...
Contents
Table of Contents | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Topic in the order
Process voucher tab: Enter Incoming voucher and Credit note procedure for customers
Special features on the Calculation tab: Order-based Invoicing/Purchase Order Numbers
...
Field | Function | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
Current collective invoice number | Particularities in a collective invoice file – assignment of the voucher number: see /wiki/spaces/ONLINEDOKENTMSAIR/pages/30719347. The voucher number of the collective invoice header must be recorded in the address so that collective invoice files can directly be assigned to collective invoice headers. | |||||||||
Outgoing credit note instead of incoming invoice (Service provider) | It is not possible to enter an incoming invoice for this service provider in the program payables. → Please create a receivable/outgoing credit note on the Invoicing tab in the order.
| |||||||||
Incoming credit note instead of outgoing invoice (Customer) | It is not possible to create an outgoing invoice for the customer in the order on the invoicing tab. → In this case, please enter an incoming credit note for this customer in the menu Environment → Invoicing → Payables.
| |||||||||
Calculation tab - voucher type VK. | With the selection options R for Invoice or R5 for Accrual revenue, it is now possible to control which voucher type is used in the calculation tab for the specific address in the sales lines. |
...
In the calculation tab, the following check is now made with regard to the voucher type when transferring rate lines from the ECM: If the field is empty, the default value from the ECM preallocation is used. If a sales line is created manually, the voucher type is not checked, since this is selected manually before the address is entered. |
Section Invoice distribution
Distribute via | Codes 0,1, 2 can be used. They are read in TMS. |
---|
...
E-Mail address | An email address of the invoice recipient can be entered here. If the code 1 or 2 is stored as invoice dispatch, the email window opens when the outgoing invoice is saved and the invoice is attached as a PDF. The |
---|
...
email address entered here will be preset as the email recipient. | |
Password (pdf via email) | In order to encrypt an outgoing invoice for |
---|
...
emailing, you create an individual password with a maximum of 20 characters here. The entry is made via the button |
...
. Precondition to edit a password is the authorization object STAADRPDFPASSWORT. Only in this field the password can be seen in plain text. Otherwise the password is displayed encrypted. |
...
Calculation basis for order-based invoicing | Deposit allocation key per address The calculation on the Calculation tab is made per shipment. Here, you can use the dropdown menu to deposit a calculation basis for order-based invoicing per module (SEA, AIR, ROAD, RAIL, KEP). The following default CargoSoft basics are available for selection: Gross weight (KG), Cubage (CBM), Chargeable weight (CW), Freight ton (FRT), Loading meter (LDM), Pieces (PCS), Shipment (SHP). Topic in the order: Calculation tab → Particularities on the Calculation tab → Purchase Order Numbers. |
---|