en:yld_hankija
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en:yld_hankija [2022/08/04 10:48] triinp [1.3.3. Examples] |
en:yld_hankija [2024/05/21 14:31] kellylytom [1.3. Automation] |
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| - | ===== 1. Supplier register ===== | + | ===== 1. Suppliers register ===== |
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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's supplier register stores suppliers (vendors) contact information and other supplier-related attributes necessary for smooth operation. New suppliers are also added through the supplier register. | + | Directo's supplier register stores suppliers contact information and other supplier-related attributes necessary for smooth operation. New suppliers are also added through the supplier register. |
| To open an existing suppliers card, click on the suppliers code in the register and to create a new one, press the button {{:et:triinp20220630-122432.png}} \\ | To open an existing suppliers card, click on the suppliers code in the register and to create a new one, press the button {{:et:triinp20220630-122432.png}} \\ | ||
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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. | + | {{:et:triinp20220704-092239.png}} |
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| + | After creating a purchase invoice from received **e-invoice**, the purchase invoice line supplement functionality i.e. **Supplier`s automation** is applied automatically. | ||
| The purpose of the supplier`s automation is to enrich the purchase invoice lines information formed from the e-invoice in such a way that the user has as little work as possible in supplementing the invoice information and making the accounting document valid. This functionality also allows significant time savings, especially for multi-line purchase invoices (for example mobile phone invoices, etc.). **Supplier automation** allows to set up rules that look for a certain text segment in the e-invoice line and, upon detection, apply the desired account, objects, project and user to the line. In addition, there is a possibility that, together with a specific text section, some connection with the personnel register must also be valid, in order to identify the person/employee related to the invoice line and, based on this, to ensure that the above-mentioned fields are filled in. | The purpose of the supplier`s automation is to enrich the purchase invoice lines information formed from the e-invoice in such a way that the user has as little work as possible in supplementing the invoice information and making the accounting document valid. This functionality also allows significant time savings, especially for multi-line purchase invoices (for example mobile phone invoices, etc.). **Supplier automation** allows to set up rules that look for a certain text segment in the e-invoice line and, upon detection, apply the desired account, objects, project and user to the line. In addition, there is a possibility that, together with a specific text section, some connection with the personnel register must also be valid, in order to identify the person/employee related to the invoice line and, based on this, to ensure that the above-mentioned fields are filled in. | ||
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| Supplier automation is set up supplier-specific, i.e. separately for each supplier whose e-invoices it is desired (or makes sense) to apply. To describe the rules, it is helpful to open the e-invoice XML sent by a specific supplier to see what information the e-invoice contains. The e-invoice XML can be viewed by opening the **Document transport** window and pressing the **XML** button from there. The setting is done in the Automation tab of the corresponding supplier's card: | Supplier automation is set up supplier-specific, i.e. separately for each supplier whose e-invoices it is desired (or makes sense) to apply. To describe the rules, it is helpful to open the e-invoice XML sent by a specific supplier to see what information the e-invoice contains. The e-invoice XML can be viewed by opening the **Document transport** window and pressing the **XML** button from there. The setting is done in the Automation tab of the corresponding supplier's card: | ||
| - | {{: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). | ||
