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Under “Purchase order” a new PO can be submitted. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”, using the "+" button. File attachments can be added, using the "File attachments" box if necessary, using the according field. The PO can then be saved as a draft or , submitted directly as a purchase order, or processed as an ivoice, using the according buttons in the right upper corner.
Note: When processing an invoice, a supplier invoice number is required.
Sales order
Under “Sales order” a new sales order can be submitted. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”, using the "+" button. File attachments can be added, using the "File attachments" box if necessary, using the according field. Under "Sales order messages", messages can be left for the sales order authorizing party. The sales order can then be saved as a draft or , submitted directly as a sales order quot or a sales order, or processed as an invoice, using the according buttons in the right upper corner.
Credit note
Under “Credit note” a new credit note can be submitted. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”. File attachments can be added, using the "File attachments" box if necessary, using the according field. The credit note can then be saved as a draft or submitted directly, using the according buttons in the right upper corner.
Expense claim & Cash advance
Under “Expense claim” and "Cash advance" new expense claims and cash advances can be submitted. In doing so all general information fields are to be filled in, and a purpose for the expense claim is to be specified. The required line items are to be added under “Detail lines”. File attachments can be added, using the "File attachments" box if necessary, using the according field. The documents can then be saved as a draft or submitted directly, using the according buttons in the right upper corner.
Return to supplier
Under “Return to supplier” a new request for return to supplier can be submitted. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”. File attachments can be added, using the "File attachments" box if necessary, using the according field. The . Under "Sales order messages", messages can be left for the sales order authorizing party. The return to supplier can then be saved as a draft or submitted directly, using the according buttons in the right upper corner.
Direct debit batch & Payment batch
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