Converting Individual Inbound E-Documents into Vendor Credits
If the conditions and requirements for conversion are met, you are ready to convert an inbound e-document into a vendor credit. For more information, see Prerequisites and Conditions for Conversion.
To convert an inbound e-document into a vendor credit:
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Go to the E-Documents portlet on Home page, and click the number under Inbound E-Documents for Conversion.
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On the Inbound E-Document for Conversion results page, click View on the inbound e-document that you want to convert into a vendor credit.
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On the Inbound E-Documents page, click Convert.
Note:Before proceeding with the conversion, ensure that the date format in the XML e-documents is the same as the date format in the Set Preferences page. The progress of conversion is displayed as a banner on the page.
If conversion is successful, the created vendor credit is displayed. In the E-Document subtab of the vendor credit, the Inbound E-Document field indicates the record link of the converted inbound e-document. On the Apply subtab of vendor credit, the bill references of the invoices in XML e-document can be viewed.
The E-Document Audit Trail subtab of the inbound e-document record will indicate the details of the successful conversion and the status is set to Converted. Details of any error or failure in the conversion will also be listed in the e-document audit trail. If the converted inbound e-document has an attached PDF file reference, the attachment can be viewed and downloaded on the E-Document subtab of the created vendor credit.