en:yld_hankija
Differences
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en:yld_hankija [2022/07/07 15:38] – created triinp | en:yld_hankija [2022/08/03 15:24] – [1.3.3. Examples] triinp | ||
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**Other fields:** | **Other fields:** | ||
* **Class** - supplier`s group. The class must be selected from the classes register that opens with a double click on this field or Ctrl-Entre. | * **Class** - supplier`s group. The class must be selected from the classes register that opens with a double click on this field or Ctrl-Entre. | ||
- | * **Object** - supplier-related object or financial dimension(s). It is used when you want certain [[settings# | + | * **Object** - supplier-related object or financial dimension(s). It is used when you want certain [[et:objekt|objects]] to be placed in the header of the same document when the supplier is placed on the document. |
* **Closed** - allows to close the supplier to prevent further use. This option is used, for example, if the supplier has ceased operations. In this case, it is not correct to delete the supplier' | * **Closed** - allows to close the supplier to prevent further use. This option is used, for example, if the supplier has ceased operations. In this case, it is not correct to delete the supplier' | ||
* **Street, postal code, city and country** - supplier' | * **Street, postal code, city and country** - supplier' | ||
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* **Phone** - supplier' | * **Phone** - supplier' | ||
* **e-mail** - supplier' | * **e-mail** - supplier' | ||
- | * **Directo-to-Directo** - indicates whether the supplier also uses Directo. If so, it is possible to automatically exchange documents between Directos via the [[et/ | + | * **Directo-to-Directo** - indicates whether the supplier also uses Directo. If so, it is possible to automatically exchange documents between Directos via the Directo to Directo transport |
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* **SWIFT** - bank swift. Placed when placing the bank | * **SWIFT** - bank swift. Placed when placing the bank | ||
* **Address in bank** - bank address | * **Address in bank** - bank address | ||
- | * **Name in bank**- supplier`s name in the bank. Text field\\ | + | * **Name in bank**- supplier`s name in the bank. Text //input//\\ |
:?: The previous fields serve the same purpose and behave in the same way as the corresponding fields on the supplier card front page. | :?: The previous fields serve the same purpose and behave in the same way as the corresponding fields on the supplier card front page. | ||
* **Payment term class** - for class-based payment term filtering | * **Payment term class** - for class-based payment term filtering | ||
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+ | === 1.3.3. Examples === | ||
+ | == 1.3.3.1. Always to a specific account and automatic confirmation == | ||
+ | The supplier' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ==1.3.3.2. The purchase invoice is confirmed only with a certain sum, otherwise it is not confirmed == | ||
+ | |||
+ | Example: A purchase invoice to be received on the basis of a permanent IT service contract, contract sum 150 euros per month. | ||
+ | The purchase invoice is confirmed only if the purchase invoice line is exactly 150 euros. If the sum differs, the purchase invoice is created but not confirmed. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | == 1.3.3.3. Under certain conditions an automatically confirmed purchase invoice == | ||
+ | |||
+ | Directo permanent services invoice needs to be confirmed automatically, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | == 1.3.3.4. The the purchase invoice has multiple lines, wish to receive a single-line purchase invoice == | ||
+ | |||
+ | Only one purchase invoice line instead of all the Directo permanent services purchase invoice lines. // Mark checkmark to the cell " | ||
+ | |||
+ | :!: In this example one line has a different object. It should be taken into account that when " | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ==1.3.3.5. Purchase invoice line grouping under certain conditions == | ||
+ | |||
+ | For example, a purchase invoice from car service company, where are always 10-15 lines and all the actions are clearly described. Will need a one-line invoice with the explanation "car repair" | ||
+ | //To the content cell should be written "car repair" | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | == 1.3.3.6. How can I add leasing invoices to automation? == | ||
+ | |||
+ | The leasing company sends e-invoices where each customer has the same reference number and line explanation on the invoices. Vehicles could be identified with automation if using the contract number field. | ||
==== 1.4. Transport ==== | ==== 1.4. Transport ==== | ||
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**Automatically generated document after e-invoice arriving** - options Purchase invoice/ | **Automatically generated document after e-invoice arriving** - options Purchase invoice/ | ||
+ | [[et: |
en/yld_hankija.txt · Last modified: 2024/05/29 12:07 by vilja