Email to Supplier document

Email to Huge ERP setup
When the email is sent to the default email address.  It will create a Purchase Order or GRV based on the setup. 

 The application will try to identify the supplier, but if it cannot, it will use the default supplier 

 Same goes for the line items, if the app cannot find the supplier item code, it will use the default Custom item. 

 

 The Payables Hub email utility will handle the following: 

 

 Multiple attachments, will create multiple documents 

 Only processes PDF documents 

 Ignores statements 

 

 

 Unknown Supplier 

 Create an unknown Supplier 

 

 

 Unknown Item setup 

 Setup a custom type item called Unknown. 

 Make the sell price zero and set to amount 

 

 

 

 Setting default Supplier and Custom item 

 a. Setup a default custom type item 

 b. Setup a default supplier 

 

 

 

 User Setup in Huge ERP 

 Setup a User for reading of emails - SupplierEmail 

 This creates a log against the user that we know has had an automatic document created from the Payable Email Hub 

 

 

 

 

 Creation of the supplier invoice as GRV 

 

 The AI will summarize the invoice and put in as the Description 

 The AI will create each line with the description, quantity and value 

 

 

 

 Supplier item code 

 For successful item allocation, ensure that one updates the item code against the supplier related to the stock item you want AI to assign.

Change Item code on PO and GRV
This special function allows one to change an item code only without the selection changing all the details on the item to the new item code. 

 Mainly used for the email to PO and GRV function where the line item has been set to the default item.  

 This option is only available on the Purchase Order and GRV function. 

 The description, quantity and price are correct, but the item code is incorrect.  

 To only change the item code there are two ways to change: 

 

 Click on the icon on the grid 

 Click on the replace item code button 

 

   

 Click on the icon on the grid 

 

   

 Item edited with replace button 

 

   

 Rules: 

 

 Cannot have a blank item code 

 If document is completed or processed, one cannot change

Shared Email Box
Shared email box is setup on Outlook and linked to customeremails@erpsolutions.co.nz 

 

 Outlook shared mailbox 

 Customer email addresses are setup as shared email boxes. 

 Add in shared mailbox 

 

 

 Mail box setup, then link to a user 

 

 

 Link the shared mail box to the customeremail user

Email utility setup
The online AI email utility allows emails of supplier invoices to be created as Purchase Orders or GRVs in the Huge ERP system. 

 Setting up Company utility 

 Overview menu 

 

   

 

 Inbox 

 Allows one to check any issues with failed emails 

   

 

   

 

 Client Routing 

 This is where we setup new client routing to ERP namespaces 

 

   

 Setup the new client and link to the server and namespace 

 

   

 

 Unknown Senders 

 Setup rules for unknow emails