Create in MCS
Creates the record in your MCS system, then waits until MCS confirms it.
Where it goes: after a Check step and an A person approves step. A workflow cannot be published otherwise.
How it works
Rent Stream AI builds the MCS message from the work item's fields and sends it to MCS's XML gateway. MCS confirms the record was created and sends back its number. Only then does the step finish.
If your company has named a custom field for it in Settings, MCS connection, the work item's reference is written on the MCS record, so you can always trace a record back to its work item.
Settings
| Setting | What it is |
|---|---|
| What to create | The kind of MCS record, from the message types registered for MCS, such as Incoming invoice or Supplier invoice allocation |
| Fill each MCS item | A table of the items MCS needs, required ones first. Fill each from a field, or type a fixed value. Show all items shows the optional ones |
| Keep the MCS reference in | Optional: a field to save the new record's number in, for a later Reply to quote |
Repeating sections, such as invoice lines, are filled One for each item in a list field: the lines read from the invoice, or the lines found on a purchase order.
Rules it always follows
- The message is checked before it is sent, and anything wrong is shown.
- It is never sent twice automatically. If it is unclear whether MCS received it, a person decides.
What can happen
| What happened | What happens next |
|---|---|
| MCS confirmed the record | Carries on, with the number saved |
| Sent, waiting for MCS | Waits |
| MCS refused it, or it could not be sent | Goes to a person: "MCS refused it", with MCS's reason |
| The message could not be built | Goes to a person, with what is missing |
When a person takes over, they can enter the number under It is in MCS, under number, or tick I have checked MCS and it is not there and Send it again. See approving and other actions.
What you see on the work item
Three stages: Sent, Accepted by MCS, Created with the MCS number. People who can change workflows can also Show the XML.
Use it for
- Supplier invoices: a Supplier invoice allocation against the purchase order, or an Incoming invoice.
- Customer requests: an online request.
- Any other record your MCS accepts through its XML gateway.