en:mustand:triinp:test
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:mustand:triinp:test [2022/04/19 10:29] – [1.1. Unconfirmed purchase invoice header buttons] triinp | en:mustand:triinp:test [2022/04/19 11:34] – [2.2. Row fields] triinp | ||
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* **Delete** - deletes unconfirmed document | * **Delete** - deletes unconfirmed document | ||
* **Paperclip** - allows to link attachments to document | * **Paperclip** - allows to link attachments to document | ||
+ | * **Forum** - | ||
* **Event** - creates an event related to the purchase invoice. The number of related events is shown in the upper right corner of the document and can be opened from a link | * **Event** - creates an event related to the purchase invoice. The number of related events is shown in the upper right corner of the document and can be opened from a link | ||
* **Stock Receipt** - allows to create an income document directly on the purchase invoice. The generated stock receipt is automatically filled in with the data related to the vendor and the purchase invoice. | * **Stock Receipt** - allows to create an income document directly on the purchase invoice. The generated stock receipt is automatically filled in with the data related to the vendor and the purchase invoice. | ||
- | * **Data from e-invoice** - opens [[et/ | + | * **Data from e-invoice** - opens [[et/ |
==== 1.2. Confirmed purchase invoice buttons ==== | ==== 1.2. Confirmed purchase invoice buttons ==== | ||
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{{: | {{: | ||
- | * **Credit -** generates credit invoice | + | * **Credit -** generates credit invoice |
* **Transaction -** opens a transaction related to the purchase invoice | * **Transaction -** opens a transaction related to the purchase invoice | ||
- | * **Payment -** generates | + | * **Payment -** generates |
* **CashOUT -** generates a cash withdrawal order with the information from the purchase invoice | * **CashOUT -** generates a cash withdrawal order with the information from the purchase invoice | ||
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* **Bill to** - vendor code to whom the purchase invoice is paid. Should be filled if it differs from the vendor code of the purchase invoice | * **Bill to** - vendor code to whom the purchase invoice is paid. Should be filled if it differs from the vendor code of the purchase invoice | ||
* **VAT Reg No** - bill to vendor VAT registration number | * **VAT Reg No** - bill to vendor VAT registration number | ||
- | * **Survey** - | + | * **Survey** - at the moment for the customers working with optics. Can be selected by double-clicking or using Ctrl+Enter. |
- | * **Invoice date** - the date of the document | + | * **Invoice date** - the date of the document, by right-clicking opens the calendar view |
- | * **User** - user generating the document is placed here automatically. Can be overwritten or swiched | + | * **User** - user generating the document is placed here automatically. Can be overwritten or switched |
- | * **Bank code** - bank code | + | * **Bank code** - bank code, can be selected by double-click or with Ctrl + Enter from the bank register. |
* **Purchase order** - the number of the purchase order document to which the purchase invoice relates | * **Purchase order** - the number of the purchase order document to which the purchase invoice relates | ||
- | * **Payment terms** - can be selected by double-clicking or using Ctrl+Enter | + | * **Payment terms** - [[et/ |
- | * **Object** - objects | + | * **Object** - [[et/ |
* **Account No** - the bank account number where the purchase invoice will be paid to | * **Account No** - the bank account number where the purchase invoice will be paid to | ||
* **S.Receipt** - the number of the stock receipt document to which the purchase invoice relates. | * **S.Receipt** - the number of the stock receipt document to which the purchase invoice relates. | ||
* **Due date** - payment deadline. Calculated automatically when the payment term is set | * **Due date** - payment deadline. Calculated automatically when the payment term is set | ||
:!: If the due date differs from the due date in the document transport, then it has a red exclamation mark in front of it | :!: If the due date differs from the due date in the document transport, then it has a red exclamation mark in front of it | ||
- | * **Cred account** - debt account. Locates automatically from '' | + | * **Cred account** - debt account. Locates automatically from '' |
* **Ref.** - reference number | * **Ref.** - reference number | ||
* **Credited invoice** - if the purchase invoice is generated from another purchase invoice by using credit button, the number of the purchase invoice to be credited is displayed here | * **Credited invoice** - if the purchase invoice is generated from another purchase invoice by using credit button, the number of the purchase invoice to be credited is displayed here | ||
* **Op. date** - transaction is generated with this time after confirming the purchase invoice. The time of the invoice date is automatically set here | * **Op. date** - transaction is generated with this time after confirming the purchase invoice. The time of the invoice date is automatically set here | ||
* **Project** - project code. Used if you want to link to a specific project. When a project is entered, the document is reflected in the project reports | * **Project** - project code. Used if you want to link to a specific project. When a project is entered, the document is reflected in the project reports | ||
- | * **Inventory** - if the purchase invoice is related to inventory, you can add the inventory code here. If you want to see the inventory code in the purchase invoices | + | * **Inventory** - if the purchase invoice is related to inventory, you can add the inventory code here. If you want to see the inventory code in the [[et/ |
- | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the internal invoice | + | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/ |
* **VAT date** | * **VAT date** | ||
* **Origin Country** - is automatically placed from vendor´s card when filled | * **Origin Country** - is automatically placed from vendor´s card when filled | ||
* **Deal type** - choice of deal types | * **Deal type** - choice of deal types | ||
- | * **Expence** - if the purchase invoice is related to an expense, you can enter the expense number here. By double-clicking or with Ctrl+Enter the right expense can be selected | + | * **Expence** - if the purchase invoice is related to an [[et/ |
* **Received** - invoice date is automatically placed here | * **Received** - invoice date is automatically placed here | ||
* **Type** - choice of purchase invoice types from system settings | * **Type** - choice of purchase invoice types from system settings | ||
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==== 2.2. Row fields ==== | ==== 2.2. Row fields ==== | ||
+ | * **Type** - option of expense type | ||
+ | * **Account** - can be selected by double-clicking or using Ctrl+Enter, account number is placed | ||
+ | * **Object** - object or list of objects with commas | ||
+ | * **Project** - option of the project tab | ||
+ | * **User** - option of the user tab, the code is placed | ||
+ | * **Description** - account name, can be over-written | ||
+ | * **Total** - purchase invoice net sum | ||
+ | * **VAT code** - VAT code is placed | ||
+ | * **VAT** - calculates VAT if VAT code is filled | ||
+ | * **Item** - item code is placed, can be selected by double-clicking or using Ctrl+Enter | ||
+ | * **Qty** - quantity | ||
+ | * **StockID** - | ||
+ | * **SN** - serial number - information field | ||
+ | * **PID** - | ||
===== 3. Fine-tuning ===== | ===== 3. Fine-tuning ===== | ||
+ | |||
+ | |||
+ | Pressing the {{: | ||
{{: | {{: |
en/mustand/triinp/test.txt · Last modified: 2024/04/26 15:03 by kellylytom