Skip to main content
DE Atlas Import
Search
Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Europe Regimes & Connectivity

Import Invoice Management

The
Import Invoice Management
 screen is used for creating and managing invoices. Invoices can either be created within ONESOURCE ATLAS Import or come from an external system.
The search bar shows the list of available invoices. The invoice status is located in parentheses to the right of the invoice number. See below for a list of shorthand statuses.
Shorthand statuses
Meaning
P
Processed
V
Void
U
Unprocessed
F
Finalized
H
Hold
To create a new invoice.
  1. Click
    New
     to open the
    Create New
     pop-up.
  2. Complete all the necessary fields, and then click
    Save
    .
Clicking
Save
 will close the
Create New
 pop-up and redirect you to the
Import Invoice Management
 screen. This screen allows you to edit the fields in the different tabs. An example of making modifications would be adding items to an invoice.
Make all necessary changes, and then click
Save and Validate
.
Once
Save and Validate
 is clicked, the invoice is considered processed and the
Systems Messages
 tab will automatically open. This tab displays all errors, actions, and/or notifications regarding the selected invoice.
For instance, if a
Hold Message
 appears, you may need to resolve and correct some of the invoice information before the invoice can be completed.
If the invoice has no validation errors or all validation errors in other tabs have been resolved, the invoice can be processed. Processed invoices can be attached to Simplified Declarations in the
ATLAS Import Declaration
 screen.
To process the invoice, click
Process Shipment
.
In some cases, an invoice may contain incorrect data and need to be voided.
To void an invoice, click
Void
.
Clicking
Void
 will open the
Void
 pop-up. Provide a void reason and explanation. Click
Submit
 to save the void information and close the pop-up.
After the invoice is voided, the
Reactivate
 button appears on the screen.
Clicking this button will change a “void” invoice into an “unprocessed” invoice. The invoice will then appear as “Unprocessed” in the “Find Shipment” drop-down.
To authorize an invoice, click
Finalize
. This button only becomes available after an invoice is fully processed. Permissions to use the
Finalize
 button are client-specific and may be adapted to the needs of the business.

Related Content