Marathon Documentation - New pages [en]

Test tarja

2026-10-21T13:57:26Z

TR: Created page with "Här ska jag lägga in en bild {{ExpandImage|Tarjasbid-Bild1}}"

Här ska jag lägga in en bild

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Approval of suppliers/sv

2026-10-08T07:17:22Z

TR:

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== Godkännande av leverantörer ==

=== Inställning ===
Inställning för att aktivera funktionen finns i Ekonomi | Backoffice | Basregister | Parametrar, fliken Leverantörsreskontra. Öppna parametrar, fliken Leverantörer. Endast KASE kan göra ändring

* Särskild behörighet för kontouppgifter får inte vara ikryssad när den nya parametern ska aktiveras.
* Kryssa i Kräv bekräftelse (leverantör)

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=== Behörighet ===
* Användare som ska lägga till uppgifter behöver behörighet ”Registrering”
* Användare som ska bekräfta uppgifter behöver behörighet ”Bekräfta” och läsbehörighet ”Registrering”

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=== Ny leverantör eller ändring på leverantör ===

* Nyregistrering och ändring av leverantörsuppgifter görs i standardflikarna inne på leverantören.
* En grön sköld indikerar att ändringar som görs i fälten behöver bekräftas av en annan användare.
* En ny leverantör syns i Basregistret först när den blivit bekräftad av en annan behörig användare.

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=== Bekräfta ändringar ===

Leverantörer med obekräftade ändringar är markerade med användaren som gjorde ändringen och datum då ändringen gjordes.

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* Alla flikar som innehåller fält som behöver bekräftas är röda.
* Alla fält som ändrats och behöver bekräftas är markerade med en fylld grön sköld.
* Håll muspekaren över ett ändrat fält för att se dess tidigare värde.
* Varje röd flik måste bekräftas genom att klicka på bekräftelseknappen längst ner i respektive flik.
* Användaren måste ange sitt lösenord för att kunna spara leverantören.

[[Category:Accounting]]
[[Category:ACC-APS-SV]]
[[Category:Manuals]]

Approval of suppliers/en

2026-10-08T07:16:31Z

FuzzyBot: Updating to match new version of source page

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== Approval of suppliers ==

=== Setting ===
The setting to enable this function can be found under Accounting | Backoffice | Base registers | Parameters, on the Purchase ledger tab. Open Parameters, then the Suppliers tab. Only KASE can make changes.

* Special authorisation to account administration may not be checked when activating the new parameter.
* Check the Require confirmation (Supplier) box

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=== Authorisation ===
* Users who are to add data require authorisation for Registration
* Users who are to confirm data require authorisation for Confirm and reading authorisation for Registration.

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=== New supplier or changes on supplier ===
* New registration and changes of supplier data is done in the standard tabs in the suppliers’ register.
* A green shield indicates that changes made in the field requires confirmation from another user.
* A new supplier will only appear in the base registers once it has been confirmed by another authorised user.

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=== Confirm changes ===
Suppliers with unconfirmed changes are marked with the name of the user who made the change and the date on which it was made.

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* All tabs that need confirmation are red.
* All fields that have been changed and need confirmation are marked with a full green shield.
* Hover the mouse pointer over a field that has been changed to see its previous value.
* Each red tab must be confirmed by clicking the confirmation button at the bottom of the relevant tab.
* The user must enter their password to save the supplier.

[[Category:Accounting]]
[[Category:ACC-APS-EN]]
[[Category:Manuals]]

Approval of suppliers

2026-10-08T06:53:48Z

TR: Marked this version for translation

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<translate>

== Approval of suppliers == 

=== Setting === 
The setting to enable this function can be found under Accounting | Backoffice | Base registers | Parameters, on the Purchase ledger tab. Open Parameters, then the Suppliers tab. Only KASE can make changes.


* Special authorisation to account administration may not be checked when activating the new parameter.
* Check the Require confirmation (Supplier) box


{{ExpandImage|ACC-APS-EN-Bild1.png}}

=== Authorisation === 
* Users who are to add data require authorisation for Registration
* Users who are to confirm data require authorisation for Confirm and reading authorisation for Registration.


{{ExpandImage|ACC-APS-EN-Bild2.png}}

=== New supplier or changes on supplier === 
* New registration and changes of supplier data is done in the standard tabs in the suppliers’ register.
* A green shield indicates that changes made in the field requires confirmation from another user.
* A new supplier will only appear in the base registers once it has been confirmed by another authorised user.


{{ExpandImage|ACC-APS-EN-Bild3.png}}

=== Confirm changes === 
Suppliers with unconfirmed changes are marked with the name of the user who made the change and the date on which it was made.


{{ExpandImage|ACC-APS-EN-Bild4.png}}


* All tabs that need confirmation are red.
* All fields that have been changed and need confirmation are marked with a full green shield.
* Hover the mouse pointer over a field that has been changed to see its previous value.
* Each red tab must be confirmed by clicking the confirmation button at the bottom of the relevant tab.
* The user must enter their password to save the supplier.


