en:mustand:triinp:test
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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en:mustand:triinp:test [2022/04/28 12:15] triinp [4.5. Use] |
en:mustand:triinp:test [2024/04/26 15:03] (current) kellylytom [1.2. Confirmed purchase invoice buttons] |
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| ====== Purchase invoice ====== | ====== Purchase invoice ====== | ||
| - | + | {{:et:kellylytom20240426-145219.png}} | |
| - | {{:et:triinp20220428-095031.png}} | + | |
| ===== 1. Purchase invoice buttons ===== | ===== 1. Purchase invoice buttons ===== | ||
| ==== 1.1. Unconfirmed purchase invoice header buttons ==== | ==== 1.1. Unconfirmed purchase invoice header buttons ==== | ||
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| * **Forum** - you can read and write about Directo, also can start own forums within company | * **Forum** - you can read and write about Directo, also can start own forums within company | ||
| * **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 supplier and the purchase invoice. |
| * **Data from e-invoice** - opens [[et/dokumentide_transport#dokumentide_transport|Dokumentide transpordi]] register from where you can select an e-invoice that partially fills in the purchase invoice fields | * **Data from e-invoice** - opens [[et/dokumentide_transport#dokumentide_transport|Dokumentide transpordi]] register from where you can select an e-invoice that partially fills in the purchase invoice fields | ||
| ==== 1.2. Confirmed purchase invoice buttons ==== | ==== 1.2. Confirmed purchase invoice buttons ==== | ||
| - | {{:et:triinp20220419-100912.png}} | + | {{:et:kellylytom20240426-145300.png}} |
| + | * **Unconfirm -** opens the purchase invoice from the confirmation | ||
| * **Credit -** generates credit invoice filled in on the purchase invoice basis | * **Credit -** generates credit invoice filled in on the purchase invoice basis | ||
| * **Transaction -** opens a transaction related to the purchase invoice | * **Transaction -** opens a transaction related to the purchase invoice | ||
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| * **Number** - document number. When making new document range code is shown there. By double-clicking or with Ctrl+Enter the right range can be selected | * **Number** - document number. When making new document range code is shown there. By double-clicking or with Ctrl+Enter the right range can be selected | ||
| - | * **Vendor** - vendor code. Can be selected from vendors registry by double-clicking or using Ctrl+Enter | + | * **Supplier** - supplier code. Can be selected from supplier`s registry by double-clicking or using Ctrl+Enter |
| - | * **VAT Reg No** - vendors VAT registration number | + | * **VAT Reg No** - supplier`s VAT registration number |
| - | * **Vendors invoice** - Vendors invoice number | + | * **Suppliers invoice** - suppliers invoice number |
| - | * **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** - supplier code to whom the purchase invoice is paid. Should be filled if it differs from the supplier code of the purchase invoice |
| - | * **VAT Reg No** - bill to vendor VAT registration number | + | * **VAT Reg No** - bill to supplier VAT registration number |
| * **Survey** - at the moment for the customers working with optics. Can be selected by double-clicking or using Ctrl+Enter. | * **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, by right-clicking opens the calendar view | * **Invoice date** - the date of the document, by right-clicking opens the calendar view | ||
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| * **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 ''System settings > Supplier unpaid invoices'' or from vendor card, if debt account is filled on vendor card. Can be overwritten | + | * **Cred account** - debt account. Locates automatically from ''System settings > Supplier unpaid invoices'' or from supplier card, if debt account is filled on supplier card. Can be overwritten |
| * **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 | ||
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| * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/sisearve|Sisearve]] | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/sisearve|Sisearve]] | ||
| * **VAT date** - date, by right-clicking opens the calendar view | * **VAT date** - date, by right-clicking opens the calendar view | ||
| - | * **Origin Country** - is automatically placed from vendor´s card when filled | + | * **Origin Country** - is automatically placed from supplier´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 [[et/fin_kulutus|Kulutusega]], 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/fin_kulutus|Kulutusega]], you can enter the expense number here. By double-clicking or with Ctrl+Enter the right expense can be selected | ||
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| ==== 6.1. Confirming prepayment on purchase invoice gives error message ==== | ==== 6.1. Confirming prepayment on purchase invoice gives error message ==== | ||
| - | If you want to do a prepayment on purchase invoice to the vendor, prepayment is selected as payment term and E2 item on row, but error message appears on confirmation: | + | If you want to do a prepayment on purchase invoice to the supplier, prepayment is selected as payment term and E2 item on row, but error message appears on confirmation: |
| {{:et:jane20220302-122932.png}} | {{:et:jane20220302-122932.png}} | ||
| * To avoid error message set quantity 1 on purchase invoice prepayment item card by default. | * To avoid error message set quantity 1 on purchase invoice prepayment item card by default. | ||
