Selecting lines to receive/bill

If lines of orders, receptions or billing schedules that are related to the temporary invoice already exist in Akuiteo, you can select those lines before validating the temporary invoice. They will then be billed/received automatically when validating the temporary invoice.

DMF

040912 PURCHASES TEMPORARY INVOICES BILL ORDERS

040917 PURCHASES TEMPORARY INVOICES OVERWRITE WITH ORDER LINES

This view allows you to specify quantities or amounts of order lines to receive and bill. The order lines displayed are those that meet all the following conditions:

  • The company of the order must be the same as that of the temporary invoice;
  • The supplier of the order must be the same as that of the temporary invoice;
  • The order line must not be received;
  • The order must be validated;
  • If the order follows an approval process, the order must be approved;
  • If the order is subject to notification, the order line must be notified.

Tip

Use the search bar to quickly find the desired lines.

For each order line that you cant to receive and bill:

1 From the Orders to receive view, double-click on the Received quantity or Received amount cell from the desired line.
2 Specify the Received quantity or Received amount then click on or press Enter.

Note

You can specify a Received amount only if the line's Quantity is 1.

3 Click on:
  • Save to take your selection into account.
  • Save and overwrite to replace the temporary invoice's lines by the selected lines.

When validating the temporary invoice:

  • The quantities and amounts specified are received.
  • The generated receptions are marked as billed and are linked to the generated final invoice.
  • The order will be supplied.

Note

If the reception of the amount is partial, a new supplied order containing the billed lines is generated and the initial order keeps only the remainder of the lines.

DMF

040913 PURCHASES TEMPORARY INVOICES BILL RECEPTIONS

040919 TEMPORARY INVOICES OVERWRITE WITH RECEPTION LINES

This view allows you to select receptions to bill. The receptions displayed are those that meet all the following conditions:

  • The company of the reception must be the same as that of the temporary invoice;
  • The supplier of the reception must be the same as that of the temporary invoice;
  • The reception must not be billed;
  • The reception must be validated.

Tips

Click on in the Actions column to open the details of a line.

Use the search bar to quickly find the desired lines.

For each order line that you want to bill:

1 From the Receptions to bill view, check the boxes on the left of the lines to select.
2 Click on:
  • Save to take your selection into account.
  • Save and overwrite to replace the temporary invoice's lines by the selected lines.

When validating the temporary invoice:

  • The selected receptions are marked as billed.
  • Those receptions are linked to the generated final invoice.
DMF

040914 PURCHASES TEMPORARY INVOICES BILL BILLING TABLES

040918 PURCHASES TEMPORARY INVOICES OVERWRITE WITH BILLING SCHEDULE LINES

This view allows you to select the billing schedule lines to bill. Billing schedule lines displayed are those that meet the following conditions:

  • The company of the billing schedule must be the same as that of the temporary invoice;
  • The supplier of the billing schedule must be the same as that of the temporary invoice;
  • The billing schedule line must not be billed;
  • The billing schedule must be validated.

Tip

Use the search bar to quickly find the desired lines.

For each line of billing schedule you want to bill:

1 From the Billing schedules to bill view, check the boxes on the left of the lines to select.
2 Click on:
  • Save to take your selection into account.
  • Save and overwrite to replace the temporary invoice's lines by the selected lines.

When validating the temporary invoice:

  • The selected billing schedule lines will be marked as billed.
  • Those lines will be linked to the generated final invoice.