Difference between revisions of "Purchase orders/fi"
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| − | __FORCETOC__ |
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| − | == |
+ | == Settings == |
| + | General settings for purchase orders are configured under Project | Backoffice | Base registers | Parameters, on the Purchase orders tab. |
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| − | Perusasetukset tehdään ohjelmassa {{pth|Järjestelmä|Perusrekisterit/Pro/Parametrit}}, välilehdellä Tilaukset. |
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| + | * Tick the Deduction checkbox to activate purchase orders |
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| + | * To automatically generate a PO number/ID for each purchase order, use the Automatic purchase order numbers parameter. |
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| + | * Tick the Approval box to enable the approval of requisitions |
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| + | == Authorisation == |
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| + | Authorisation for purchase orders is set in System | Authorisation, on the Authorisation tab under the heading Project | Project | Purchase orders/ Quotation queries. |
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| − | {{ExpandImage|PRO-REK- |
+ | {{ExpandImage|PRO-REK-EN-Bild2.png}} |
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| + | A spending limit can be set for the user’s authorisation group under the Authorisation Groups tab. |
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| − | Aktivoi tilausten käyttö rastittamalla parametri Vähennys. Jos haluat, että järjestelmä automaattisesti luo tilausnumeron/ID:n per tilaus, rastita kohta Automaattiset tilausnumerot. |
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| + | |||
| + | == Require PO when posting in Approval and Approval watch list == |
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| + | Set up whether purchase orders are required when recording project purchases and costs in Accounting | Backoffice | Base registers, under the Purchase ledger tab | Parameters, the Suppliers tab. |
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| + | All new suppliers are automatically assigned this setting. Existing suppliers can be batch changed under Accounting | Backoffice | Base registers, on the Purchase ledger tab. Open the supplier and go to the Other tab. |
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| − | Kenttää{{fld|Lasermalli}} ei käytetä. |
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| + | |||
| + | If PO mandatory is set, Marathon requires that: |
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| + | * The purchase order has the same supplier as the supplier invoice |
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| + | * The remaining balance on the purchase order must not be exceeded; please note that the remaining balance is only calculated after the entry has been booked. |
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| + | * The user creating the purchase order does not specify an amount higher than that specified for the authorisation group in the authorisation register |
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| + | == Purchase codes and PO texts == |
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| − | Voit ilmoittaa vakiotilausmallin eri ostokoodeille ohjelmassa {{pth|Järjestelmä|Perusrekisteri/Pro/Ostokoodit}}. |
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| + | Set up whether purchase codes shall be used in PO: s in Project | Backoffice | Base registers | Purchase codes. |
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| + | In the Purchase order template field, you can select a pre-defined purchase order text, which will appear as editable text on the PO. |
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| + | The purchase order texts are written in Project | Backoffice | Base register | Purchase order text. |
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| + | {{ExpandImage|PRO-REK-EN-Bild5.png}} |
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| − | Tilausten tulostamiseen tarvitset tulostusmallin. Ohjelmaan sisältyy standardimalli, mutta jos haluatte siihen oman layoutin, Kalin Setterberg voi valmistaa sellaisen. |
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| + | == Create purchase order == |
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| + | Purchase orders are created in Accounting | Suppliers’ invoices, the Purchase order tab or directly on the project in Project | Queries, Purchases tab; it is the same register. |
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| + | {{ExpandImage|PRO-REK-EN-Bild6.png}} |
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| − | '''Tilaus pakollinen Hyväksynnässä ja valvonnassa ''' |
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| − | |||
| − | Perusasetukset tehdään ohjelmassa {{pth|Järjestelmä|Perusrekisterit/OR/Parametrit}}, välilehdellä Toimittajat. Tässä voit myös erottaa tilauksia, jotka tiliöidään projekteille ja jotka tiliöidään kustannukseksi. Asetus aktivoi parametrin kaikille uusille toimittajille. |
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| − | |||
| − | Kun aktivoit parametrin ”Tilaus pakollinen”, Marathon vaatii, että: |
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| − | * Tilauksella on sama toimittaja kuin ostolaskussa |
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| − | * Tilauksen jäännösmäärää ei ylitetä; jäännösmäärä päivittyy vain kirjauksen yhteydessä. |
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| − | * Tilauksen laatija ei ilmoita määrää, joka ylittää hänelel asetetun rajan valtuusrekisterissä. |
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| + | Select New and fill in project and purchase code or account, quoted price and Supplier. In the Delivery address you can choose between Own, Client or Previous. |
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| + | If you select Own, the address is retrieved from Project | Backoffice | Base registers | Parameters, on the Purchase order tab. If you select Client, the address is retrieved from the delivery address for the project. If you select Previous, you can choose addresses from previous purchase orders. |
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| + | {{ExpandImage|PRO-REK-EN-Bild7.png}} |
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| − | Toimittajarekisterissä {{pth|Järjestelmä|Perusrekisterit/OR/Toimittajat}}, välilehdellä Muut voit tehdä poikkeavia asetuksia toimittajakohtaisesti. Parametrejä voi myös joukkomuuttaa (toiminnolla Korjaa merkityt), mikä on suositeltava, jotta kaikkitoimittajat saisivat oikeat asetukse. |
