When sending the material of a new invoicer from an external system for the first time, the archived copies of the sales invoices left in the Waiting for users Actions view must be processed manually by directing them to the correct archive. In the future, Heeros Link will automatically forward the material of the specified invoicer to the customer database defined with the first invoice.
Defining the Archive for a New Invoicer
- Go to the Sales Invoices – Waiting for users Actions view
- Select the invoices displayed for the invoicer
- Press the Process Waiting Archive Invoices button
- Select the customer from the window that opens, to which the archived copies of the sales invoices will be archived
- you can also utilize the search function of the window (magnifying glass field) when selecting the archive
- Click the Select– button.
After the selection, you will see a notification that the archived copies have been transferred for archiving. The invoices will move to the In Progress view, from where they will be archived to the selected archive within an hour.
A report of the archive definition will be created in the Reports – Transfer Reports view, from which it can also be reviewed later.
Archived copies of sales invoices from Heeros Link cannot be restored back to Heeros Link after archiving.
If the wrong archive is selected when choosing the archive, you must contact Heeros application support to correct the issue.