FAQ for users

How do I create mixed tax amount or a mixed value-added tax (VAT) indicator?

You can correct the amount of tax via biz²DocumentControl by entering different tax rates into the folder „invoice position“ when accounting. The entry of tax rates or the value-added tax indicator is not necessary for the folder “invoice”.

While accounting a receipt the mixed tax rates are being transferred to the folder “tax” within the SAP accounting screen.

Der Steuerbetrag und unterschiedliche Steuersätze aus der Sicht des biz²DocumentControl:

The tax amount and different tax rates in the SAP accounting screen:

Der Steuerbetrag und unterschiedliche Steuersätze aus der Sicht der SAP-Buchungsmaske

I can´t see a certain part (e.g. the current reviser) within the transaction /INPUNCTO/B2VAL_FITR

Within the transaction /INPUNCTO/B2VAL_FITR click the button to open “define order” (button symbol: three connected rectangles). There you can chose the requested slot.

Save the layout afterwards, so the display becomes permanent.

The tax amount and different tax rates in the SAP accounting screen

The invoices can´t be entered into the accounting mask because the tax amount is missing.

Via “system -> user default -> my documents” you can open a new window, where the user parameter XTX (calculate tax) is to be cleared, because the tax is transferred to the biz2DocumentControl

In the picture you can see how to open the particular window.

Here you can see how to empty the user parameter.

How do I fixate the slot within the transaction /INPUNCTO/B2VAL_FIQS?

1. Mark the slot (e.g. Barcode).
2. Fixate the slot via “settings -> slots ->fixate up to slot”.
3. To fixate the slot permanently save the selected layout by clicking “layout -> save”.

I can´t start the transaction (e.g. /INPUNCTO/B2BVAL_FIQS).

Before starting the transaction enter an “/n” (e.g. /n/INPUNCTO/B2BVAL_FIQS)

The entry in the Business Workplace is in a different language.

The entry in the Business Workplace is in a different language.
1. Go to “settings -> workflow settings -> personal settings”.
2. Go to “other settings -> show work item texts in subscribers language”

Now everything will be displayed in your language.

How can I schedule an invoice for resubmission?

1. Go to “inbox -> Workflow -> chose work items”. Then click the button “resubmit” (symbol: pile).
2. Select the respective day of resubmission.
3. You can view and edit work items for resubmission.

 

How can I add a random document to an invoice?

1. Scan the documents with the multifunction printer and dispatch them via email.
2. Attach the documents to the workflow manually.
3. After the accounting the subsequently attached documents are being archived. You can then find them in the attachment list.

How can I control the connection between a receipt and a scanned invoice (transaction FB03 and MIR4)?

For receipts without an order reference start the transaction FB03.

For receipts with an order reference start the transaction MIR4.

We show you the process step by step with the transaction FB03:
Click “receipts list” inside the window “show receipts: access”. Enter the accounting area circle and the coverage date in your receipts list. Then click “perform”. Now mark the receipt number and click “select”. Within the capture outlook you can now see detailed information about the generated receipt.

Now check the connection between the scanned invoice and the generated receipt.

Then click the small arrow in “object services” und chose the option “investment list”. A new window opens. There you can see the connected documents. For checking the scanning quality and displaying the receipts whole workflow report mark the investment and then click “display”.

What information should I hold ready when I have a request to the inPuncto support team?

For making a request to our support team please hold ready the following information:

1. The number of impacted users or computers.
2. Since when does the problem occur? (date and time)
3. The impacted documents data (e.g. barcode number).
4. Updates or configurations of the inPuncto software or Windows update.
5. The impacted applications version.
6. SAP update or configuration.
7. Procedure until the problem started occurring.
8. Screenshots for every task.
9. Log information as text file.

How can I enter a proxy into the SAP workflow?

For entering proxy into the SAP workflow you need to determine the proxy rules.

First, go to “settings”.

Now chose “workflow settings” and click “enter proxy”.

Mark your name in the label field and click “compile proxy”.

You can find your requested person over “search keyword” or “users over address data”.

After entering click “start search”. Then mark the requested name and click “apply”.

Now you can either enter the period or chose the data by using the calendar icon. Chose a proxy profile from the list and click “apply”.

Afterwards click “save”. Now your compiled proxy appears in the window “personal proxy”.

Our video tutorial shows you how to easily enter proxy into the SAP workflow (English version coming soon. Thank you for your patience.)

How can I activate a proxy in the SAP workflow?

For activating a proxy in the SAP workflow you need to determine the proxy rules.

First go to “settings”.

Then go to “workflow settings” and click “activate/deactivate proxy”.

Now a new window opens, where you can mark your proxy over “label”. After that click “activate”. Over “state of proxy” you can now see that the proxy is activated.

Our video tutorial shows you how to easily activate proxy in the SAP workflow.
(English version coming soon. Thanks for your patience.)

How can I stand in for someone from the SAP workflow?

For standing in for someone from the SAP workflow, you need to determine the proxy rules within the business workplace.

In the business workplace click “settings”. Then go to “workflow settings” and “stand in”. A new window opens. There you can set a checkmark in front of the person being stood in for.

Afterwards click “enter”. Now you can only find the workflows of those colleagues you´re standing in for.

Our video tutorial shows you how to easily stand in for someone from the SAP workflow.
(English version coming soon. Thanks for your patience.)

How do I enter the slot ||stand in for|| into the SAP business workplace?

For entering the slot “stand in for” into the SAP business workplace, you need to determine the proxy rules.

First switch to the work flow view within your business workplace. Click the small arrow in “chose layout” and chose the option “change layout”.

A new window opens, where you can chose “stand in for”. Then click “apply panel”.

Afterwards apply the changes. Now you can see the slot “stand in for” within your workflow view.

Our video tutorial shows you how to easily enter the slot “stand in for” into the SAP business workplace.
(English version coming soon. Thanks for your patience.)

What influences the OCR-recognition and how can I optimize the OCR-recognition?

Possible causes for incorrect or no OCR-recognition and our recommendations on how to optimize the OCR-recognition:

  • The documents and document pages must be scanned completely: Please pay attention to original documents width and length.
  • The documents shouldn´t contain stamps if possible. The information that corresponds to an original “stamp” is collected in the SAP workflow.
  • The documents shouldn´t contain handwritten entries. Smeared handwriting can lead to wrong or even no results.
  • The character skew of italic script shouldn´t be too intense.
  • The documents must have a good printing quality.
  • The backs of the documents mustn´t shine through. A usual problem with very thin paper – try to work with covers (individual scans).
  • Please do not scan copies of invoices. An image loss already occurs due to copying. Always use the original document.
  • The invoices must have a clear structure. The spreadsheet structure of invoice positions mustn´t be broken. Slot labels must be listed.
  • Relevant invoice information mustn´t have a disturbing background (e.g. background colors or shadows). Color values are being converted into pixels and disturb die recognition process.
  • Background structures also disturb the OCR-recognition.
  • Barcode labels mustn´t be glued over relevant invoice information.
  • The quality of the barcodes must be good (clean printout).
  • There mustn´t be multiple barcodes on one barcode label.
  • The scanner must be in good order, which means, it must be maintained and taken care of. Dirt on the glass plate can lead to incorrect pictures.
  • Dirty feed rollers lead to irregular entering. The scanning outcome will be distorted.

Further recommendations for the OCR-recognition and OCR-optimization:

  • To get a good color result we recommend a resolution of 400 dpi. The color type should be black/white.
  • The documents must be saved in the format tiff-format CCITT 4 fax.
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E-Mail: support[at]inpuncto.com
Telephone: +49 (0) 711 66 188 500

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