Valid from: Opter 2024.06.00

Supplier bill export to file

Opter can export supplier bill data as an XML file, and by means of a transform (XSLT file), that XML file can be converted into a format that the receiving system can read. Contact if you want to customise the conversion of the XML file from Opter so that you get a file in a format that your accounting system can import.

Create a supplier bill export

Click on Economy > Supplier bills > Supplier bill export and create a supplier bill export with the XmlSerializer type. Encoding should usually be ISO-8859-1 or UTF-8.

Go to the File transfer tab and choose how you want to transfer the files to the receiving system. As it is a file that is being exported, choose email, FTP or SFTP. Then fill in the details under Ftp or Email.

For more information about the settings, see Supplier bill export (window).

Customise the XSLT file

Contact to customise the XSLT file so that you get the data you want to include in the export.

If you have a ready-made XSLT that you want to use, you can insert it and test the result.

1. Click on Edit Transformation Template. The Supplier bill export - XSLT window opens. It has three parts, Source, XSLT and Result (in the Result tab).

2. To load a supplier bill, enter the supplier bill number in the Supplier bill number field and click on Get supplier bill. The supplier bill is displayed in XML format under Source.

3. Paste the content of the XSLT file you want to use to convert the XML file under XSLT.

4. Click on Convert at the top of the window and go to the Result tab to check the result of the conversion.

5. To save any changes to the XSLT file, click on Save at the top of the window.

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