Invoice Interface Template
On the template for maintenance permission line, we need the hello field
No. (No.)
The user chooses the name of the template
Invoice Interface Code
The user selects the invoice interface code for which the template is being set up
Business Type
In the case of data record processing, the user selects Purchase
Source Code
The user selects the source code for the given invoice interface code
The source 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
User selects Invoice
Standard Purchase Code
The user sets the target posting method of 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 purchase code.
At the end of the template, it is possible to specify settings for service allowances and their checks:
Service Kind
For the Tire template, the user selects Tire Service
For the "Flat Rates" template, the user selects Service
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
The user selects the category code for the service
Subcategory Code
The user selects the subcategory code for the service
Maintenance Code
The user selects the maintenance code for the service
It is necessary to set up for templates where there will be discount checking (discount parts / labour) or creating a difference line.
Tire/Rim Quantity Register
The user ticks the field if the system is to transfer the number (detail of tires or rims) to the allowance from the data record
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
It is necessary to set up 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
The system checks whether the Service is active on the contract
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
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 limit without approval 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 the soft error, the delta line is also created
Service Period Check
The system checks whether the client has a valid service in the given period
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
The system checks that the financing contract has not been terminated in the given period according to the posting date
Approval No. Check
The system checks whether the approval number is filled in the data record
The system checks that the specified approval number exists
Empty OdometerStatus
The system checks whether the odometer status is filled in in the data record
Zero Amount Reinvoice
The system checks whether the amount to be reinvoiced is not equal to 0 on the allowance traced through the approval number when marking reinvoice
Because the system can additionally create maintenance permission for imported data, it checks whether the detailed contract status is "Active" and whether it is possible to create maintenance permission for it (this is the Service Permission check box = Yes)
.
It is necessary to check the Maintenance permission = Yes also to the detailed status of the COPY contract, otherwise it would be a problem to enter the maintenance permission when creating a change copy.
