Nastavenie mass invoicing of instalments with services
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When posting by batch task, the system checks the amount of the payment (individual fields) and the OneCore posting settings. If it finds a difference (posting settings are missing, or posting settings are duplicated), it posts the difference to the set account in Contract with Service Settings, as well as to invoice lines. The amount of the payment in the payment calendar will be equal to the Total Value in the invoice.
Description inNastavení Business Setup .
Contract Dimension Value
Value Dimension 2 for a mass invoice that can contain multiple contracts.
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A description of the setting of text in invoice lines is described in PD Financial settings in the section Standardní texty a rozšířené texty and Proměnné standardních textů Standard Text And Extended Text and Standard Text Variables
Customer Card
On the customer card, under the Customer option, the Invoice Sending Methods button sets how the system should send posted invoices in bulk, what structured attachments should be attached.
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Detailed description in the Adresář Address book .
Maturity date
On the customer card, on the Operative leasing tab, the following is set:
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On the Filter: Financing Contract Header tab, it is possible to filter specifically Financing Contracts. The user can use the preset filter on Financing Contract No., Calculation Type and Framework Contract No., but it is possible to add other fields from the Financing Contract to the filter.
The user has the option to start the task:
Via the planner, namely:
The user fills in all mandatory filters in the dialog for entering the task
Subsequently, via Schedule n buttonIt will build:
Earliest Start Date/Time
after Confirm OK, the system creates a record in Job Queue Entries that has the status Ready and waits for the start time
When a task starts, the system identifies that the task is not running on the user environment (by the user), it runs the background task. The task will be modified so that the questions:
Delete all change copies? - system conforms to YES
Do you want to start posting payments? - system conforms to YES
and runs the invoicing job through the scheduler, so the executed tasks are no longer dependent on the user.
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The user has the option to interrupt Entering a job from the Job Queue Entries overview, or from the card using the Set On Hold button. When the button is triggered, the status of the card in the Status field switches from Ready to On Hold.
On the user interface
After the invoicing starts, fill in the dialog window, confirm with the OK to open a window
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