{"id":21520,"date":"2022-04-11T13:49:42","date_gmt":"2022-04-11T11:49:42","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-chorus-pro\/user-guide\/use-as-a-provider\/"},"modified":"2024-05-20T14:43:27","modified_gmt":"2024-05-20T12:43:27","slug":"use-as-a-provider","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-chorus-pro\/user-guide\/use-as-a-provider\/","title":{"rendered":"Use as a Provider"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1649684982352 {padding: 0px;} div.rbtoc1649684982352 ul {list-style: disc;margin-left: 0px;} div.rbtoc1649684982352 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<div class=\"toc-macro rbtoc1649684982352\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#Utilisationentantquefournisseur-Soumettreunefactureclient%C3%A0ChorusPro\">Submit a customer invoice to Chorus Pro<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Suivreletraitementdesfactures\">Track invoice processing<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Traiterlesfacturesauxstatuts%22Suspendue%22,%22Arecycler%22et%22Rejet%C3%A9e%22\">Process invoices with &#8220;Suspended&#8221;, &#8220;To be recycled&#8221; and &#8220;Rejected&#8221; statuses<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#Utilisationentantquefournisseur-Factures%22Suspendue%22\">&#8220;Suspended&#8221; invoices<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Factures%22Arecycler%22\">&#8220;To be recycled&#8221; invoices<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Factures%22Rejet%C3%A9e%22\">&#8220;Rejected&#8221; invoices<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Gestiondesfacturesenerreur\">Error invoice management<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#Utilisationentantquefournisseur-Factureenerreuravantlasoumissionverstrue\">Invoice in error before submission to&nbsp;Chorus Pro<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Factureenerreurapr%C3%A8slasoumissionverstrue\">Invoice in error after submission to&nbsp;Chorus Pro<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Messagesd'erreur\">Error messages<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#Utilisationentantquefournisseur-Informationd'authentificationnonpr%C3%A9sentes\">Authentication information not present<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-LacolonneDocumentsestvidedanslesongletsDocuments%C3%A0traiterouSuivi\">The Documents column is blank on the Documents to be processed or Tracking tabs<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-truen'estpasdisponible,veuillezr%C3%A9essayerult%C3%A9rieurement\">Chorus Pro&nbsp;is not available, please try again later<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Leserviceex%C3%A9cutantestobligatoirepourcer%C3%A9cipiendaire\">Performing service is mandatory for this recipient<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Lapi%C3%A8cejointexxxxxxxxdetypeinconnun'existepas\">Attachment xxxxxxxx of unknown type does not exist<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Cettefacturen'apaspu%C3%AAtreanalys%C3%A9eparlesyst%C3%A8metrue\">This invoice could not be analyzed by the Chorus Pro system&nbsp;<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Lasynth%C3%A8sedel'ent%C3%AAten'estpascorrecte\">Header synthesis is not correct<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-R%C3%A9cipiendaireintrouvableouinactif\">Recipient not located or inactive<\/a><\/li>\n<li><a href=\"#Utilisationentantquefournisseur-Lescontr%C3%B4lesdecoh%C3%A9renceseffectu%C3%A9ssurlademandedepaiementnesontpasvalides\">The consistency checks performed on the payment request are not valid<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<h1 id=\"Utilisationentantquefournisseur-Soumettreunefactureclient\u00e0ChorusPro\">Submit a customer invoice to Chorus Pro<\/h1>\n<p>Open Bee\u2122 Portal : Chorus Pro&nbsp;Connector automatically identifies the documents to be submitted to&nbsp;Chorus Pro&nbsp;based on the criteria set by the add-on administrator.<br \/>\nTo be submitted to Chorus Pro,&nbsp; a document must have been filed in a folder or with a particular filing rule as defined by the administrator.<\/p>\n<p>Documents awaiting submission to&nbsp;Chorus Pro&nbsp;are available in the &#8220;<strong>Documents to be submitted<\/strong>&#8221; tab.<\/p>\n<p>To submit a document to Chorus Pro, click on the &#8220;<strong>Complete<\/strong>&#8221; action in the menu on the document or simply click on the name of the document.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250448396.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250448396.png\"><\/p>\n<p>A new screen is displayed to view the invoice along with a form with the information needed to submit to&nbsp;Chorus Pro.&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250449199.