Import of Electronic Documents from Suppliers
Through this application you can import, delete and view, from the server or from the Novohit Cloud Storage, the XML files of the CFDI/DTE of the invoices received from third parties:
Inventory Management: Importation of the invoice header by means of an optical reader.Accounts Payable: Invoices for services or goods for which no inventory is kept.
The initial screen shows the following sections:
Select Files allows you to import electronic documents (XML CFDI/DTE) from the computer or Novohit Cloud storage to the Novohit system.Import of Electronic Documents from Suppliers: allows you to delete or import electronic documents (XML CFDI/DTE) to the Accounts Payable module.
After importing the XML into the Accounts Payable module, follow the steps below:
- Perform a search by Register status in the Register of Debts and Transactions application. Display all imported debts.
- Register in the accounting account the debit accounting detail.
- Authorize and update the debts.
When an XML is imported and the supplier is not registered in the Suppliers Catalog, it will be automatically entered into the catalog, before updating the debt, the supplier's data must be reviewed and/or modified.
To assign the UUID to the Credit Notes and Debit Notes is done in the application Register UUID to Debt Registered in Mexico.
To assign the UUID to the Credit Notes and Debit Notes is done in the application Register UUID to Debt Registered in Mexico.
DTE: Electronic Tax Document. Country: ChileCFDI: Digital Tax Receipt via Internet. Country: Mexico.
Import CFDI / DTE XML Archives
To execute the process of importing the information from the XML file to Accounts Payable, perform the following steps:
Go to Back Office (Administration) → Accounts Payable → Import of Electronic Documents from Suppliers
To import the XML file to the Novohit server you can do this in two ways:
Importing the XML file(s) through the directory:
Press the Add Files button in the Select Files section, a computer window will pop up where you will select the XML file or folder containing the information of the third party CFDI/DTE. Only files with XML extension can be imported.
Click on the file(s) to be imported into Novohit, then press the Open button.
Click on the file(s) to be imported into Novohit, then press the Open button.
Dragging the XML file(s):
Select the file(s) to import into Novohit and drag them to the Select Files section under "Drag files here". Only files with XML extension can be imported.
Once the files are displayed in the Select Files section, press the Start Upload button to import them to the server.
In the Import of Electronic Documents from Suppliers section click on the check box of the XML file(s) to be imported into Accounts Payable.
Press the Import button.
Once the files are displayed in the Select Files section, press the Start Upload button to import them to the server.
In the Import of Electronic Documents from Suppliers section click on the check box of the XML file(s) to be imported into Accounts Payable.
Press the Import button.
In the final part of the Import of Electronic Documents from Suppliers section, the result of the XML file import will be displayed:
File (XML Name): Invoice Generated: #####: The XML file was successfully imported and registered in the Accounts Payable module.
File (XML Name): Not processed: XML files will not be imported when:
File (XML Name): Not processed: XML files will not be imported when:
The receiving RFC/RUT is different from the customer's RFC/RUT registered in Novohit.
The UUID is already imported before.
The UUID is already imported before.
Delete XML Archives
To delete one or more XML files imported to the Novohit server, perform the following steps:
Go to Back Office (Administration) → Accounts Payable → Import of Electronic Documents from Suppliers
To delete the XML file when uploading to the Novohit server:
Press the red colored button in the Select Files section displayed to the right of the XML file to be deleted.
To delete the XML file in the Novohit server:
In the Import of Electronic Documents from Suppliers section click on the check box of the XML file(s) to delete.
Click on the Delete button.
Display XML Archives
To view one or more XML files imported to the Novohit server, follow the steps below:
Go to Back Office (Administration) → Accounts Payable → Import of Electronic Documents from Suppliers
In the Import of Electronic Documents from Suppliers section click on the check box of the XML file(s) to be viewed.
Click on the Preview button.
Click on the Preview button.
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