Business NXT documentation

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Logistics
Business NXT is specially developed for companies with high demands on inventory and logistics management. The broad and advanced functionality facilitates the work of optimising logistics flows.
Order processes
Order match
In Business NXT you can use the order match function to update purchase orders with incoming invoices from AutoInvoice. This ensures that the values in logistics and accounting are updated at the same time and with correct value.
Order match on totals
Order match on totals matches incoming supplier invoices to purchase orders by comparing the total net invoice amount (IncomingInvoiceProposedOrderSumNetInCurrency) with the total net purchase order amount (InvoicedAmountTotalDomestic).

Logistics
Business NXT is specially developed for companies with high demands on inventory and logistics management. The broad and advanced functionality facilitates the work of optimising logistics flows.
- Base data
  The tables in this section include base data that applies to products.
- Products
  Product information in Business NXT is divided into a number of tables.
- Warehouse
  This section deals with the various tables, layouts and processes that affect the warehouse.
- Purchase estimates
  The purchase estimate process is described in the Order processes section.
- Order processes
  - Sales order process
  - Purchase estimate process
    Purchase estimates can be generated from the Stock balance table with different ordering methods depending on product sales pattern. The purchase estimates are generated by printing the Purchase estimate report.
  - Purchase order process
  - Order match
    In Business NXT you can use the order match function to update purchase orders with incoming invoices from AutoInvoice. This ensures that the values in logistics and accounting are updated at the same time and with correct value.
    - Order match process flow
      The order match process flow starts with receiving the electronic invoice from AutoInvoice and ends with the book keeping in Business NXT.
    - Order match and credit invoices
      When an electronic credit note is order matched, a new row for each fee and freight charge is automatically created in the Order line table.
    - Order match on totals
      Order match on totals matches incoming supplier invoices to purchase orders by comparing the total net invoice amount (IncomingInvoiceProposedOrderSumNetInCurrency) with the total net purchase order amount (InvoicedAmountTotalDomestic).
    - Order match on totals process flow
      The order match process flow starts with receiving the electronic invoice from AutoInvoice and ends with the book keeping in Business NXT.
    - Order match limitations
      The following isn't supported in the order match routine:
    - Tables and processings involved in order matching
      The following tables and processings are used for order matching.
  - Production order process
    A production order is an internal order that will produce a stock keeping product based on a structure of components, raw materials.
  - Allocated order process
    You can generate purchase orders and production orders on the basis of sales orders. You have access to the processing both from the sales order and from the sales order lines.
  - Stock adjustment process
    The stock adjustment process is used to correct the inventory internally.
  - General settings in the print dialog
  - Creating and sending documents
    When you have selected order documents and click Send, you can make settings for the documents in the Create and send documents dialog before sending.
- Orders
  Business NXT provides a variety of functionalities to ensure efficient handling of orders.
- Statistics
  The following tables and processes are related to statistics.

Order match on totals

Order match on totals matches incoming supplier invoices to purchase orders by comparing the total net invoice amount (IncomingInvoiceProposedOrderSumNetInCurrency) with the total net purchase order amount (InvoicedAmountTotalDomestic).

Order match on totals is disabled by default, and can be activated per supplier. The matching is performed at purchase order header level and supports tolerance validation, credit notes, preliminary booking, and automatic invoice receipt, partial invoicing and multiple invoices per purchase order. Existing line-level order match isn't affected.

Prerequisites

The following settings are required to be able to use the order match functionality:

Visma.net AutoInvoice service enabled in Visma.net Admin for the company
AutoInvoice company UUID added in the Company information table
AutoInvoice User API key added on the signed-in user in the AutoInvoice user API key field in the User table or in the AutoInvoice default user API key field in the Company information table
Order match can be performed only on supplier invoices in the PEPPOL BIS 3.0 format.
Order match on totals enabled in the Supplier options field for the supplier in the Associate table.
Tolerance configured in the Company or Associate table (if both are set, the setting for the associate wins):
- Deviation tolerance %, Incoming invoice deviation tolerance %
- Deviation tolerance amount, Incoming invoice deviation tolerance amount
- or Do not tolerate any deviation

In addition, you can add the following optional settings in the in the Company table (Company processing field) or Company information table (Order processing field):

Process accounting documents automatically
Order match automatic invoice receive Order processing 2
No partial invoice receival for order match (Order processing 3).