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userdocs:travelwise:getting_started:settings:company_settings:invoicing_settings [2013/07/19 05:50] dokuwiki_sync Manual Sync |
userdocs:travelwise:getting_started:settings:company_settings:invoicing_settings [2016/03/22 23:13] (current) tt |
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| **Navigation in main menu:** //Tools -> Company Settings -> Settings -> Invoicing// | **Navigation in main menu:** //Tools -> Company Settings -> Settings -> Invoicing// | ||
| - | + | ^ Function ^ Description ^ | |
| - | ^ Function ^ Description ^ Comments ^ | + | |**AddingProductWithDiffInPackages** |Checked - in case there is any difference in package (even very small) it will be put to a new line. Unchecked - adding new line with the difference will be disabled and Application will allow to have difference not more than //0.05//. Note: In case you are trying to change issued invoice - it will be possible to save invoice even with //min (0.05)// diff. | |
| - | |**VATEnabled** |Checked – VAT is calculated automatically. Unchecked – VAT is not calculated automatically. | | | + | |**AllowedPackageRecalculationDifference** |The maximum allowed difference between package line and sum of lines in package after recalcualtion. | |
| - | |**VATIATATaxCode** |Code for VAT in PNR file. | | | + | |**AutoProductOnlineOfficeID** |Documents issued with that OfficeID treated as online bookings and Online fees applied.| |
| - | |**HasDebitNote** |Checked – DeditNote is available for issuing instead of invoice. It has separate number sequence. Unchecked DebitNote feature is hidden. | | | + | |**CreateOfferOnF10** |Checked – Offer is created after ‘F10’ shortcut has been pressed. Unchecked – Invoice is created after ‘F10’ shortcut has been pressed. | |
| - | |**CreateOfferOnF10** |Checked – Offer is created after ‘F10’ shortcut has been pressed. Unchecked – Invoice is created after ‘F10’ shortcut has been pressed. | | | + | |**CreditcardToInvoiceAsCash** |These credit cards will be trasferred to invoice with a default term of payment. Also number of the credit card won`t be entered on Offer/Invoice form.| |
| - | |**ShowCityNamesOnRouteText** |Checked - City Names are shown in IATA products. Unchecked - City Codes are shown in IATA products. | | | + | |**DiscountRoundingFormat** |The number of digits after comma after rounding Discount value on InvoiceLine. | |
| - | |**InvoiceShowAirlineHideArrivalDate** |Checked – there is ‘Airline’ field in Invoice form, ‘Arrival date’ is hidden. Unchecked – there is ‘ArrivalDate’ field in Invoice form, ‘Airline’ is hidden. | | | + | |**HasDebitNote** |Checked – DeditNote is available for issuing instead of invoice. It has separate number sequence. Unchecked DebitNote feature is hidden. | |
| - | |**InvoiceIssuedUserChangable** |Checked – it’s possible to change the user who issued the invoice. Unchecked – it’s not possible to change user which issued invoice. | | | + | |**InvoiceDocumentsWithDifferentTOP** |Checked - it is possible to issue invoice for documents with different forms of payment. Unchecked - warning message occurs on attempting to issue invoice for documents with different forms of payment and it is needed to crated separate invoices for each T.o.p. | |
| - | |**InvoiceRemarkShowRtf** |Checked – Invoice External remark edit -> it’s possible to change the font style and the font size using context menu. Unchecked – Invoice External remark edit -> it’s not possible to change font style and font size using context menu. | | | + | |**InvoiceIssuedUserChangable** |Checked – it’s possible to change the user who issued the invoice. Unchecked – it’s not possible to change user which issued invoice. | |
| - | |**InvoiceLineDestinationCodeNotEmpty** |Checked – All products with checked ‘Enable destination code’ option should have ‘Origin’ and ‘Destination’ fields filled in. Otherwise invoice cannot be saved or issued Unchecked – Invoice can be saved / issued even if some products with checked ‘Enable destination code’ option do not have ‘Origin’ and ‘Destination’. | | | + | |**InvoiceLineDestinationCodeNotEmpty** |Checked – All products with checked ‘Enable destination code’ option should have ‘Origin’ and ‘Destination’ fields filled in. Otherwise invoice cannot be saved or issued Unchecked – Invoice can be saved / issued even if some products with checked ‘Enable destination code’ option do not have ‘Origin’ and ‘Destination’. | |
