This setting allows you to specify an invoice method you want to use for booking EDI invoices.
This section has the following settings:
- EDI Method: This enables you to choose how you want to book invoices. Choose one of the following methods:
- Manually handled by the user (export button)
- Automatically book the invoice when received
- Book invoice when line is allocated by the user
- Profit on: This lets you choose how you want Microbizz to calculate your profits. Choose one of the following:
- List price
- Unit price (paid price)
- EDI to closed tasks:
- New task state:
- Static product number:
- Product number for stock difference:
- Set price to zero:
- Product number for allowance charges:
- Task number parse:
- Who can edit EDIs in the Pending phase?:
- Who can edit EDIs in the Rejected phase?:
- Who can edit EDIs in the Assigned phase?:
Approval phases
By clicking on the Approval phases button, you are navigated to where you can create and edit any EDI approval phase you need.
Create an approval phase
To create a new approval phase you need to fill out following:
Name: Name of the phase
Colour: The colour frames the phase (to help create overview of the different phases)
- Use filtering: Here you can choose a filter that you might have created previously. For more on this, please refer to EDI filters
- Task responsible: If checked, the task responsible can approve an EDI invoice in this phase
- EDI handler: If checked, the EDI handler can approve an EDI invoice in this phase
- Users: Any added users can approve an EDI invoice in this phase
Edit an approval phase
Editing an approval phase happens in the same menu. Just click on the pencil or directly on the title to enter edit mode.
Sorting approval phases
Finally, once the desired phases have been created, they can be sorted by pressing the "Sort phases"-button, allowing you to click and drag in order to determine the stages of your approval procedure.