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| − | Jotta toimittaja voitaisiin valita tilaukselle, on parametri Tilaus oltava aktivoituna. |
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| + | If the purchase codes used are linked to purchase order text, this text is filled in automatically when the purchase code is entered. The text can be edited. |
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| + | == Print out and send purchase order == |
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| − | Voit asettaa ylärajan tilaukselle, sekä kuluostoille että projektiostoille ohjelmassa {{pth|Järjestelmä|Valtuusryhmät}}. |
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| + | Purchase orders are printed and sent via Accounting | Supplier Invoices, on the Purchase orders tab, using the Print button. |
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| + | When printing, you can choose either PDF or email. The email address from the purchase order is suggested and can be changed. |
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| + | A print template must be selected the first time you print; this selection is saved for the next print job. |
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| − | {{ExpandImage|PRO-REK- |
+ | {{ExpandImage|PRO-REK-EN-Bild8.png}} |
| − | |||
| − | == Tee tilaus == |
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| + | Remaining amount shows the amount minus the amount used when posting the invoices currently recorded. |
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| − | Tilauksia voi luoda joko ohjelmassa {{pth|Taloushallinto|Tilaukset}} tai suoraan projektilla {{pth|Projekti/Projektihallinta}}. |
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| + | Printed shows the most recent print date. |
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| + | == Approval of purchase orders == |
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| − | Valitse {{btn|Uusi}} ja ilmoita projekti, ostokoodi tai tili sekä kustannuspaikka ja/tai tulosyksikkö. Ilmoita määrä ja valitse toimittaja. Toimitusosoitteeksi voit valita joko oman, asiakkaan tai aiemmin käytetyn. Oma osoite on se, joka on ilmoitettu kohdassa {{pth|Perusrekisterit/Pro/Parametrit}}, välilehti Tilaukset. Täytä muut kentät ja tallenna. Jos olet yhdistänyt ostokoodiin tilaustekstin, se tulee automaattisesti. Sitä voi tosin muuttaa. |
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| + | If the parameter Approval is activated for purchase orders in Project | Backoffice | Base registers | Parameters, Purchase orders tab, an approver can be appointed when creating a PO, in the Approver field. This can also be done on existing purchase orders. |
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| + | {{ExpandImage|PRO-REK-EN-Bild9.png}} |
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| + | |||
| + | Approval of purchase orders is done in Accounting | Approval. |
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| + | Once the purchase order has been approved, the letter J appears in the Approved column in Accounting | Supplier Invoices, on the Purchase orders’ tab. The purchase order can now be printed. |
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| + | If a purchase requisition is printed without having been authorised, the error message Final approval missing is displayed. |
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| + | {{ExpandImage|PRO-REK-EN-Bild10.png}} |
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| − | == Tulosta ja lähetä tilaus == |
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| + | |||
| − | |||
| + | Once printed, the Externally confirmed button can be used. The requisition may be marked with a ‘G’ in the ‘External approval’ column. |
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| − | Voit rajoittaa tilauslistan valitsemalla vain aktiivit, vain omat ja/tai vain toimittajat. Tulostetut (toimittajille lähetetyt) tilaukset saavat päivämäärämerkinnän sarakkeessa Tulostettu. Sarake Jäännösmäärä näyttää määrän miinus tähän mennessä tiliöityjen laskujen yhteismäärä. Tilausta voi käyttää uudelleen siihen asti, kunnes jäännösmäärä on loppunut. Valitse tilaus ja tulosta painikkeella Tulosta. |
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| + | Only requisitions that have been approved by both internal and external approval can be selected for retrieval when posting a supplier invoice. |
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| − | PDF tulostuu paikalliseti, mutta tilauksen voi myös lähettää sähköpostina. Jos toimittajalla on ilmoitettu sähköpostiosoite, se tulee automaattisesti. Valitse ensimmäisen tulostuksen yhteydessä tulostusmalli; se tulee sen jälkeen aina ehdotuksena. |
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| − | |||
| − | == Käytä tilauksia Hyväksynnän ja Valvonnan tiliöinnissä == |
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| − | |||
| + | == Use purchase order when posting == |
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| ⚫ | |||
| + | When posting supplier invoices, purchase orders can be retrieved from both Preliminary entering tab and Approval watch list. |
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| − | Hae tilaus listasymbolia painamalla tilaus-sarakkeessa. |
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| − | Jos olet rastittanut "vain toimittajat" näet vain tilauket, jotka kohdistuvat laskun toimittajaan. |
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| + | {{ExpandImage|PRO-REK-EN-Bild11.png}} |
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| − | Jos laskun omakustannushinta on alhaisempi kuin tilauksen hinta, se on korjattava. |
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| + | |||
| + | Retrieve the purchase order with the list button in the Purchase order column. If Only suppl. Is ticked, only purchase orders matching with the supplier is shown. |
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| − | <div class="mw-translate-fuzzy"> |
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| − | [[Category: |
+ | [[Category: PRO-REK-EN]] |
| − | [[Category: |
+ | [[Category: Manuals]] |
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| − | </div> |
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Latest revision as of 14:09, 28 September 2026
Contents
Settings
General settings for purchase orders are configured under Project | Backoffice | Base registers | Parameters, on the Purchase orders tab.
