Converting Individual Inbound E-Documents into Vendor Bills

If the conditions and requirements for conversion have been met, you are ready to convert an inbound e-document into a vendor bill. See Prerequisites and Conditions for Conversion

To convert an inbound e-document into a vendor bill

Go to the E-Documents Portlet on the Home page, and then click the number under Inbound E-Documents for Conversion.
On the Inbound E-Document for Conversion results page, click the View link of the inbound e-document that you want to convert into a vendor bill.
On the Inbound E-Documents page, click Convert.

Note:

Before proceeding with conversion, make sure that the date format in the XML e-documents is the same as the date format set in Set Preferences.

The progress of conversion is displayed as a banner on the page. If conversion is successful, the created vendor bill is displayed. On the E-Document subtab of the vendor bill, the Inbound E-Document field indicates the record link of the converted inbound e-document. 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 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 bill.

Converting an Inbound E-Document Without a Purchase Order Number

An inbound e-document without a purchase order number can be converted into a stand-alone vendor bill or vendor credit based on transaction type in inbound e-document. Even if the inbound e-document is neither derived from, associated with, nor linked to an existing purchase order record, it can still be converted into a vendor bill or vendor credit. But the inbound e-document that will undergo conversion, must meet the following requirements:

It must be a valid and well-formed XML document.
It must include a reference number.
It must include at least one item purchased or an expense.
If it includes expense line, vendor record must have a Default Expense Account.

Convert this type of (stand-alone) inbound e-document by clicking Convert on the record. Or, use a script to run automatic bulk conversion of inbound e-document records with status For Conversion. For more information, see Deploying Automatic Bulk Conversion Script for Inbound E-Documents.

Converting an Inbound E-Document to a Vendor Bill with a Purchase Order Number Not Found in the Account

Inbound e-document can be converted to a stand-alone vendor bill even if it does not have a valid purchase order number. However, the template used in an inbound e-document must contain mapping for the createdfrom field. You can view an audit trail message in the inbound e-document and the newly created vendor bill. This message states that a new stand-alone vendor bill was created and a valid purchase order number was not found in the account,

You can do this using the Bypass PO# Validation in Inbound Conversion field in the Electronic Invoicing preferences record. For more information, see the section- Inbound E-Document has Purchase Order Number and the Template has Mapping to the createdfrom Field under Prerequisites and Conditions for Conversion.

The inbound e-document will contain the invalid purchase order number in the PO Number field. When you view or edit inbound e-documents and vendor bills, an information banner message displays that a stand-alone vendor bill was created but a matching purchase order was not found.

Note:

A purchase order is valid when the purchase order number present in the XML e-document is also present in the account in which conversion is taking place.

To convert an inbound e-document into a vendor bill

Converting an Inbound E-Document Without a Purchase Order Number

Converting an Inbound E-Document to a Vendor Bill with a Purchase Order Number Not Found in the Account

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