Checking import documentation
Using Process Document Management you can setup a list of documents you have to gather to organize an import process.
Imagine you’re importing from overseas, this would require you make sure that before posting a receipt:
- You collect sanitory check document
- You get custom clearance document
Create a Process Document Checklist IMPORT
1. Setup ANALYSE and CUSCLEAR Process documents
Define ANALYSE and CUSCLEAR Process documents (see Process Documents))
As you want to collect these documents you can let status pending for both documents. This means that user will have to confirm document per document that he collected documents (user should be part of the VALIDATION user group).
2. Setup Process Document Checklist IMPORT and assign to a vendor
Define a Process Document Checklist IMPORT (see Process Document Checklists)) and set status as Certified.
Note that we are blocking sales order release if the Sanitary Certificate is not valid and that validation user group VALIDATION is assigned to the checkpoint.
Select a vendor and assign process document checklist.
3. Create a purchase order
Create a purchase order for the vendor you assigned process document checklist. The process document checklist lines are pouplated for the business document.
When trying to post receipt an error message pops up blocking for posting.
4. Collect requested documents
User may collect documents using document storage drag & drop feature.
User can then validate Process Documents Checklist lines to unblock posting.
4. Post purchase invoice
The collected pdf are transfered to the posted invoice as well as the process document checlist records registering the User ID that validated the collected documents.
