Appendix 2: Process automation

Electronic invoicing is, by definition, a set of asynchronous processes, as it involves interactions between various actors (customers, suppliers, platforms) and different time-based events (statuses). The various processes in Sage X3 are broken down into highly modular and tailored functions. However, whenever it makes sense, these processes can be executed automatically in batch mode.

Recommendations

• Maintain a reasonable execution frequency: On one hand, it is important to account for dependencies and allow processes to complete before triggering the next ones. On the other hand, running these processes consumes system resources.
• No universal frequency can be defined, but a 24-hour or 12-hour interval will likely meet most operational needs.
• Feel free to adjust the frequency if it proves unsuitable in practice.
• Organize processes into task groups where appropriate.
• Prefer the most general execution levels when possible. For example, some tasks can be executed by company or by legislation. Prefer execution by legislation.
• Even if tasks are automated, monitor their execution. You can implement workflows to handle errors when they occur.

Automation schedule draft

The following table lists various settings to set up an automated, asynchronous process for e-invoicing.

Note that these are suggestions that may or may not fit your specific business requirements.

Activity code	Process	Description	Sequence number	Yes / No	Dependence
EINV	In and out	Data sync SNSYNC	A1	No
EINV	Out	Data sync SNSYNC	B1	Yes
EINV	Out	Customer e-invoice preparation EINVPENGEN	B2	Yes
EINV	Out	Customer e-invoice generation EINVOUTGEN	B3	Yes	B1; B2
EINV	In	Data sync SNSYNC	C1	Yes
EINV	In	Get inbound invoices SNINBGETRES	C1	Yes
SNAP	In	Send supplier details SNAPBPSDTL	C2	Yes
SNAP	In	Get emails SNAPGETEXT	E1	Yes	C2
SNAP	In	Scan documents SNAPGETRES	E2	Yes	E1
	In	Supplier e-invoice mapping EINVINBMAP	F1	Suitable	C1; D2
	In	Supplier e-invoice generation EINVINBGEN	F2	Suitable	F1
SNAP	In	Send feedback SNAPFEEBCK	G1	Yes
EINV	In and out	Get synchronization tasks SNGETSYNCID	H1	Yes
EINV	In and out	Get document status EINVSTAGET	I1	Yes	H1