Visma.net ERP
Process pro forma invoices (PM506000)
Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.
In this window, you can select the type of processing, specify criteria for selecting the pro forma invoices to be considered for processing, and process all of the filtered pro form invoices or only selected ones.
| Element | Beskrivning |
|---|---|
| Behandla | Initiates the selected processing (based on the Action you select) for the pro forma invoices you have selected (by using the unlabelled check boxes) in the table. |
| Behandla alla | Initiates the selected processing (based on the Action you select) for all pro forma invoices listed in the table. |
Den övre delen
In this area, you can define the criteria for the pro forma invoices to be displayed in the table, as well as the action to be applied if you click Process or Process all.
| Element | Beskrivning |
|---|---|
| Åtgärder |
The action to be taken when clicking Process or Process all in the window toolbar. At this time, the Release option is available, which you select to release the pro forma invoices to produce sales invoices. |
| Startdatum |
The start date of the date range for the pro forma invoice dates. You can leave the box blank to view all pro forma invoices up to and including the End date. |
| Slutdatum |
The end date of the date range for the pro forma invoice dates. You can leave the box blank to view all pro forma invoices starting on the Start date. |
Tabellen
This table contains the list of pro forma invoices that match any criteria specified in the top part.
You can select pro forma invoices for processing by using the check boxes in the unlabelled column.
| Element | Beskrivning |
|---|---|
| Projekt | The project for which the pro forma invoice has been created. |
| Verifikationsnr | The reference number of the pro forma invoice. |
| Status |
The status of the pro forma invoice. Only invoices of the Open status, which indicates that the user can release these invoices, are listed in this window. |
| Fakturadatum | The date of the pro forma invoice. |
| Period | The period to which the corresponding customer ledger document will be posted. |
| Kundnr | The identifier of the customer associated with the pro forma invoice. |
| Kundnamn | Namnet på kunden. |
| Pro forma gross amount in customer currency | The gross amount of the invoice in the customer's currency. |
| Pro forma customer currency | The amount of the invoice in the customer's currency. |
| Förfallodatum | The date when payment for the document is due, in accordance with the credit terms. |
| Kassarabattsdatum | The end date of the cash discount period, which the system calculates by using the credit terms. |
