The goal of purchaseinvoicing is comparing the recorded costs with the invoices you receive from your creditors. By comparing these you can check whether to purchase costs are correct.
After this check these costs are collected on a purchase invoice. The invoice can then be transferred to the financial system.
The moment you collect costlines purchase invoices are made in Transpas.
How many invoices depends on the invoice method you have set for this creditor. This can be set per creditor:
Look for the field Invoice method creditor.
When you set this to for example Weekly, the system will place are purchase from the same week on one invoice. Every week an invoice will be generated.
| 1 | Search purchase invoice Find an existing purchase invoice. |
| 2 | Collect purchaseinvoices You will be asked to enter a begindate, enddate and creditor. Then all costlines of the chosen creditor are shown. Depending on the invoice method that is used for this creditor, 1 or more purchase invoices are made. |
| 3 | Create invoice of purchase order When the module Purchaseorders has been purchased, you can make a purchase order which can be collected in this screen. |
| 4 | Add purchase orders to invoice When the module Purchase orders has been purchased, you can add a purchase order to an invoice with this button. |
| 5 | Add purchase line(s) to invoice With this button you can move already created purchase line to another invoice. |
| 6 | Add trip costline(s) to invoice Add trip costlines to the selected invoice. |
| 7 | Process purchase invoice(s) Book the selected purchase invoice to the financial system. |
| 8 | Force final print Change the status of a purchase invoice to Printed. This way you can book a purchase invoice without printing or mailing it. |
| 9 | Transfer for financial system |
| 10 | Update invoice status Update de status manually. |
| 11 | Unlock purchase invoice With this button you can change an invoice with the status Printed to Mutation. Afterwards you can edit the invoice. |
| 12 | Go to creditor Jump to the relation (creditor) of the selected purchase invoice. |
| 13 | Jump to trip Jump to the trip that contains the selected cost line. |
| 14 | Importer purchase invoice(s) Import a purchase invoice from an external file (this has to be custom made). |