[[Category:Accounting]]
[[Category:ACC-APS-EN]]
[[Category:Manuals]]

</translate>

Purchase orders in Marathon

2026-09-28T12:06:14Z

TR: Created page with "<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag> == Settings == General settings for purchase orders are configured under Pr..."

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== Settings ==
General settings for purchase orders are configured under Project | Backoffice | Base registers | Parameters, on the Purchase orders tab.

{{ExpandImage|PRO-REK-EN-Bild1.png}}

* 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.

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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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== 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.

{{ExpandImage|PRO-REK-EN-Bild4.png}}

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.

{{ExpandImage|PRO-REK-EN-Bild5.png}}

== 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.

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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.
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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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.

{{ExpandImage|PRO-REK-EN-Bild8.png}}

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.

{{ExpandImage|PRO-REK-EN-Bild9.png}}

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.

{{ExpandImage|PRO-REK-EN-Bild10.png}}

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.

{{ExpandImage|PRO-REK-EN-Bild11.png}}

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.

[[Category: Project]]
[[Category: PRO-REK-EN]]
[[Category: Manuals]]

</translate

Optional project codes/sv

2026-08-28T11:01:17Z

TR:

== Fria projektuppgifter==
=== Registrera projektuppgiftskoder ===
Projektuppgiftskoder registreras i Projekt | Backoffice | Basregister | Fria projektuppgiftskoder med knappen Ny.
Fyll i kod och namn. För att koder ska kunna användas vid projektupplägg i Projekt | Frågor kan de endast bestå av tre tecken. Samtliga koder visas vid projektupplägg i Projekt | Backoffice | Basregister | Kunder och projekt.
Om typ Text väljs kan både bokstäver och siffror fyllas i fälten. Längden kan variera mellan 1 och 45 tecken.
Om typ Numerisk väljs kan endast siffror fyllas i fälten. Längden kan variera mellan 1 och 9 tecken.

=== Fria projektuppgifter som förslag ===
I Projekt | Backoffice | Basregister | Parametrar, fliken Kunder och projekt, fältet Begrepp vid projektuppläggning i Kund och Projekt kan koderna som är upplagda med tre tecken väljas. De koder som väljs här visas vid projektupplägg i Projekt | Frågor.

=== Registrera fria projektuppgifter på projekt ===
De fria projektuppgiftfälten kan fyllas i vid projektupplägg i Projekt | Frågor eller på projektet Projekt | Backoffice | Basregister | Kunder och projekt, fliken Fria projektuppgifter.

=== Utskrift av fria projektuppgifter ===
Fria projektuppgifter visas i översiktsbilden i Projekt | Frågor, fliken Alla projekt och kan skrivas ut med knappen Export.

Optional project codes/en

2026-08-28T09:29:57Z

TR:

== Optional project codes ==
=== Record project codes ===
Project codes are recorded in Project | Backoffice | Base registers | Optional project codes. Press the NEW button.
Enter code and name. The codes must consist of three digits to be usable when creating projects in Project | Queries. All codes are shown when creating projects in Project | Backoffice | Base registers | Clients and projects.
Select type Text if you want to have both numbers and letters in the fields. You can use 1-45 characters.
Select type Numerical for numbers only in the fields. You can use 1-9 characters.

=== Optional project codes as suggestion ===
The three-digit codes can be selected in Project | Backoffice | Base registers | Parameters, tab Clients and projects, field Data definition. Codes selected here are shown as suggestion when creating a new project in Project | Queries.

=== Record optional project codes on projects ===
The optional project codes can be used when creating a new project in Project | Queries. when creating a new project in Project | Queries or in Project | Backoffice | Base registers | Clients and projects, tab Optional project codes.

=== Print optional project codes ===
The codes are shown in the main view in Project | Queries, All projects tab and be printed out with the Export button.

Optional project codes

2026-08-28T09:27:38Z

TR: Marked this version for translation

<translate>
== Optional project codes == 
=== Record project codes ===
Project codes are recorded in Project | Backoffice | Base registers | Optional project codes. Press the NEW button.
Enter code and name. The codes must consist of three digits to be usable when creating projects in Project | Queries. All codes are shown when creating projects in Project | Backoffice | Base registers | Clients and projects.
Select type Text if you want to have both numbers and letters in the fields. You can use 1-45 characters.
Select type Numerical for numbers only in the fields. You can use 1-9 characters.

=== Optional project codes as suggestion === 
The three-digit codes can be selected in Project | Backoffice | Base registers | Parameters, tab Clients and projects, field Data definition. Codes selected here are shown as suggestion when creating a new project in Project | Queries.

=== Record optional project codes on projects === 
The optional project codes can be used when creating a new project in Project | Queries. when creating a new project in Project | Queries or in Project | Backoffice | Base registers | Clients and projects, tab Optional project codes.

=== Print optional project codes === 
The codes are shown in the main view in Project | Queries, All projects tab and be printed out with the Export button.
</translate>