This nodes lets you provisionally post an invoice to a finance system before it has been approved in Yokoy. Invoices are usually created in the third-party system with a payment block.
🚧 Caution
Only specific ERP integrations support this feature. For example, Yokoy integration for Microsoft Dynamics 365 Business Central.
It is typically used in combination with the Pending external input status node, which indicates that Yokoy is awaiting feedback from the third-party system on whether the provisional posting was successful.
Configuration
Since the ERP system selected in invoice export setup is company-specific (i.e. you need to set up a separate configuration for each legal entity), bear in mind that the workflow is also company specific.
If you want to use the same workflow in several companies, you need to duplicate the workflow and edit the Export facility value in the node before publishing and activating the workflow for a new legal entity.
Option | Accepted values | Description |
Export facility | String | Invoice export configuration of the ERP system that is responsible for provisionally posting the invoice. Each invoice export configuration in the company has a unique ID. Therefore, make sure that you select the corresponding invoice export configuration for the company. Otherwise, the workflow action won’t work. |
The dropdown list shows the names of invoice export configurations set up in Admin > Integrations, Invoice export tab and the name of the company associated. You need to make sure that the ERP system you select supports provisional posting.
The Provisional posting activity node is linked with an incoming Submit action. This means that after the Submit action from a New / Draft / Needs revision status node, the invoice is provisionally posted to the ERP system selected in the node options.
It usually is connected to a Pending external input status node to wait for response from the third-party system. You can configure how you want Yokoy to proceed where the provisional posting is successful and what to do in the case of error. For example:
If provisional posting is successful: start the approval flow.
If provisional posting is unsuccessful: the invoice is sent back to the Draft status.