- Tick the Deduction checkbox to activate purchase orders
- To automatically generate a PO number/ID for each purchase order, use the Automatic purchase order numbers parameter.
- Tick the Approval box to enable the approval of requisitions
Authorisation
Authorisation for purchase orders is set in System | Authorisation, on the Authorisation tab under the heading Project | Project | Purchase orders/ Quotation queries.
A spending limit can be set for the user’s authorisation group under the Authorisation Groups tab.
Require PO when posting in Approval and Approval watch list
Set up whether purchase orders are required when recording project purchases and costs in Accounting | Backoffice | Base registers, under the Purchase ledger tab | Parameters, the Suppliers tab. All new suppliers are automatically assigned this setting. Existing suppliers can be batch changed under Accounting | Backoffice | Base registers, on the Purchase ledger tab. Open the supplier and go to the Other tab.
If PO mandatory is set, Marathon requires that:
- The purchase order has the same supplier as the supplier invoice
- The remaining balance on the purchase order must not be exceeded; please note that the remaining balance is only calculated after the entry has been booked.
- The user creating the purchase order does not specify an amount higher than that specified for the authorisation group in the authorisation register
Purchase codes and PO texts
Set up whether purchase codes shall be used in PO: s in Project | Backoffice | Base registers | Purchase codes. In the Purchase order template field, you can select a pre-defined purchase order text, which will appear as editable text on the PO. The purchase order texts are written in Project | Backoffice | Base register | Purchase order text.
Create purchase order
Purchase orders are created in Accounting | Suppliers’ invoices, the Purchase order tab or directly on the project in Project | Queries, Purchases tab; it is the same register.
Select New and fill in project and purchase code or account, quoted price and Supplier. In the Delivery address you can choose between Own, Client or Previous. If you select Own, the address is retrieved from Project | Backoffice | Base registers | Parameters, on the Purchase order tab. If you select Client, the address is retrieved from the delivery address for the project. If you select Previous, you can choose addresses from previous purchase orders.
If the purchase codes used are linked to purchase order text, this text is filled in automatically when the purchase code is entered. The text can be edited.
Print out and send purchase order
Purchase orders are printed and sent via Accounting | Supplier Invoices, on the Purchase orders tab, using the Print button. When printing, you can choose either PDF or email. The email address from the purchase order is suggested and can be changed. A print template must be selected the first time you print; this selection is saved for the next print job.
Remaining amount shows the amount minus the amount used when posting the invoices currently recorded. Printed shows the most recent print date.
Approval of purchase orders
If the parameter Approval is activated for purchase orders in Project | Backoffice | Base registers | Parameters, Purchase orders tab, an approver can be appointed when creating a PO, in the Approver field. This can also be done on existing purchase orders.
Approval of purchase orders is done in Accounting | Approval. Once the purchase order has been approved, the letter J appears in the Approved column in Accounting | Supplier Invoices, on the Purchase orders’ tab. The purchase order can now be printed. If a purchase requisition is printed without having been authorised, the error message Final approval missing is displayed.
Once printed, the Externally confirmed button can be used. The requisition may be marked with a ‘G’ in the ‘External approval’ column. Only requisitions that have been approved by both internal and external approval can be selected for retrieval when posting a supplier invoice.
Use purchase order when posting
When posting supplier invoices, purchase orders can be retrieved from both Preliminary entering tab and Approval watch list.
Retrieve the purchase order with the list button in the Purchase order column. If Only suppl. Is ticked, only purchase orders matching with the supplier is shown.
