Difference between revisions of "Internal invoicing PRO/en"

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== Internal invoicing ==
  
== Internal invoicing ==
   
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Internal invoices between companies within the same installation can be sent from the invoice distribution function in the sending company and to the preliminary invoice entering list in the receiving company. The incoming invoice is shown as a “not checked” record with the scanned invoice attached. The administrator in the receiving company gets a notification and can then complete the invoice with approver information before proceeding to approval and bookkeeping.
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Internal invoices between companies within the same Marathon installation can be sent via the Invoice distribution in the to the preliminary entering program in the purchase ledger of the receiving company. The incoming invoice is shown in the list as "not checked" together with the scanned invoice. The administrator of the receiving company is receiving a notification and can later complete the information regarding approver start the approval and bookkeeping as normal.
   
 
=== How to get started ===
  
=== How to get started ===
   
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1. Contact Kalin Setterberg who activates the function.
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1. Contact Marathon support and ask them to activate the function in your installation.
   
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2. Preparations in the Base registers:
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2. Set-up in base registers:
   
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a. In the sending company, go to the base registers in {{pth|System|Base registers/PRO/Client/Project}}, tab {{flik|Invoice distribution}}, and select type ”Marathon” on those internal clients, that can be internal invoice recipients.
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a) In the base registers of the sending company, {{pth|System|Base registers/PRO/Client/Project}}, under tab {{flik|E-documents}}, select E-invoice recipient ”Marathon” on the internal clients/projects that you want to send to via the invoice distribution.
   
 
{{ExpandImage|PRO-INT-SV-Bild1.png}}
  
{{ExpandImage|PRO-INT-SV-Bild1.png}}
   
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In {{pth|System|Base registers/SL/Clients}} select the receiving company in the field {{fld|Counterpart}}.
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In {{pth|System|Base registers/SL/Clients}},select Counterpart (Marathon company code for the invoice receiving company)
   
 
{{ExpandImage|PRO-INT-SV-Bild2.png}}
  
{{ExpandImage|PRO-INT-SV-Bild2.png}}
   
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b. In the receiving company, go to {{pth|System|Base registers/PL/Suppliers}} and select the sending company in the field {{fld|Counterpart}}.
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b) In the base register of the receiving company, in {{pth|System|Base registers/PL/Suppliers}} select Counterpart (marathon company code of invoice sending company)
   
 
{{ExpandImage|PRO-INT-SV-Bild3.png}}
  
{{ExpandImage|PRO-INT-SV-Bild3.png}}
   
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In {{pth|System|Base registers/PL/Parameters}}, tab {{flik|Preliminary entering}}. Select the person that will get a notification every time a new e-invoice is added to the preliminary entering.
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In {{pth|System|Base registers/PL/Parametres}} under the tab {{flik|Preliminary entering}} select a person to receive the notifications - if you want them to be notified every time an e-invoice is added into the preliminary entering.
   
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Activate the parameter {{kryss|Simultaneous users (scanning)}} in order for the invoice import to function.
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Set the parametre {{kryss|Simultaneous users}} (scanning), this box has to be checked in order for the invoice import to work.
   
 
{{ExpandImage|PRO-INT-SV-Bild4.png}}
  
{{ExpandImage|PRO-INT-SV-Bild4.png}}
   
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c. In case you want to use the Invoice distribution in combination with the Multiagency function and want the receiving company to post the cost divided into fees, purchases and other, there is two additional parameters to activate in the base registers.
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c) If you want to use Invoice distribution together with the multiple agency function and you wish to direct the posting of costs at the receiving company divided in fees, purchases and other, you need to add two things in teh base registers.
   
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In the sending company, go to {{pth|System|Base registers/GENERAL/Company specific registers/Parameters}} under the tab {{flik|Invoice distribution}}, tick the field {{kryss|Subtotals on fees/purchases/other}}.
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In the sending company, in {{pth|System|Base registers/General/Company specific registers/Parameters}} under the tab {{flik|E-invoice}}, check the box {{kryss|Subtotals on fees/purchases/other}}.
   
 
{{ExpandImage|PRO-INT-SV-Bild5.png}}
  
{{ExpandImage|PRO-INT-SV-Bild5.png}}
   
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In the receiving company, fill in accounts in {{pth|System|Base registers/PL/Parameters}} tab {{flik|Preliminary entering}} , fields ”account e-invoices fees, purchases and other”.
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In the receiving company, {{pth|System|Base registers/PL/Parameters}}tab {{flik|Prelimianry entering}} select accounts for e-invoice fees, purchases and other”.ktura arvode, inköp och övrigt”.
   
