Invoice reports can be set up via an invoice report provision.
Usually this will be for a specific customer, but it can also be for a specific invoice code.
The screen can be opened via
- Master files -> Financial -> Invoice report ruleset
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A provision can be created for type Sales and type Purchase.
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On the left you can indicate from which date this provision should apply.
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The rules can be filled in to the right of the green arrows.
Transpas goes from top to bottom through the rules and uses the first one that is correct.
The lines can be moved up/down using the green arrows
Conditions
There are two conditions:
- Relation
- Invoice code
Result fields
If the line is correct, the result fields will be used.
- Report is the most important: this is the sales invoice report or purchase invoice report that will be used
- Fuel surcharge per invoice: whether this should be set to yes or no
- Maut surcharge per invoice: whether this should be set to yes or no
- Selfbilling note: whether this should be a selfbilling note