en:yld_hankija
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en:yld_hankija [2022/08/04 10:25] 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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| 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. | 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 "Interest" and "Instalment" to the field Content and fill in the Fields, which are filled in if the rules match on all leasing contract purchase invoices. | + | - 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 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. | + | - 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}} | {{:et:triinp20220803-154320.png}} | ||
