Exact Synergy

 

Exporting xml file after contract prolongation

Introduction

 

After the contract prolongation the new created xml files are ready to be exported. This xml file is attached to a document.

 

Explanation

 

There are two methods to find the document with the xml file attached.

 

First method

 

• Open your workflow. You will see a task in your workflow refering to the contract prolongation run.

 

 

• Open the 'Task' and you will notice a document is created in this task.

 

 

• Open the document. The same document is shown as when opening the document using the second method.

 

Second method

 

• Open the contract prolongation overview in [CRM, Reports, Contracts: Prolongation, Processes].

 

 

• Select the hyperlink 'Document' in this overview.

 

 

 

Exporting xml file

 

Select 'Download' to download the xml on your local pc.

 

 

 

Related Topics

 

• Setting up: Invoicing accounts using Exact Globe 200x - Step 2

 

     

Main Category:	Support Product Know How	Document Type:	Online help main
Category:	On-line help files	Security  level:	All - 0
Sub category:	General	Document ID:	07.145.026
Assortment:	Exact Synergy	Date:	08-06-2018
Release:		Attachment:
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