en:or_arve
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:or_arve [2022/04/28 13:54] – created jane | en:or_arve [2022/09/08 14:35] – [Purchase invoice] triinp | ||
---|---|---|---|
Line 2: | Line 2: | ||
- | {{:et:triinp20220428-095031.png}} | + | {{:et:triinp20220908-143551.png}} |
===== 1. Purchase invoice buttons ===== | ===== 1. Purchase invoice buttons ===== | ||
==== 1.1. Unconfirmed purchase invoice header buttons ==== | ==== 1.1. Unconfirmed purchase invoice header buttons ==== | ||
Line 19: | Line 19: | ||
* **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 | + | * **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 |
* **Data from e-invoice** - opens [[et/ | * **Data from e-invoice** - opens [[et/ | ||
Line 28: | Line 28: | ||
* **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 | ||
- | * **Payment -** generates [[et/ | + | * **Payment -** generates [[en/ |
* **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 | ||
| | ||
Line 37: | Line 37: | ||
* **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 | + | * **Supplier** - supplier |
- | * **VAT Reg No** - vendors | + | * **VAT Reg No** - supplier`s |
- | * **Vendors | + | * **Suppliers |
- | * **Bill to** - vendor code to whom the purchase invoice is paid. Should be filled if it differs | + | * **Payee** - supplier |
- | * **VAT Reg No** - bill to vendor | + | * **VAT Reg No** - bill to supplier |
* **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 | ||
Line 48: | Line 48: | ||
* **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** - [[et/ | * **Payment terms** - [[et/ | ||
- | * **Object** - [[et/ | + | * **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 | ||
Line 61: | Line 61: | ||
* **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/ | * **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** - 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 | + | * **Origin Country** - is automatically placed from supplier´s |
* **Deal type** - choice of deal types | * **Deal type** - choice of deal types | ||
* **Expence** - if the purchase invoice is related to an [[et/ | * **Expence** - if the purchase invoice is related to an [[et/ | ||
Line 145: | Line 145: | ||
- | ==== 4.3. Periodization abort ==== | + | |
+ | ==== 4.3. Automatic purchase invoice periodization - different objects / projects in the accounts ==== | ||
+ | |||
+ | If it is necessary that periodization account has different objects/ | ||
+ | |||
+ | Example | ||
+ | {{: | ||
+ | |||
+ | Finance transaction | ||
+ | {{: | ||
+ | |||
+ | ==== 4.4. Periodization abort ==== | ||
Line 153: | Line 164: | ||
- | ==== 4.4. Settings | + | === 4.4.1. Settings === |
System setting **Automatic Purchase Invoice Periodization Abort Account** allows to enter an account to which the aborted amount will be transferred. | System setting **Automatic Purchase Invoice Periodization Abort Account** allows to enter an account to which the aborted amount will be transferred. | ||
Line 160: | Line 171: | ||
- | ==== 4.5. Use ==== | + | === 4.4.2. Use === |
Periodization abort can be applied to a purchase invoice that uses automatic periodization and the document must be confirmed. Required fields to abort the periodization are below the third dot at the top of the lines: | Periodization abort can be applied to a purchase invoice that uses automatic periodization and the document must be confirmed. Required fields to abort the periodization are below the third dot at the top of the lines: | ||
Line 203: | Line 214: | ||
* **several fields at once** - as many fields as needed can be selected and in any order. | * **several fields at once** - as many fields as needed can be selected and in any order. | ||
+ | |||
+ | ==== 5.2. Prepayment use ==== | ||
+ | |||
+ | |||
+ | If you enter the sum directly in the Prepayment field, the prepayments will be linked to the purchase invoice in the order of the date after confirmation. | ||
+ | |||
+ | If there are multiple prepayments and you want to link one specific prepayment sum, then: | ||
+ | |||
+ | * press __Prepayment__ | ||
+ | * prepayment list, that can be used, opens | ||
+ | * it is possible to enter manually or by double-clicking in the prepayment list field __Selected__ the sum that is wanted to link to the purchase invoice. | ||
+ | * if there are multiple prepayments, | ||
+ | |||
+ | {{: | ||
===== 6. Questions ===== | ===== 6. Questions ===== | ||
==== 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: |
{{: | {{: | ||
* 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. |
en/or_arve.txt · Last modified: 2023/03/17 08:16 by triinp