This option allows incoming Purchase Ledger documents (invoices and credit notes) to be scanned-in and the images stored on the system.
Note: This feature is only available on PC terminals with a suitable document scanner locally attached to the PC.
To scan a Purchase Ledger invoice:
From the Autoline Master menu select the Purchase Ledger option and the Company you require.
The PURCHASE LEDGER menu is displayed.
Select the Invoice register option.
The PL INVOICE REGISTER menu is displayed.
Select the Scan PL invoices option.
A dialog box appears prompting you to select an item from the menu. Select one of the following three options listed below.
What do you want to do?
Exit: Select the Exit option and click the OK button to quit back to the Invoice Register menu, without carrying out any further activity.
Scan-before-registering: Select the second menu option, Scan-before-registering, and click the OK button to allow documents to be scanned prior to the registering process. In this case the system allocates the document archive unique identification code, and the other index entries to the archive record are added at the time of registration. You are given the choice of scanning the document or quitting.
Scan-and-attach-to-registered-invoice: Select the third menu option, Scan-and-attach-to-registered-invoice, and click the OK button to allow the scanned document to be attached to an existing Purchase Ledger transaction, in which case all document indexes can be updated immediately. If this option is selected, you are asked to identify the Purchase Ledger open-item to which the scanned copy is to be attached. To do this, a form is opened, asking for any of the known index fields to be completed. The fields available for completion are document, supplier, and account code.
Any of the fields completed or part-filled are used to 'filter' out only those transactions that match on that basis.
