AutoInvoice behandling

Gemensam

Skicka för utskrift om fältet "AutoInvoice e-mail adress" är tomt

When selected, the invoice will be sent to printout from AutoInvoice when the AutoInvoice e-mailadress field on the customer is blank and electronic delivery is not available.

Visa inte ett meddelande när överföringen lyckas

When selected, no message box will appear on screen when sending documents to AutoInvoice succeeds. Failed delivery will still be displayed.

Behandla inkommande dokument automatiskt

When selected, Hämta inkommande dokument will trigger processing of documents and creation of new customers.

Ej momsregistrerad

When selected, VAT-nr is not required for sending to AutoInvoice. All relevant e-documents (invoices and orders) will be sent to AutoInvoice with the sender company identified as "Not VAT registered". All tax codes in the document will be identified as "Not subject to VAT" .

Anm: If a document with VAT is sent while this setting is on, the document will be considered invalid and will fail when run through validation.

Exkludera PDF-faktura vid sändning

When sending to AutoInvoice, a PDF copy of the document is by default included in the delivery. When selected, the XML is sent without the PDF image included. Assigned order attachments are always included in the XML, whether the option is selected or not. The option is relevant for order, invoice and interest note.

Anm: This option gives a significant performance improvement.

Visa ej resultat för behandlingsmenyvalet "Kontrollera AutoInvoice-post"

When selected, the Kontrollera AutoInvoice-post processing will not display the result dialog with found invoice receivers, but accept all results automatically. This makes the processing possible to run automatically with the Visma Business Scheduler service.

Produktkatalog

Skapa nya leverantörer automatiskt från inkommande dokument

When selected, Visma Business will automatically run the Skapa kund eller leverantör från XML processing with default options if it is unable to find a supplier during the running of the Behandla dokument processing for product catalog.

Behåll inkommande produktdatarad vid processering

When selected, the processed row is kept in the table. Default handling is that the row is deleted when the Status field is updated to 6 - Behandlad.

Skapa produkt om den ej existerar vid uppdatering av produktdata

When selected, running the product lookup with Aktivitet = 2 - Uppdatera and the product does not exist in the database, the value of the Aktivitet field is changed to 1 - Lägg till, the value in the Produktnr field is copied to the Nytt produktnr field and the Status field is set to 2 - Klar för uppdatering. When running the Behandla produktdata processing, a new product will be created.

Uppdatera produkt om den existerar vid försök att lägga till den på nytt

When selected, if running the product lookup with Aktivitet = 1 - Lägg till and the product is identified as existing in the database, the value of the Aktivitet field is changed to 2 - Uppdatera, the value in Nytt produktnr field is copied to the Produktnr field and the Status field is set to 2 - Klar för uppdatering. When running the Behandla produktdata processing, the product identified in the Produktnr field will be created.

Lägg till ny prisrad vid uppdatering

When selected, a new row is added in the Pris- och rabattmatris table instead of replacing the existing row when processing product data with Aktivitet = 2 - Uppdatera.

Radera produkt om möjligt

When selected, any product with Aktivitet = 3 - Radera that is possible to delete will be deleted. Products that cannot be deleted will be set as Spärrad, which is the default handling.

Behandla produkten automatiskt när den är färdig för uppdatering

When selected, running the Uppslag och förslag på produktnr processing will trigger the running of Behandla produktdata processing, if the value of the Status field has changed to 2 - Klar för uppdatering.

Uppdatera endast leverantörsrelaterade produktdata

When selected, only the Leveransalternativ and Pris- och rabattmatris tables are updated.

Anm: Only in use when updating existing products.

Order

Skapa nya kunder med automatik från inkommande order

When selected, Visma Business will automatically run the Skapa kund eller leverantör från XML processing with default options if it is unable to find a customer (or invoice customer) during the running of the Behandla dokument processing for order.

Kopiera kontakts e-mailadress till AutoInvoice e-mailadress för "Faktureras kund"

When selected, the e-mail address for the customer contact in the incoming order is copied to the invoice customer's AutoInvoice e-mailadress when a new customer is created using Skapa kund eller leverantör från XML.

"Skickat" besked

Skapa orderdokument för "skickat"-dokument

When selected, Visma Business will override the setting for packing slip in Dokumentkopior and create data in the Orderdokument tables for the document type, so that despatch advice can be sent.

Anm: If Packing slip is already selected in Dokumentkopior, order documents will be created as before.

Spara inte serienumret i tabellen serienummer

When selected, if updating the Reservationer table is not possible, the alternative of updating the Serienummer table will not be used.

Slutför reservation när serienummer läggs till

When selected, reservations will be finished when serial numbers are updated from incoming despatch advice, if the order line processing method Räkna nummer från serienummer is set on the order line.

Faktura

Överstyr faktura sändsätt med AutoInvoice

When selected, all new sales orders will have only AutoInvoice as document delivery method for invoice. The parameter does not influence document delivery method on existing orders.

Skicka inte OCR till AutoInvoice

When selected, no CID will be sent to AutoInvoice.

Dölj produktnr. från fakturalinjer

When selected, Produktnr and EAN produktnr are not included in the invoice XML content sent to AutoInvoice.

Använd Visma XML

When selected, Visma Business sends invoices using Visma XML instead of the default format, and with pre-existing functionality.