Handling Inbound E-Documents without Matching Customers or Vendors
If the entity (customer or vendor) PEPPOL ID in the imported inbound e-document has no matching entity record in NetSuite, an inbound e-document is created without the entity and is marked as Incomplete. The Inbound e-document can be found on the Electronic Invoicing dashboard with Incomplete status. The e-document has the following information about the inbound sales order, vendor bill and vendor credit transactions.
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XML document sent by Singapore PEPPOL
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Inbound e-document template
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Reference and other records
To handle inbound e-documents without matching entities:
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Go to the Electronic Invoicing portlet on your dashboard.
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Click Incomplete Inbound E-Documents.
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Open an inbound e-document that has an Incomplete status.
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Ensure that entity PEPPOL ID is the value entered on the corresponding entity record. Make the appropriate changes if necessary, and then save the entity record.
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Edit the inbound e-document record with Incomplete status and select the entity from the Entities list.
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Click Save.
The corresponding inbound e-document record status is modified to For Conversion. You can then proceed by manually converting the record into the corresponding transaction type.
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On the Inbound E-document record, click Convert.
For more information, see Converting Individual Inbound E-Documents into Vendor Bills and Converting Failed Inbound E-Documents.
If no errors are encountered, the transaction record will be created.
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Repeat steps 3-6 for other incomplete inbound e-documents.