Managing purchased product links

DMF

090184 ADMINISTRATEUR PARAMETRAGE FAC TEMP ACHAT LIENS PRODUITS ACHETES

Purchased product links are rules used to set values that will be specified by default in the Grouping and Reference fields in the lines of temporary invoices after an import when no keyword of purchased product has been detected.

Purchased product that were automatically specified by purchased product links can still be modified manually on temporary invoices if needed.

Purchased product links setup is available from the Purchase tab on the left of the Settings Portal, then in Temporary invoices > Purchased products links.

Setups for the various companies are available from the tabs, at the top of the purchased product links screen. By default, the ***** tab is the only one displayed.

If a setup does not exist for a company, purchased products will be specified when importing only if a keyword is detected in a purchased product record sheet.

Reference

For more information about the purchased product setup, see Creating a purchased product.

1 From the purchased product links screen, click on the + tab at the top.
2 In the window, select a Company from the drop-down list then validate. This list displays all the companies set up in Akuiteo that do not yet have a specific setup.
3 Click on Save at the bottom of the screen.

A new tab is added for the specific setup on the selected company.

Important

The deletion of the specific setup of a company deletes all the purchased product links set up for the company.

1 From the purchased product links screen, click on the tab of the relevant company.
2 Click on Delete setup at the top right of the screen, then confirm the deletion.

The specific setup is deleted.

For each invoice line, Akuiteo first checks if a purchased product keyword is detected in the line label. If so, the corresponding purchased product is specified automatically in the line. If no keyword is detected, Akuiteo then searches for a purchased product link for the invoice supplier.

If no purchased product keyword is detected and no purchased product link exists for the invoice supplier, the purchased product will not be specified automatically in the related line.

1 From the purchased products screen, click on the tab of the company on which the purchased product link will be added.
2 On the right of the Supplier > purchased products links table, click on + Link.
3 Specify the fields:
Field Description
Supplier

Select the supplier related to the purchased product link.

The help list displays all suppliers currently valid in the current company and in the ***** company.
Grouping and Reference

Select the purchased product to specify be default on lines of temporary invoices for the selected supplier.

The help lists display purchased products currently valid on the current company and the ***** company.
4 Click on Validate, then on:
  • Save to create only one purchased product link.
  • Save and create another to create the purchased product link and create another purchased product link.

The purchased product link is added.

1 From the purchased product links screen, click on on the right of the line of the purchased product link.
2 Apply the desired modifications and save.

The purchased product link is modified.

Important

Deleting a purchased product link cannot be reversed.

From the purchased product links screen, click on on the right of the line of the purchased product link and confirm the deletion.