Use this function to search for and review electronic invoices for customers. You can filter search results by various criteria such as site, BP, document type, Expiration date, and status.

Search results display in the Documents grid. You then have options to send, update, and resend documents.

Note: To manage electronic invoices intended for tax authorities, see AT EI management.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Use the following fields to filter your search for electronic invoices generated using EFAT.

Results display in the Documents grid. Only the first field in the grid, Activated status can be modified.

Filters

Company (field CPY)

Enter or select a company.

Site (field FCY)

Enter or select a site for that company.

From BP (field BPRNUMSTR)

Enter or select a BP code in the From BP and To BP fields to filter for BPs in that range. For a single BP, enter the same code in the From BP and To BP fields.
To BP (field BPRNUMEND)

Enter or select a BP code in the From BP and To BP fields to filter for BPs in that range. For a single BP, enter the same code in the From BP and To BP fields.
Document no. (field NUMDEB)

Enter a document number to filter for documents within a range. Enter the same number in the Document and To fields to search for a single document.
To document no. (field NUMFIN)

Enter a document number to filter for documents within a range. Enter the same number in the Document and To fields to search for a single document.
Document date (field INVDATDEB)

Enter a date to filter for results within a date range. For a single day, enter the same date in the Document date and To fields.
To document date (field INVDATFIN)

Enter a date to filter for results within a date range. For a single day, enter the same date in the Document date and To fields.
Expiration date (field EXPDATDEB)

Enter a date to filter for results within a date range. For a single day, enter the same date in the Expiration date and To fields.

The Expiration date is the last date the customer can download the document from the email.
To expiration date (field EXPDATFIN)

Enter a date to filter for results within a date range. For a single day, enter the same date in the Expiration date and To fields.

The Expiration date is the last date the customer can download the document from the email.
All status (field ALLSTATUS)

Select Yes for filter for electronic invoices with any status or No to filter for a single status type from the Customer EI field.
Customer EI (field BPEI)

Select an electronic invoice status:

Not sent

Sent with error

Pending response from EFAT

Pending response from business partner

Communication successful

These options are only available if you selected No for the All Status field.

Block number 2

All document types (field ALLDOCTYP)

Select this check box to generate the PDF for all document types.

Invoice category (field INVTYP)

Select one of the following to limit the PDF generation to a single invoice type:

Invoice

Credit memo

Debit note

Credit note

Tab Documents

Grid

Activated doc (field ACTSTATUS)

Select this check box to Send this record or Update (request manual feedback from EFAT).

Accounting date (field ACCDAT)

This field displays the accounting date.

Document no. (field NUM)

This field displays the document number.

BP (field BPR)

This field displays the business partner (BP).

Amount + tax (field AMTATI)

This field displays the invoice amount plus the tax.

Customer EI (field BPEI)

This field displays the customer on record to receive the electronic invoice.

Read date (field ACCESSDATE)

This field displays the date the electronic invoice was read, if applicable.

Read time (field ACCESSTIME)

This field displays the time the electronic invoice was read, if applicable.

Expiration date (field EXPDATE)

This field displays the expiration date for the electronic invoice.

Send document

Click this to send the selected document.
Resend fiscal document

Click this to resend the selected document. This option is only available if the status is Not sent or Sent with Error.

Update document

Click this to manually request feedback from EFAT for the selected document.

Update status
Select all
Unselect all

Specific actions

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation