Converting Failed Inbound E-Documents

Inbound e-documents that initially failed conversion can be manually converted again, individually or in bulk, into vendor bills, vendor credits and sales orders.

First, you must review the inbound e-documents that failed conversion and then resolve the errors in those e-documents. Without resolving the errors, the conversion process will fail again.

After resolving the errors, you need to search for the inbound e-documents that you fixed and finally proceed with the bulk conversion.

To search and convert inbound e-documents that failed initial conversion:

A message is displayed on the banner confirming that the e-documents are being converted.

Go to the Electronic Documents portlet on the Home page, and then click the number under Convert Failed Inbound E-Documents. For more information, see Displaying the E-Documents Portlet on the Home Page.

The Convert Inbound E-Documents page is displayed with search filters where you can define criteria for refining the search for failed inbound e-documents.
In the Select Entity Type filter, choose either Customer or Vendor. The default selection is Vendor.
To view a list of failed inbound e-documents for a customer or vendor, select that customer or vendor based on the entity type selection. If no customer or vendor is selected, the search result will display all failed inbound e-documents for the entity selection made.
In the Date Created From field, set the date to define the beginning of the date range.

The search result displays all failed inbound e-document records starting from the date you set in this field.
In the Date Created To field, set the date to define the end of the date range.

The search result displays all failed inbound e-document records starting from the date you set in Date Created From field to date set in this field.

Note:
The Date Created From date must be less than the Date Created To date.
If you chose the Vendor entity type, select one or more transaction types in the Transaction Type field. This selection is for the failed inbound e-documents you want to convert.

To select multiple transaction types, press and hold the ctrl key when selecting each transaction type. For Customer entity type, Sales Order is auto selected.

Important:
The search will not proceed if any inbound e-document within the specified date range or from the selected vendor or customer, is undergoing the conversion process at the same time. In this case, a message is displayed instructing you to change your search criteria or you can try again later when the ongoing conversion is finished.

A results page is displayed listing the failed inbound e-documents that meet your search criteria. The results page displays the first 25 inbound e-documents. If more inbound e-documents are found, they are displayed in the succeeding pages. On the results page, you can click the Internal ID link of an inbound e-document. This link opens the inbound e-document record.

Note:
In case of a stale Electronic Invoicing license and a E-Document Country for Free Use setup, only the matching free country results of failed inbound e-documents are displayed. For more information about E-Document Country for Free Use, read Defining the E-Document Country for Free Use.
Click Convert.

After the conversion is completed, an email notification is sent to the user who performed the conversion and to the email address in the Email Recipient Notification setup, if any is specified. If errors are encountered during conversion, the email will have an attached CSV file listing the inbound e-documents that underwent conversion, including columns for the Internal ID, Vendor, and details of the conversion process and errors.

For more information about choosing the recipient of notifications, see step 4 of Prerequisites for Using Electronic Invoicing.

Note:

You can also convert inbound e-documents that failed conversion, individually or one at a time.

For more information, read:

To search and convert inbound e-documents that failed initial conversion:

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