Exact Globe+

How-to: Installing E-Invoicing via PEPPOL in Exact Lightweight Integration Server (ELIS) and configuring the scheduler

Note: The E-Invoicing via PEPPOL add-on solution is currently available only to the controlled release participants of the solution.

Introduction

This document describes the steps to installing the E-Invoicing via PEPPOL add-on solution in Exact Lightweight Integration Server (ELIS) and configuring the scheduler for the invoices to be imported based on the predefined schedules.

Click the following hyperlinks to navigate to the relevant section:

• Requirements
• Installing E-Invoicing via PEPPOL in ELIS
• Configuring the scheduler
• Monitoring the status of the scheduled runs
• Monitoring the status of the processed invoices

Requirements

The following are the requirements that need to be fulfilled before the solution can be installed:

• Exact Globe Next product update 417 or higher must be installed,
• the SE1073 – Electronic invoicing (PEPPOL) module must be available in your license,
• the SE5311 – E-Incoming Invoice Register module is not included in your license, and
• ELIS must be installed in your system. For more information, see How-to: Installing Exact Lightweight Integration Server (ELIS).

Installing E-Invoicing via PEPPOL in ELIS

1. Go to Start ? All Programs ? Exact ? Exact Lightweight Integration Server Management Console to open the ELIS management console.
2. In the Exact Lightweight Integration Server Management Console screen, click Console, and then select Check for updates.
3. Under the Check for updates section, select E-Invoicing via PEPPOL as displayed in the following example:
   
   
4. Click Install in the Action column, and the ELIS management console will download and install the E-Invoicing via PEPPOL add-on solution. Once the installation is completed, the installed solution will be displayed on the left panel.

Configuring the scheduler

1. In the Exact Lightweight Integration Server Management Console screen, click Solutions and select the E-Invoicing via PEPPOL solution on the left panel.
2. In the New configuration: E-Invoicing via PEPPOL screen, select the check box of the relevant Exact Globe Next administration, and then click Next.
   
   
3. Next, define the relevant fields in the New – Add-on configuration screen accordingly.
   
   
4. Select the Activate now check box, and then click Save.

Monitoring the status of the scheduled runs

1. In the Exact Lightweight Integration Server Management Console screen, click Server log under Monitoring on the left panel.
2. The following screen will be displayed:
   
   
3. The status of the scheduled runs will be displayed in the Message column.

Monitoring the status of the processed invoices

1. In the Exact Lightweight Integration Server Management Console screen, click Integration status under Monitoring on the left panel.
2. The following screen will be displayed:
   
   
3. The status of the processed invoices will be displayed in the Status column.
4. In the case that errors have been found during the processing of the invoices, you can reprocess the invoices by clicking Retry in the Actions column.