Create purchase records using Document Queues (with automated data entry enabled)
When using the AP Automation feature with Zetadocs Document Queues, the Process button will open the Zetadocs Preview Preview screen.
Create records using Document Queues
These steps demonstrate how to create an item based upon a document in the queue.
To create an item based upon a document in the queue:
- Open the Zetadocs Sales Document Queue, or equivalent other queue for which you have been setup.
- This displays the Zetadocs Document Queue. The Zetadocs Document Queue provides you with a list of all documents that have been saved to the Document Queue in SharePoint. These may be documents that you have scanned in, or you received by email.
- Select a document
- Click the Process button and click Create new order. This will display the Sales Order.
- Fill in the Customer no and the order information.
- Click the Zetadocs Send button. This displays the Sales - Order request page. To send your documents using Zetadocs, click OK.
- This displays the Zetadocs Delivery page, where you can change any settings if you want to. For example, if you want to address your invoice to a different contact, or if you want to change the template. See What are the Zetadocs Delivery Options available for more information.
- After sending the order, the sent document is displayed in SharePoint Online as per your archiving options.
- You can now close the Sales Order. The Zetadocs Status Message is displayed.
- The Zetadocs Status Message advises you that a copy of your document, which you have just processed from the Zetadocs Document Queue, has been saved in the archive.
- You will be asked whether you want to delete the document from the document queue. If you no longer require the document to be in the Document Queue, you can delete it.