Difference between revisions of "Purchase orders/sv"

Revision as of 09:04, 29 September 2026

Inställningar

Grundinställningar för rekvisitioner görs i Projekt | Backoffice | Basregister | Parametrar, fliken Rekvisitioner.

• Kryssa i Avräkning för att aktivera rekvisitioner
• För att automatiskt generera ett rekvisitionsnummer/-id per rekvisition används parametern Automatiska Rekvisitionsnummer.
• Kryssa i Attest för att använda attest av rekvisitioner

Behörighet

Behörighet till rekvisitioner ges i System | Behörighet, fliken Behörighet under rubriken Projekt | Projekt | Rekvisitioner/Förfrågningar.

En beloppsgräns kan ställas in på användarens behörighetsgrupp under fliken Behörighetsgrupper.

Kräv rekvisition vid kontering i Attest och Attestbevakning

Ställ in om rekvisitioner ska krävas vid registrering projektinköp och omkostnader i Ekonomi | Backoffice | Basregister, fliken Leverantörreskontra | Parametrar, fliken Leverantörer. Alla nya leverantörer får automatiskt inställningen. Befintliga leverantörer kan massändras i Ekonomi | Backoffice | Basregister, fliken Leverantörsreskontra. Öppna leverantören och fliken Övrigt.

Om Rekvisition obligatorisk är inställd kräver Marathon att:

• Rekvisitionen har samma leverantör som leverantörsfakturan
• Restbeloppet på rekvisitionen inte överutnyttjas, observera att restbeloppet endast beräknas om efter bokföring
• Användaren som skapar rekvisitionen inte anger ett högre belopp än vad som bestämts i på behörighetsgruppen i behörighetsregistret

Inköpskoder och rekvisitionstext

Ställ in om inköpskoden ska användas för rekvisitioner i Projekt | Backoffice | Basregister | Inköpskoder. I fältet Rekvisitionsmall kan en upplagd rekvisitionstext väljas som visas som en redigerbar text på rekvisitionen. Rekvisitionstexter fylls i i Projekt | Backoffice | Basregister | Rekvisitionstext.

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.