Introduction
This guide describes the checks to carry out when an invoice in AP Automation cannot be registered, posted or released for payment. It applies to all ERP packages connected to AP Automation.
Problem description
AP Automation is an extension of the ERP package. Recording an invoice can fail without AP Automation as well. The error message shown by AP Automation therefore often appears during a direct manual action in the ERP package too.
This guide applies when recording fails for a few invoices and the remaining invoices are still recorded successfully.
Overview of all ERP errors
The Invoices with ERP errors report shows all invoices that could not be recorded in the ERP package, together with the related error message. To open the report:
- Click the gear icon at the top of the screen.
- Choose Reports.
- Choose Invoices with ERP errors.
Can’t see the report? The application administrator makes it visible by adding the permission invoice:can_generate_invoice_erp_error_report to the permission group.
Recording the invoice manually in the ERP package
Record the invoice manually in the ERP package before raising a ticket. Without this outcome, the question cannot be taken further.
The manual action fails as well
The cause lies in the ERP package. This situation is investigated within your own organisation, together with your ERP administrator or implementation partner.
The manual action succeeds
Reproduce the scenario in AP Automation Test.
Reproducing the scenario in AP Automation Test
Using the reproduction, the interface partner investigates why a manual action succeeds and the same action through the interface does not. Any solution is applied in Test first, before it moves to production.
Recording the invoice fails in Test as well
State the reproduction steps in the ticket.
Recording the invoice succeeds in Test
A difference in settings between ERP Production and ERP Test is then a likely cause. Compare both environments with your ERP administrator or implementation partner.
When to contact support
State the following in the ticket:
- Which invoice is involved and which action fails.
- The exact error message from AP Automation.
- The outcome of recording the invoice manually in the ERP package.
- The steps for reproducing the scenario in AP Automation Test.
Disclaimer
This guide provides general troubleshooting advice for ISPnext customers using AP Automation in combination with an ERP package. Your exact setup, permissions and configuration may differ. Always follow your organisation’s change management process and involve your ERP administrator or implementation partner where necessary.