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Get your items ready for e-invoice · presentation 4 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Get your items ready for e-invoice · presentation 4 of 5

Three lists, and the one that was never filled

You can say where each of the three e-invoice values on an item comes from — a 45-row table seeded once and never refreshed…

Forty-five codes, once

Step 1 — Look at the classification list you are choosing from

You will know how much choice you have.

Screen capture pending the demo tenant

Doc Item Maintenance, the Classifications listing showing 45 rows

Step 2 — Understand what "never refreshed" costs you

You will know what to do when the code you need is not there.

What this step names
  1. If a code is published after that seed
  2. Nobody's tenant will have it
  3. Nothing will tell you it is missing — you will simply not…

Step 3 — Compare it with the tax-type list, which behaves

You will have a control to measure the others against.

What you do
  1. Keep it in mind while reading the next step…

The unit list that is two lists

Step 4 — Find the list that was never filled

You will know the strangest fact in this series.

Screen capture pending the demo tenant

The E-Invoice tab's unit picker, a long searchable list of codes and names

Step 5 — Find out where it does matter

You will not lose a column in a bulk fix.

What this step names
  1. In a tenant where the table is empty the lookup finds nothing
  2. The failure is caught and discarded
  3. The unit column is quietly left off the item

What to do with all this

Step 6 — Plan the bulk fix around what each list can do

You will know how to spend the effort.

What this step names
  1. The classification is the field worth bulk-loading: the list is present everywhere
  2. The import resolves it
  3. A correction reaches documents that have not yet been submitted

NarrationSlide 1 of 10

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