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250449199.png\"><\/p>\n<p>Fill in the form and click on the &#8220;<strong>Validate<\/strong>&#8221; button.<br \/>\nThe invoice is submitted to&nbsp;Chorus Pro.&nbsp;<\/p>\n<p>The tracking of the processing of this invoice is then available in the &#8220;<strong>Tracking<\/strong>&#8221; tab.&nbsp;<\/p>\n<p>If there are multiple invoices to submit, the next invoice is directly displayed.&nbsp;<\/p>\n<h1 id=\"Utilisationentantquefournisseur-Suivreletraitementdesfactures\">Track invoice processing<\/h1>\n<p>From the &#8220;<strong>Follow-up<\/strong>&#8221; tab, you can view all the invoices submitted to&nbsp;Chorus Pro.&nbsp;<\/p>\n<p>Various search and sorting filters allow you to easily navigate through your invoices.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250448398.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250448398.png\"><\/p>\n<p>You can also &#8220;<strong>Export to CSV<\/strong>&#8221; the invoices displayed. This operation can take several minutes if there is a large volume of invoices.<\/p>\n<p>To access the file, you will need to refresh the page.<\/p>\n<h1 id=\"Utilisationentantquefournisseur-Traiterlesfacturesauxstatuts\" suspendue=\"\">Process invoices with &#8220;Suspended&#8221;, &#8220;To be recycled&#8221; and &#8220;Rejected&#8221; statuses<\/h1>\n<p>From the &#8220;<strong>Documents to be processed<\/strong>&#8221; tab, you can view all the invoices for which the recipients have reported statements requiring action on your part.<\/p>\n<h2 id=\"Utilisationentantquefournisseur-Factures\" suspendue=\"\">&#8220;<strong>Suspended<\/strong>&#8221; invoices<\/h2>\n<p>These are the invoices for which attachments are missing.<\/p>\n<p>To process these invoices, click on the &#8220;<strong>Complete<\/strong>&#8221; action.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250449194.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250449194.png\"><\/p>\n<p>The invoice form opens and you have the option to add attachments and\/or modify the comment field.<\/p>\n<h2 id=\"Utilisationentantquefournisseur-Factures\" arecycler=\"\">&#8220;<strong>To be recycled<\/strong>&#8221; invoices<\/h2>\n<p>These are invoices for which there is an error on the routing data (the choice of the recipient is wrong, service code or commitment number).<\/p>\n<p>To process these invoices, click on the &#8220;<strong>Recycle<\/strong>&#8221; action.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250449195.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/250449195.png\"><\/p>\n<p>The invoice form opens and you must choose a new recipient and their executing service (if it is mandatory).<\/p>\n<h2 id=\"Utilisationentantquefournisseur-Factures\" rejet=\"\">&#8220;<strong>Rejected<\/strong>&#8221; invoices<\/h2>\n<p>These are the invoices for which the billing data is incorrect, error in the amounts, etc.<\/p>\n<p>The rejection necessarily leads to the issuance of a new invoice by the supplier.<\/p>\n<p>To find out if you have already processed a <strong>Rejected<\/strong> invoice, you can use the <strong>Pay Out<\/strong> action, which will allow you to enter the corrective credit notes and invoices.<\/p>\n<h1 id=\"Utilisationentantquefournisseur-Gestiondesfacturesenerreur\">Error invoice management<\/h1>\n<p>In the &#8220;<strong>Documents to submit<\/strong>&#8221; tab, invoices may be in error.<\/p>\n<p>We can distinguish 2 types of error:<\/p>\n<h2 id=\"Utilisationentantquefournisseur-Factureenerreuravantlasoumissionverstrue\">Invoice in error before submission to&nbsp;Chorus Pro<\/h2>\n<p>Before appearing in the &#8220;<strong>Documents to be submitted<\/strong>&#8220;, the invoice is sent to&nbsp;Chorus Pro&nbsp;for analysis.<\/p>\n<p>If this operation does not work, the invoice has an OCR status of &#8220;<strong>Mistaken<\/strong>&#8220;.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/270794797.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/270794797.png\"><\/p>\n<p>The invoice may be in error if the Chorus Pro&nbsp;system&nbsp;was not available at the time it was to be analyzed.<\/p>\n<p>More rarely, the invoice may be in error if the Chorus Pro&nbsp;system&nbsp;is unable to parse the PDF file.<\/p>\n<p>To fix this error, you can use the &#8220;<strong>Reprocess<\/strong>&#8221; action.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/270794798.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/270794798.png\"><\/p>\n<p>This action will again send the invoice to the Chorus Pro&nbsp;system&nbsp;for analysis. There is therefore a processing time of a few seconds.<\/p>\n<p>When the operation is complete, the invoice is ready to be sent.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/270794799.