Lev.pref.

Order

Bruttoorder

The same check box will be selected in the order preference dialog box, based on the supplier. See the description of the Order table.

Lagerskyddsavtal

Order: If a supplier wishes to refund price reductions relating to stock levels, you check Price refund agreement.

• Visma Business will then log such price refunds in the Lagerskydd table.
• You can print refund requests for suppliers.
• When the supplier approves the refund request relevant tables are updated, cf. the Lagerskyddet bekräftat processing in the Lagerskydd table.

Skapar OCR-kod

This selection is suggested in the order options dialog box on the basis of the payee's supplier number, and determines whether Visma Business includes the CID code in vouchers produced on receipt of invoices. The CID code consists of supplier number and invoice number preceded by zeros and a Modulus 10 check digit. The number of digits in the supplier number and invoice number elements is determined by the OCR kund/lev.-nummer and OCR ref.nr-siffra fields under Företagsuppgifter. Other properties for the CID codes can be defined in the dialog box for the Betalningsbehandling field under Företagsuppgifter. If the CID codes are to be calculated differently for a supplier, you can add them to the vouchers before the batch is updated.

Förskott

You can suspend an order from being processed by checking the Prepayment box. In order for the order to be processed, a payment must be entered against this order in the voucher entries.

Kopiera inte från betalas lev.nr

When making payment to the supplier number of an order, the following fields are called up in the Aktör table:

• Bet.villkor lev.
• Betalningssätt lev.
• Leveransvillkor lev.
• Betalas lev.nr
• Valutanr
• Cost currency no.

Payment supplier is used in two different ways: When several suppliers are part of a chain, and everything is to be paid to the same supplier. The terms must be retrieved from the main supplier. When the supplier uses a factoring company for payments, and other companies are using the same factoring company. You have chosen to create the factoring company as a suppler to avoid registering account numbers several times. By selecting the parameter Kopiera inte från betalas lev.nr you can use the same field to define where payment is made from, and have various functions. The supplier options are not loaded when you use the parameter Kopiera inte från betalas lev.nr. This parameter cancels all fields.

Valutajustering

Redovisning

Föreslå momskod

The supplier's Momskod and Omsättn-klass -derived from the Område- will be suggested when you enter a voucher.

Spärrad för verifikationsreg.

You will not be able to post the voucher lines directly on the supplier. You will receive the message "Supplier xxxxxxx is suspended from direct posting" in the status bar.

Tvingande OCR för def.vertyp

Select this field if this supplier is to have a mandatory CID code on the voucher line when you register voucher types with a corresponding selection in the Ver.typ beh./Tvingande OCR från leverantör field on the voucher line. When you register a voucher type by selecting the Tvingande OCR från leverantör field under Ver.typ beh. on the voucher line, Visma Business will check whether you have selected the Tvingande OCR för def.vertyp field. If Tvingande OCR för def.vertyp is selected, the OCR-kod field in the voucher line is marked with a red ? if the field is not filled in. You will not be able to execute the processing Uppdatera verifikationer for the voucher if the OCR-kod is marked with a red ?.

Anm: This check is not present in the Receive invoice dialog box in the Order table, but the voucher will be given a red ? in the OCR-kod field.

Enskild näringsidkare

When selected, supplier is flagged as a self-employed supplier (with no fixed place of business). This is used as a selection criteria for the self-employed supplier report.

Copyrightinnehavare

When selected, supplier is marked as a author of intellectual property. This is used as a selection criteria for the reporting of intellectual properties to Altinn.

Betalning

Utlandsbetalning

If you are to make a payment to a foreign country, you select Utlandsbetalning.

Anm: For Swedish remittance; this setting should not be selected if the foreign supplier has a Swedish bankgirot account.

Ingen utbetalning

You can exempt a supplier from payment suggestions by selecting Ingen utbetalning.

Koncernutbetalning

When selected, payments to the supplier are marked as intracompany payments. Can be used if the bank offer lower or free charges for this kind of transactions. Used when sending payments through Visma.net AutoPay.

Utlandsbetalning som inlands

This selection applies to electronic payment methods in Denmark to Nordea, where you can transfer payments from Denmark to Norway, Sweden, Finland, Germany, Great Britain and the USA, and they will be processed as domestic payments in each country. When you select this option for a supplier, regardless of whether it is a domestic/foreign payment, the payment transaction type will be changed to 43. For domestic it is changed from 14 to 43, and for foreign from 106 to 43. Z Data can process the transactions in a simple way.

Använd Postgiro vid betalning

This field is used by some EFT systems for Swedish payment transfers. Postgiro is also used with other formats, so you must leave this field unchecked if you are using bank formats other than Swedish.

Skatteavdelning

When selected, payments uploaded to Visma.net AutoPay for this supplier will be marked as payment of tax (will have "TAXS" in the <Purpose> tag in the VOP file).

Omkostnadsfördelning

Från orderrad

Belopp

Amount will be the basis of the cost addition distribution for a purchase order for this supplier. The value will be transferred to the Orderpref. field in the Order table.

Nettovikt

Net weight will be the basis of the cost addition distribution for a purchase order for this supplier. The value will be transferred to the Orderpref. field in the Order table.

Bruttovikt

Gross weight will be the basis of the cost addition distribution for a purchase order for this supplier. The value will be transferred to the Orderpref. field in the Order table.

Volym

Volume will be the basis of the cost addition distribution for a purchase order for this supplier. The value will be transferred to the Orderpref. field in the Order table.

Antal

Quantity will be the basis of the cost addition distribution for a purchase order for this supplier. The value will be transferred to the Orderpref. field in the Order table.

Extern behandling

Fakturamatchning mot beställning

All scanned invoices for this supplier must be matched against orders in the order system. This field has no function in Visma Business, but is used for integration with Visma Workflow.

Automatiskt skapad

This setting is automatically enabled when new supplier is created from Bokföringsdokument table. If enabled and Pausa flödet på automatiskt skapade leverantörer is also enabled in Redovisningsbehandl. field in Företagsuppgifter table, batches created from Bokföringsdokument table will be set as Spärrad in Bunt table if any of the supplier have this setting.

Är mall

When selected, the associate will be displayed as a template in Visma Document Center.

Anm: This option is not copied when filling the Mall-aktörnr field in the Aktör table.

Order match

Inget automatiskt fakturamottag, om frakt förekommer

If enabled then the automatic invoice receive of an order matched invoice is not performed in case the incoming invoice contains at least one freight charge. This flag is checked by the order match processing only if it is simultaneously enabled the Automatiskt fakturamottag vid order match flag from Orderbehandling 2 field in Företagsuppgifter table.

Inget automatiskt fakuramottag avgift(er) förekommer

If enabled then the automatic invoice receive of an order matched invoice is not performed in case the incoming invoice contains a fee charge or rounding amount. This flag is checked by the order match processing only if it is simultaneously enabled the Automatiskt fakturamottag vid order match flag from Orderbehandling 2 field in Företagsuppgifter table.

Inget automatiskt fakturamottag

If the flag is enabled, it will not run automatic order match for supplier and documents need handling through manual order match routine.