en:yld_hankija
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en:yld_hankija [2022/07/07 15:41] – triinp | en:yld_hankija [2022/08/03 15:43] – [1.3.3. Examples] triinp | ||
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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. | ||
+ | |||
+ | - Write in the different rows " | ||
+ | - Write in a separate row a leasing contract number to the field Content and fill in the row fields, which are filled in differently depending on the match of the rules. | ||
+ | |||
+ | {{: | ||
==== 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