter are imported.
    • To Transaction Number: All fiscal attributes records with transaction numbers lower than or equal to this parameter are imported.
    • From Date: Enter the transaction date of the transaction associated with the fiscal attributes. All fiscal attributes records with transaction dates greater than or equal to this parameter are imported.
    • To Date: Enter the transaction date of the transaction associated with the fiscal attributes. All fiscal attributes records with transaction dates lower than or equal to this parameter are imported.