EDI-Sales¶

How to work with orders in the Docura portal?¶

01 2DOC: for an order (ORDER) we send the customer an invoice (INVOICE).¶

1. Open the menu EDI Sales → Orders.
2. Search for and select the required order.
   
3. Open the order.
4. In the top right corner click the Create invoice button.
   
5. In the new window check the data and correct it if necessary.
6. After checking click Send to send the INVOICE to the customer.
   

02 4DOC: first a despatch advice (DESADV) is created for the order, then the customer sends a receiving advice (RECADV), and only after that an invoice (INVOICE) is created.¶

Creating a DESADV on the basis of an order

1. Open the menu EDI Sales → Orders.
2. Search for and select the required order.
   
3. Open the order.
4. In the top right corner click the Create despatch advise button.
   
5. In the new window check the data and correct it if necessary.
6. After checking click Send to send the DESADV to the customer.
   

Creating an invoice (INVOICE) for a received RECADV

1. After the customer has sent the RECADV, go to the menu EDI Sales → Receiving advises.
2. Open the received RECADV.
   
3. In the top right corner click the Create invoice button.
   
4. In the new window check the data and correct it if necessary.
5. After checking click Send to send the INVOICE to the customer.