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/270794799.png\"><\/p>\n<h2 id=\"Utilisationentantquefournisseur-Factureenerreurapr\u00e8slasoumissionverstrue\">Invoice in error after submission to&nbsp;Chorus Pro<\/h2>\n<p>An invoice can be in error after being sent to the Chorus Pro system&nbsp;for several reasons:<\/p>\n<ul>\n<li>The invoice number has already been sent<\/li>\n<li>The service is missing&nbsp;<\/li>\n<li>Commitment number is missing&nbsp;<\/li>\n<li>etc&#8230;<\/li>\n<\/ul>\n<p>To identify these invoices in error, the OCR status is &#8220;<strong>To Submit<\/strong>&#8221; and the icon is red.<\/p>\n<p>Hovering over the red icon will display the error message.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/270794801.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/270794801.png\"><\/p>\n<p>Once an invoice is in error, it will no longer be sent automatically, the error must be processed.<\/p>\n<p>To deal with the error, there are several solutions depending on the problem:<\/p>\n<div>\n<ul style=\"list-style-type: square;\">\n<li>Manually send the invoice by filling in the missing information and click on the &#8220;<strong>Validate<\/strong>&#8221; button.<br \/>\nFor example, if the commitment number is missing.<\/li>\n<\/ul>\n<\/div>\n<ul style=\"list-style-type: square;\">\n<li>Correct the matching problem in the management of recipients.<br \/>\nFor example, for a missing service even though it is present on your bill<br \/>\nYou can click on the &#8220;<strong>Submit<\/strong>&#8221; button or use the &#8220;<strong>Submit selection<\/strong>&#8221; action on the selection.<\/li>\n<li>Edit the wrong metadata on the document in Open Bee\u2122 Portal. Then use the &#8220;<strong>Reprocess selection<\/strong>&#8221; action to make the invoice ready to be sent again.<br \/>\nFor example, if the supplier SIRET is incorrect, you can modify the metadata directly on the invoice and re-inject it into the Open Bee\u2122 Portal module: Chorus Pro Connector.<\/li>\n<\/ul>\n<h2 id=\"Utilisationentantquefournisseur-Messagesd'erreur\">Error messages<\/h2>\n<p>Error messages are retrieved from the Chorus Pro system.<br \/>\nThe following is a non-exhaustive list of error messages:<\/p>\n<h3 id=\"Utilisationentantquefournisseur-Informationd'authentificationnonpr\u00e9sentes\">Authentication information not present<\/h3>\n<p>This message may appear for clients that have migrated to PISTE authentication with versions 6.11.2 and 6.11.3 of the Chorus Pro module&nbsp;.<\/p>\n<p>The problem is related to the validity period of the PISTE authentication token.<\/p>\n<p>While waiting for a corrective version of the module, you have to go to the configuration and validate the authentication information again.&nbsp;<\/p>\n<h3 id=\"Utilisationentantquefournisseur-LacolonneDocumentsestvidedanslesongletsDocuments\u00e0traiterouSuivi\">The Documents column is blank on the Documents to be processed or Tracking tabs<\/h3>\n<p>On the Documents to be processed or Tracking tabs, there may be rows where the Documents column is empty.<\/p>\n<p>This means that the invoice was not sent to&nbsp;Chorus Pro&nbsp;from theOpen Bee\u2122 Portal module&nbsp;: Chorus Pro Connector.<\/p>\n<p>In this case, the invoice was sent from the Chorus Pro portal or from another solution.&nbsp;<\/p>\n<h3 id=\"Utilisationentantquefournisseur-truen'estpasdisponible,veuillezr\u00e9essayerult\u00e9rieurement\">Chorus Pro&nbsp;is not available, please try again later<\/h3>\n<p>The Chorus Pro system&nbsp;may be unreachable for various reasons, maintenance, too high volume, network unavailability, update of the Chorus Pro solution, etc.<\/p>\n<p>Open Bee\u2122 Portal : Chorus Pro&nbsp;Connector uses the Chorus Pro API&nbsp;. This is different from the Chorus Pro portal&nbsp;.<\/p>\n<p>This is because although the Chorus Pro&nbsp;API&nbsp;may be unavailable, the Chorus Pro&nbsp;portal&nbsp; may continue to work.<\/p>\n<p>If this message appears, please first check your network configuration.<br \/>\nIf your network configuration is functional, the problem is with the Chorus Pro system&nbsp;.<br \/>\nIn this case, you have to wait until the Chorus Pro&nbsp;system&nbsp;is available again.<\/p>\n<p>The workaround is to use the Chorus Pro portal&nbsp;.<\/p>\n<h3 id=\"Utilisationentantquefournisseur-Leserviceex\u00e9cutantestobligatoirepourcer\u00e9cipiendaire\"><strong>Performing service is mandatory for this recipient<\/strong><\/h3>\n<p>If the service is missing even though it is present on your invoice, it is the correspondence between the label on the invoice and the Chorus Pro&nbsp;service that is missing.<br \/>\nIn this case, you can go to the &#8220;<strong>Recipient Management<\/strong>&#8221; menu to complete the correspondence.