en:yld_hankija
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en:yld_hankija [2022/08/03 13:40] – [1.3.3. Examples] triinp | en:yld_hankija [2024/05/20 15:15] – [1. Supplier register] kellylytom | ||
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- | ===== 1. Supplier | + | ===== 1. Suppliers |
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Clicking on the word **Suppliers** opens the register of suppliers: | Clicking on the word **Suppliers** opens the register of suppliers: | ||
- | Directo' | + | Directo' |
To open an existing suppliers card, click on the suppliers code in the register and to create a new one, press the button {{: | To open an existing suppliers card, click on the suppliers code in the register and to create a new one, press the button {{: | ||
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==== 1.3. Automation ==== | ==== 1.3. Automation ==== | ||
+ | |||
+ | {{: | ||
After creating a purchase invoice from received e-invoice, the purchase invoice line supplement functionality i.e. **Supplier`s automation** is applied automatically. | After creating a purchase invoice from received e-invoice, the purchase invoice line supplement functionality i.e. **Supplier`s automation** is applied automatically. | ||
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Supplier automation is set up supplier-specific, | Supplier automation is set up supplier-specific, | ||
- | {{:et:triinp20220704-092239.png}} | + | {{:et:vilja20231027-093354.png}} |
* **Content** - text field that is searched from purchase invoice Content line (from the imported e-invoice line). | * **Content** - text field that is searched from purchase invoice Content line (from the imported e-invoice line). | ||
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== 1.3.3.1. Always to a specific account and automatic confirmation == | == 1.3.3.1. Always to a specific account and automatic confirmation == | ||
- | The supplier' | + | 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 field " | ||
+ | |||
+ | :!: In this example one row 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 field 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 " | ||
+ | - Write a leasing contract number to the field Content in a separate row and fill in the row fields, which are filled in differently depending on the match of the rules. | ||
- | {{: | + | {{: |
==== 1.4. Transport ==== | ==== 1.4. Transport ==== | ||
en/yld_hankija.txt · Last modified: 2024/05/29 12:07 by vilja