| Subject: | Implement VMS Signing for Imported invoices via CSV. Menu: Integration ~> File Import |
| Summary: | Some customers have asked to VMS Sign invoices imported from CSV files. Design: - Use the standard Document Import Feature
- If VMS is enabled, Sign the invocies using the integration configuration
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| Audit Notes: | Edited by sanjay on 19/08/26 14:52. Edited by sanjay on 18/08/26 17:28. Edited by sanjay on 02/07/26 15:06. Edited by sanjay on 10/06/26 13:12. Edited by sanjay on 01/05/26 12:02. |
| 01 May 2026 | 12:02PM Comment 1 by Sanjay (Link Technologies) ETC was changed from 23/04/2026 to 08/05/2026 |
| 10 Jun 2026 | 01:12PM Comment 2 by Sanjay (Link Technologies) ETC was changed from 08/05/2026 to 30/06/2026 |
| 02 Jul 2026 | 03:06PM Comment 3 by Sanjay (Link Technologies) ETC was changed from 30/06/2026 to 31/07/2026 |
| 03 Aug 2026 | 01:56PM Comment 4 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-08-2026 01:56 PM Notes: ETC extended from: 31/07/2026 to 28/08/2026 |
| Due date adjusted. |
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| 18 Aug 2026 | 05:28PM Comment 5 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-08-2026 05:27 PM Time Taken: 22.00 Notes: Edited by sanjay on 19/08/26 14:53. Edited by sanjay on 19/08/26 14:51. |
| PART A - Development work for this case has been completed. 1. The change will be available in version: 16.04 2. The following changes were made (Include Database object names, Program classes, and any other relevant information): - Added Tax Integration to Invoice Upload
- When POS Invoice file is uploaded, and if Tax Integration is enabled, the system will flag all imported invoices to be TIMS signed.
- Users can sign the invoices in three ways:
- Log into the POS main screen. The system will start signing all imported invoices marked as "Requires Tax Integration" automatically. This is best if you have a large number of invoices.
- Using Menu "Point of Sale ~> Customer Profile", Expand and Navigate to the Invoices Tab. You can "Submit and Print" each invoice individually.
- Using Menu "Point of Sale ~> Invoice", Expand and Navigate to the Invoices Tab. You can "Submit and Print" each invoice individually.
3. Affected Areas: - Invoice Upload using LinkSOFT Business Inteligence ~> File Import
4. The issue was caused by: - Feature to handle imported invocies when "Tax Integration" is enabled
5. Other Relevant Notes: - Unsigned invoices are signed automatically when the user logs into POS.
- Errors are shown in the menu "Global Administration ~> Event Log"
- I found that missing BUYER ID is a common point of VMS failure. Check that all Credit Sales customer accounts have a valid Tax Number (TIN)
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
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