<\/p>\n<p>To check the match, click on the invoice and the service will be pre-populated.<br \/>\nYou can click on the &#8220;<strong>Submit<\/strong>&#8221; button or use the &#8220;<strong>Submit selection<\/strong>&#8221; action on the selection.<\/p>\n<h3 id=\"Utilisationentantquefournisseur-Lapi\u00e8cejointexxxxxxxxdetypeinconnun'existepas\">Attachment xxxxxxxx of unknown type does not exist<\/h3>\n<p>This message occurs when the Chorus Pro system&#8217;s analysis of the invoice did not work correctly.<\/p>\n<p>To correct this problem, you must use the &#8220;<strong>Reprocess<\/strong>&#8221; action or the &#8220;<strong>Reprocess selection<\/strong>&#8221; action on the selection.<\/p>\n<p>This action will require the analysis of the invoice by the Chorus Pro system. This may take several seconds as the Chorus Pro system is queried.<\/p>\n<h3 id=\"Utilisationentantquefournisseur-Cettefacturen'apaspu\u00eatreanalys\u00e9eparlesyst\u00e8metrue\">This invoice could not be analyzed by the Chorus Pro system&nbsp;<\/h3>\n<p>This message comes from a malfunction of the Chorus Pro system.<br \/>\nIndeed, before appearing in the &#8220;<strong>Documents to be submitted<\/strong>&#8220;, the invoice is analyzed by the Chorus Pro system.<\/p>\n<p>This error message appears when the Chorus Pro system&nbsp;failed to parse the invoice.<\/p>\n<p>It is not the content of the invoice that is the problem but the PDF file itself.<br \/>\nWe have created a ticket to the Chorus Pro team&nbsp;who are aware of the malfunction.<\/p>\n<p>While waiting for this Chorus Pro system&nbsp;to fix this malfunction, here&#8217;s how to fix the problem:<\/p>\n<p>First you need to &#8220;<strong>Delete<\/strong>&#8221; the invoice from the &#8220;<strong>Documents to be submitted<\/strong>&#8221; and then regenerate the PDF file of the invoice.<br \/>\nFor example, by printing the invoice again with the virtual printer.<br \/>\nThis will create a new PDF file and also a new version of the file in Open Bee\u2122 Portal, this new version of the invoice will also be available in the &#8220;<strong>Documents to Submit<\/strong>&#8220;.&nbsp;<\/p>\n<p>The workaround is as follows, you need to&nbsp; &#8220;<strong>Remove<\/strong>&#8221; the invoice from the &#8220;<strong>Documents to be submitted<\/strong>&#8221; and send it through the Chorus Pro portal.<\/p>\n<h3 id=\"Utilisationentantquefournisseur-Lasynth\u00e8sedel'ent\u00eaten'estpascorrecte\">Header synthesis is not correct<\/h3>\n<p>This message is displayed when the commitment number is required.<br \/>\nIt may also appear when both the service and the commitment number are mandatory.<\/p>\n<h3 id=\"Utilisationentantquefournisseur-R\u00e9cipiendaireintrouvableouinactif\">Recipient not located or inactive<\/h3>\n<p>This message is usually displayed when the recipient is inactive.<br \/>\nYou can check this information with the Chorus Pro directory:<br \/>\n<a href=\"https:\/\/communaute.chorus-pro.gouv.fr\/annuaire-cpro\/\" class=\"external-link\" rel=\"nofollow\">https:\/\/communaute.chorus-pro.gouv.fr\/annuaire-cpro\/<\/a><\/p>\n<p>Check the Active Structure field, in this example it is inactive<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273350690.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273350690.png\"><\/p>\n<h3 id=\"Utilisationentantquefournisseur-Lescontr\u00f4lesdecoh\u00e9renceseffectu\u00e9ssurlademandedepaiementnesontpasvalides\">The consistency checks performed on the payment request are not valid<\/h3>\n<p>A consistency check between the commitment number and the service code is carried out in the case of invoices destined for the State.<br \/>\nPlease check both of these information.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Submit a customer invoice to Chorus Pro Track invoice processing Process invoices with &#8220;Suspended&#8221;, &#8220;To be recycled&#8221; and &#8220;Rejected&#8221; statuses &#8220;Suspended&#8221; invoices &#8220;To be recycled&#8221; invoices &#8220;Rejected&#8221; invoices Error invoice management Invoice in error before submission to&nbsp;Chorus Pro Invoice in error after submission to&nbsp;Chorus Pro Error messages Authentication information not present The Documents column is [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":21497,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21520","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21520","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21520"}],"version-history":[{"count":1,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21520\/revisions"}],"predecessor-version":[{"id":21521,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21520\/revisions\/21521"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21497"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}