 
{{ExpandImage|PRO-INT-SV-Bild6.png}}
  
{{ExpandImage|PRO-INT-SV-Bild6.png}}
   
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3. Create the invoices as normal in {{pth|Project|Invoicing and adjusting}} and print as definitive invoice.
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3. Skapa fakturorna på vanligt sätt via {{pth|Projekt|Fakturering och justering}} och ta ut som definitiv faktura.
  
   
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4. För att skicka den som e-faktura gå till {{pth|Ekonomi|Fakturadistribution}}.
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4. To send it as an e-invoice, go to {{pth|Accounting|Invoice distribution}}.
   
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Choose a period and select Project invoices, Only e-invoices and Only not sent and press {{btn|Search}}.
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Välj period och välj Projektfakturor, Endast e-fakturor och Endast ej skickade, klicka Sök
  
   
 
{{ExpandImage|PRO-INT-SV-Bild7.png}}
  
{{ExpandImage|PRO-INT-SV-Bild7.png}}
   
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Select the invoice and click {{btn|Send}} and the invoice will be sent to the receiving company's preliminary entering
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Markera fakturan och klicka {{btn|Skicka}} så skickas fakturan till mottagande bolags ankomstregistrering.
  
   
 
{{ExpandImage|PRO-INT-SV-Bild8.png}}
  
{{ExpandImage|PRO-INT-SV-Bild8.png}}
   
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5. In the preliminary entering of the receiving company the invoice is shown as "Not checked"
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5. I mottagande bolags ankomstregistrering visas fakturan i listan som ”Ej kontrollerad”
  
   
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If Counterpart has been correctly set in the base registers, the invoice is automatically going to the correct supplier in the purchase ledger. If not, the invoice goes to the list where it can be completed manually. Complete the invoice normally for approval and booking.
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Ifall Motföretag lagts in korrekt i basregistret kommer fakturan automatiskt knytas till rätt leverantör i reskontran. I annat fall läggs fakturan in i listan för manuell komplettering av den uppgiften. Komplettera fakturan på vanligt sätt för attest och bokföring.
  
   
 
[[Category:PRO-INT-SV]]
  
[[Category:PRO-INT-SV]]
 
[[Category:Manuals]]
  
[[Category:Manuals]]
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[[Category:Projects]]

Latest revision as of 14:53, 29 May 2023


Internal invoicing

Internal invoices between companies within the same Marathon installation can be sent via the Invoice distribution in the to the preliminary entering program in the purchase ledger of the receiving company. The incoming invoice is shown in the list as "not checked" together with the scanned invoice. The administrator of the receiving company is receiving a notification and can later complete the information regarding approver start the approval and bookkeeping as normal.

How to get started

1. Contact Marathon support and ask them to activate the function in your installation.

2. Set-up in base registers:

a) In the base registers of the sending company, System: Base registers/PRO/Client/Project, under tab E-documents, select E-invoice recipient ”Marathon” on the internal clients/projects that you want to send to via the invoice distribution.

In System: Base registers/SL/Clients,select Counterpart (Marathon company code for the invoice receiving company)

b) In the base register of the receiving company, in System: Base registers/PL/Suppliers select Counterpart (marathon company code of invoice sending company)

In System: Base registers/PL/Parametres under the tab Preliminary entering select a person to receive the notifications - if you want them to be notified every time an e-invoice is added into the preliminary entering.

Set the parametre "Simultaneous users" (scanning), this box has to be checked in order for the invoice import to work.

c) If you want to use Invoice distribution together with the multiple agency function and you wish to direct the posting of costs at the receiving company divided in fees, purchases and other, you need to add two things in teh base registers.

In the sending company, in System: Base registers/General/Company specific registers/Parameters under the tab E-invoice, check the box "Subtotals on fees/purchases/other".

In the receiving company, System: Base registers/PL/Parameterstab Prelimianry entering select accounts for e-invoice fees, purchases and other”.ktura arvode, inköp och övrigt”.

3. Create the invoices as normal in Project: Invoicing and adjusting and print as definitive invoice.

4. To send it as an e-invoice, go to Accounting: Invoice distribution.

Choose a period and select Project invoices, Only e-invoices and Only not sent and press Search.

Select the invoice and click Send and the invoice will be sent to the receiving company's preliminary entering

5. In the preliminary entering of the receiving company the invoice is shown as "Not checked"

If Counterpart has been correctly set in the base registers, the invoice is automatically going to the correct supplier in the purchase ledger. If not, the invoice goes to the list where it can be completed manually. Complete the invoice normally for approval and booking.

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