en:yld_hankija
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en:yld_hankija [2022/08/03 15:15] triinp [1.3.3. Examples] |
en:yld_hankija [2023/10/27 09:33] (current) vilja [1.3.1. Settings] |
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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 ==== | ||
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| + | {{:et:triinp20220704-092239.png}} | ||
| 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, 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). | ||
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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's purchase invoices always go to the agreed account and are automatically confirmed. %-sign in the content line means "everything else". | + | The supplier's purchase invoices always go to the agreed account and are automatically confirmed. %-sign in the content field means "everything else". |
| {{:et:triinp20220803-134049.png}} | {{:et:triinp20220803-134049.png}} | ||
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| == 1.3.3.4. The the purchase invoice has multiple lines, wish to receive a single-line purchase invoice == | == 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 "Group". Additional services invoice as additional lines. // | + | Only one purchase invoice line instead of all the Directo permanent services purchase invoice lines. // Mark checkmark to the field "Group". Additional services invoice as additional lines. // |
| - | :!: In this example one line has a different object. It should be taken into account that when "Group" is marked, the object of the first line is written on the document, i.e. a two-line purchase invoice is not made. | + | :!: In this example one row has a different object. It should be taken into account that when "Group" is marked, the object of the first row is written on the document, i.e. a two-line purchase invoice is not made. |
| {{:et:triinp20220803-144957.png}} | {{:et:triinp20220803-144957.png}} | ||
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| 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". | 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" and checkmark to the cell "group".// | + | //To the content field should be written "car repair" and checkmark to the field "group".// |
| {{:et:triinp20220803-151203.png}} | {{:et:triinp20220803-151203.png}} | ||
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| == 1.3.3.6. How can I add leasing invoices to automation? == | == 1.3.3.6. How can I add leasing invoices to automation? == | ||
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| + | 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 "Interest" and "Instalment" to the field Content in the different rows and fill in the Fields, which are filled in if the rules match on all leasing contract purchase invoices. | ||
| + | - 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. | ||
| + | |||
| + | {{:et:triinp20220803-154320.png}} | ||
| ==== 1.4. Transport ==== | ==== 1.4. Transport ==== | ||
