Supplier Settings
Default Values
You can set supplier-specific default values that will be entered in the purchase invoice when the particular supplier is chosen for the invoice. The following default values can be defined for the supplier:
- organization unit
- Payment system
- term of payment
- cash planning account
- the default processors of the different processing steps.
For additional information on specifying the default processors, see Defining Default Transaction Processors.
- Tax not included: This is selected, if a tax-free sum is entered on the posting row. In this case, the application adds the respective tax from the sum according to the tax code defined for this posting row.
- Tax included: This is selected, if a sum including taxes is entered on the posting row. In this case, the application deducts the respective tax from the sum according to the tax code defined for this posting row.
- No tax calculation: This is selected, if no tax processing is carried out in the application. Note: This setting also affects Automatic Posting of electronic invoices, in which case the application does not carry out tax entries in the purchase invoice posting only on the basis of the tax code deduced from electronic invoice material if the posting rules are missing.
For additional information on tax processing settings, see Tax Processing in Posting.
Settings
The Use the supplier for one-time suppliers option is used for a supplier that is selected when an invoice is stored for a one-time supplier. One-time suppliers are suppliers that are not in the supplier list. Upon input of an invoice, the default data of a one-time supplier in the supplier list is entered. The person who saves the invoice replaces, upon input of the invoice, the supplier name and bank account number that come from the supplier register with the correct supplier name and bank account number. One-time suppliers can be grouped by establishing different one-time suppliers with different default values in the supplier register.
The Use the supplier for individual recipients option is used for suppliers that are used as individual recipients. It is not recommended to define different suppliers for each individual recipient, but you can define one supplier in the supplier list that is used for all individual recipients. For the supplier in question the default supplier data to be used for individual recipients is saved.
- The Automatic posting per product lines setting specifies whether posting rows that are automatically generated from electronic invoices based on the supplier's posting rules are combined or whether a posting is generated separately for each row. If the option is enabled, posting rules are not combined, but every product row is assigned to an account separately as an account assignment row. If the setting has not been selected the posting rows with the same account number, posting dimensions, tax account, and description will be combined.
- The Posting row description from e-invoice row setting affects the creation of posting row descriptions in automatic posting of electronic invoices. If the setting has been selected, the row-level Overview data in the electronic invoice material (element ArticleName) is used as the posting row description. If the setting has not been selected, the posting row description will be retrieved based on the purchase invoice automatic posting logic.
- If Posting rule only > is selected, the electronic invoice posting is carried out by applying the supplier's posting rule only, and the electronic invoice material's default posting is not applied at all.
- If Posting rule or electronic invoice default posting is selected, the electronic invoice is primarily posted with the supplier's posting rules, and if these are not available, then the default electronic invoice posting is applied.
- If Posting rule combined with default posting is selected, the posting dimensions are always retrieved from the electronic invoice default posting.