Kontrollerar om kunden finns i AutoInvoice adresslista och uppdaterar leveranssätt.
Innan du börjar
- Search criterias:
- Org.nr
- Sändsätt för dok. 1 =
AutoInvoice not set
Anm: As the function of this processing is to set Sändsätt för dok. 1 =
AutoInvoice, if selecting a customer that already has this option set, the result will
be that the associate is not part of the results, if other selected companies qualify.
The same happens if Org.nr is not set. If no
selected company qualifies, the processing will stop and show the message No selected
companies match the search criterias.
Den här uppgiften
The processing is used when you want to automatically set AutoInvoice as
Sändsätt för dok. 1. This
is done by checking the AutoInvoice address list for companies that are able to receive
electronic invoices.
Arbetsordning
-
Placera markören på raden eller raderna i tabellen aktör som du vill behandla.
-
I kategorin Hem, i gruppen Behandling, klicka på knappen
Kontrollera AutoInvoice-post.
Resultat
When used while focusing on one or more customers, Visma Business will read the Org.nr on the selected
customers and check with AutoInvoice to see if they are present in the address list
there. The ones that are, will be returned and presented in a dialogue box listing them
by Namn and
Org.nr
Anm: This function replaces delivery method, it does not add. Note also that this
functionality does not work with the AutoInvoice test server.
If no selected companies have been found in the address list, the message No
matching companies were found in AutoInvoice will be displayed. If selected
companies do not qualify for checking the AutoInvoice address list (see prerequisites),
the message No selected companies match the search criterias will be
displayed.
Downloading e-invoice references for B2C (consumer) customers
While the processing is running, it also looks for customers defined as consumers, to
download e-invoice references. The requirement is that the customer either has the
Kundpref. flag
Privatperson
checked, or an
AutoInvoice operatörnr. set
that is identified as used for B2C invoicing. This function looks through all customers
in the
Aktör table,
regardless of selections in use for
Kontrollera AutoInvoice-post.
If the requirement is met, the processing checks in the consumer registry in
AutoInvoice, using e-mail and phone no in addition to customer no as identification. If
found in the registry, with a valid status (Active or Accepted), the correct e-invoice
reference is downloaded to the
EAN lokaliser.nr field, the
Sändsätt för dok. 1 for
invoice will be replaced by AutoInvoice and a confirmation of download will be displayed
after the process is finished.
Anm: The B2C download requires Kundnr, email
(either E-postadress or
AutoInvoice e-mailadress)
and phone no (Telefonnr or Mobiltelefon) to be the
same as when the B2C agreement was created, so adding or changing information in these
fields may cause the download to fail.
Anm: A B2C vendor agreement with
AutoInvoice must have been signed before invoicing B2C or running the download
processing. If no such agreement is found when running the processing, a warning will
be displayed stating this fact. The agreement is found on the AutoInvoice
website.