Invoice Interface Template
On the template for the maintenance permission line, we need the fields
Number (No.)
The user chooses the name of the template
Invoice Interface Code (Invoice Interface Code)
The user selects the invoice interface code for which they are setting up the template
Business Type (Business Type)
In the case of data record processing, the user selects Purchase
Source Code (Source Code)
The user selects the source code for the given billing interface code
The origin code will be the same for all templates for the given area of data record processing
The data source, where the data comes from, and the format of the data record
Document Type (Document Type)
User selects Invoice
Standard Purchase Code (Standard Purchase Code)
The user sets the target posting method for the purchase line The invoice is used only if the appropriate maintenance code is not found
Do Not Set to the posting group template, because then they would take precedence over the settings on the vendor and on the standard purchasing code.
At the end of the template, it is possible to specify settings for service permits and their checks:
Service Kind (Service Kind)
For the Tire template, the user selects Tire Service
For the "Flat Rates" template, the user selects Service
Service Type (Maintenance Type Code)
If the user does not specify a service type, the settings apply to all service types with the Tire Service type. E.g. for the default template.
It is necessary to select a specific type of service, for templates with mapping, e.g. if we want to record the number of tires – see Billing Interface Mapping or for creating a difference line.
Category Code (Category Code)
The user selects the category code for the service
Subcategory Code (Subcategory Code)
The user selects the subcategory code for the service
Maintenance Code (Maintenance Code)
The user selects the maintenance code for the service
It is necessary to set up for templates where there will be a discount check (discount material / labour) or creation of a difference line.
Registered number of tires/rims (Tire/Rim Quantity Register)
The user ticks the box if the system is to transfer the number (tire detail or rims) to the allowance from the data record
Tire Season (Tire Season)
User sets tire period for Tire Service with Tire Service Division Detail
It is necessary for the correct calculation of pumped tires
Determined by Tire Make (Determined by Tire Make)
It is necessary to set it on the template for Tire Service with the detail of the division of Tire services, when it is necessary to check the discount on the Tire Discount code list
On the invoice interface template, it is possible to turn on checks – when the system compares the imported data during import.
Active Service Check (Active Service Check)
The system checks whether the service is active on the contract
Discount Check (Discount Check)
The system compares the amount of the discount in the data record with the set amount of the discount on the object or on the framework service contract
Amount Check (Amount Check)
The system checks the amount from the data record against the amount on the allowance. The system flags an error if the difference is greater than the unapproved limit for the service type.
If the difference is smaller than the limit, it does not report an error and automatically creates a line for the given allowance for the different amount.
If the difference is greater than the limit and the user accepts a soft error, it also creates a delta line
Service Period Check(Service Period Check)
The system checks whether the client has a valid service in the given period
Tire Category Check (Tire Category Check)
For Tire
The system checks whether the tire category corresponds to the prescribed tire category on the contract service
Contract End Check(Contract End Check)
The system checks that the financing contract has not been terminated in the given period according to the posting date
Approval No. Check (Approval No. Check)
The system checks whether the approval number is filled in the data sentence
The system checks that the specified approval number exists
Empty Odometer Status (Empty OdometerStatus)
The system checks whether the odometer status is filled in in the data record
Zero amount to be reinvoiced (Zero Amount Reinvoice)
The system checks whether the amount to be reinvoiced on the allowance traced via the approval number does not equal 0 when marked reinvoice
Checking the reinstatement marking by the user (Refa Check Mark by User)
The system checks on the allowance line whether the reason for reinvoicing is other than the default. (The default reason for reinvoicing is set automatically by the system if the contract service is marked Reinvoice - from the beginning, or this service is not on the contract). Other reinvoicing reasons are entered by the user when setting the Reinvoice = Yes field
Since the system can additionally create service permissions for imported data, it checks whether the detailed contract status is "Active" and whether it is possible to create service permissions for it (this is the check mark Service permission = Yes)
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It is necessary to check the Maintenance permission = Yes also for the detailed status of the COPY contract, otherwise it would be a problem to enter the maintenance permission when creating a change copy.
