Flags
The flags can be set to stop invoices processing with the system parameter: ERPOCR_BLOCKING_FLAGS.
There is a second parameter ERPOCR_WARNING_FLAGS, if switched on then the system will IGNORE these in the warning section
Currently these flags are generated by the system:
DUP: This is used to flag where Rossum has identified the invoice file as one it has processed before
DEL: This is used to flag where Rossum has identified the file might need to be deleted rather than processed. Please see this page for more information.
BAL: Is used to check the total invoice amount to the line amounts, this is now made up of a number of separate flags BAL followed by a combination of letters for Net, Gross and Tax amounts not balancing. Recommended to use as a blocking flag. This will be displayed as
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BALN : Not balancing on the net
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BALT: Not balancing on the tax
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BALG: Not balancing on the gross
Or any combination of these, e.g. BALGN not balancing on Gross and Net
In a standard environment we would recommend that these amount based blocking flags be set (along with any others) as this:
BALG,BALN,BALGN,BALT,BALGT,BALNT,BALGNT
SBNK: Is used if the supplier bank details on the invoice do not match the mapped supplier in the system.
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SBNKA : Account mismatch
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SBNKC: SortCode mismatch
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SBNKI: IBAN mismatch
CUR: is used if the invoice currency does not match the currency on the mapped supplier.
LIN: is used if use lines is switched on but the invoice has no GL lines. Recommended to use as a blocking flag
NOSUP: blank supplier id (used when default supplier parameter is not in use). Recommended to use as a blocking flag
INVx: is used if the invoice number is missing, or if the invoice is detected as a duplicate within the system already (by client, invoice number and supplier) Recommended to use as a blocking flag
The x value can be one of many characters which tells you where the problem is, we check all the tables that EI02 will check to avoid importing issues:
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N: Missing invoice number
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A: acrtrans
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B: asutrans
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C: asuhistr
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E: aeiinvoiceinput (the input table EI02 uses)
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T: acrtransshd
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S: acrshd
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I: acrbatchinput
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O: this batch of invoices
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X: any batch of invoices
SYSROW: The system has automatically generated the row because parameter ERPOCR_NOPO_AUTO_LINE or ERPOCR_NOROW_AUTO_LINE were switched on and used.
CODE: There is no coding row for the current line
NOGRN: There was a PO on the invoice but no remaining GRN amount could be found. Recommended to use as a blocking flag
ORD: There was a PO on the invoice at the header or the line level but no matching active PO was found
POLI: System found rows with no order number, when other rows for the same document had a valid order
PARK: This flag is set by using the Park button on the document list Recommended to use as a blocking flag
QTY: is used if use lines is switched on and will flag when there is a line on the invoice with a 0 quantity.
FACT: is used to highlight if the supplier has a factor, this needs to be enabled with ERPOCR_CHECK_FACTOR