EDI to QB for Sales Invoices USE CASES

From UG

Contents 1 Business Story 2 Use Cases 2.1 UC1: set time of creating of batch file 2.1.1 Figure 1. Edit Office window 2.2 UC2: set visibility of QB dashboard panel 2.2.1 Figure 2. Dashboard configuration in user profile 2.2.2 Figure 3. QB dashboard panel on CT2 homepage 2.3 UC3: initial steps 2.4 UC4: view and download batch file 2.5 UC5: review info from batch file 2.6 UC6: upload info into QB 2.7 UC7: confirm in CT2 the successfull import into QB

Business Story

Accounting operator Clark Kent in NY Jaguar Office responsible for daily upload of Sales Invoice (and Credit Notes) into QuickBooks.

Use Cases

UC1: set time of creating of batch file

Admin - Users and Offices - Offices. Edit Office window.

Figure 1. Edit Office window

a. "IIF-file created" checkbox is not checked yet:

b. "IIF-file created" checkbox is checked:

UC2: set visibility of QB dashboard panel

Admin - Users and Offices - Jaguar Users. Edit Jaguar User window.

Figure 2. Dashboard configuration in user profile

Main Menu - Home. There is QB dashboard panel with zero values of not imported documents on the homepage.

Figure 3. QB dashboard panel on CT2 homepage

UC3: initial steps

UC4: view and download batch file

UC5: review info from batch file

UC6: upload info into QB

UC7: confirm in CT2 the successfull import into QB