| - | |**InvoiceDepositCreateEndPaymentLine** |Checked – Invoice -> Deposit: line, which balances payment, is created automatically. It is not possible to save invoice with unbalanced deposit payment. Unchecked – Invoice -> Deposit: line, which balances payment, is not created automatically. It is possible to save invoice with unbalanced deposit payment. | | | + | |**InvoiceLineDestinationFillAutomatically** |Checked – ‘Destination’ and ‘Origin’ fields are filled in automatically for all invoice lines, which do not have origin and destination, inherited from the segment and if these products have ‘Enable destination’ option checked. Unchecked - ‘Destination’ and ‘Origin’ fields are not filled in automatically for invoice lines, which do not have origin and destination, inherited from the segment. | |
| - | |**InvoiceDisplayRoutingForIATATAX** |Checked – IATATAX line looks like: ‘TaxBZZ Billund-London Gatwick-Billund’. Unchecked - IATATAX line looks like: ‘TaxBZZ’. | | | + | |**VATEnabled** |Checked – VAT is calculated automatically. Unchecked – VAT is not calculated automatically. | |
| - | |**InvoiceLineDestinationFillAutomatically** |Checked – ‘Destination’ and ‘Origin’ fields are filled in automatically for all invoice lines, which do not have origin and destination, inherited from the segment and if these products have ‘Enable destination’ option checked. Unchecked - ‘Destination’ and ‘Origin’ fields are not filled in automatically for invoice lines, which do not have origin and destination, inherited from the segment. | | | + | |**VATIATATaxCode** |Code for VAT in PNR file. | |
| - | |**InvoiceDocumentsWithDifferentTOP** |Checked - it is possible to issue invoice for documents with different forms of payment. Unchecked - warning message occurs on attempting to issue invoice for documents with different forms of payment and it is needed to crated separate invoices for each T.o.p. | | | + | |**InvoiceLineFormatCar** |Template of invoice line for Car product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**InvoiceLineFormatHTL** |Template of invoice line for Hotel product. Data in tags is replaced by corresponding values from the segment. | | | + | |**InvoiceLineFormatHTL** |Template of invoice line for Hotel product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**InvoiceLineFormatTRF** |Template of invoice line for Transfer product. Data in tags is replaced by corresponding values from the segment. | | | + | |**InvoiceLineFormatIATA** |Template of invoice line for IATA product. Data in tags is replaced by corresponding values from the segment. The tags are //<ProductName>, <RoutingISOCodes>, <RoutingCityNames>, <RoutingCityNamesLocal>, <AirlineCode>, <PNRNo>//. Any standard text can be put in betwwen of the tags. | |
| - | |**InvoiceLineFormatSS** |Template of invoice line for Sightseeing product. Data in tags is replaced by corresponding values from the segment. | | | + | |**InvoiceLineFormatIATATAX** |Template of invoice line for IATATAX product. Data in tags is replaced by corresponding values from the segment. The tags are //<ProductName>, <RoutingISOCodes>, <RoutingCityNames>, <RoutingCityNamesLocal>, <AirlineCode>, <PNRNo>//. Any standard text can be put in betwwen of the tags. | |
| - | |**InvoiceLineFormatMISC** |Template of invoice line for Misc product. Data in tags is replaced by corresponding values from the segment. | | | + | |**InvoiceLineFormatTRF** |Template of invoice line for Transfer product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**InvoiceLineFormatJRP** | Template of invoice line for JRP product. Data in tags is replaced by corresponding values from the segment. | | | + | |**InvoiceLineFormatSS** |Template of invoice line for Sightseeing product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**InvoiceLineFormatPNRHTL** |Template of invoice line for PNR Hotel product. Data in tags is replaced by corresponding values from the segment. | | | + | |**InvoiceLineFormatMISC** |Template of invoice line for Misc product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**InvoiceLineFormatTRN** |Template of invoice line for Train product. Data in tags is replaced by corresponding values from the segment. | | | + | |**InvoiceLineFormatJRP** | Template of invoice line for JRP product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**WarningBeforeIssuingCCInvoice** |Checked - warning message occurs on attempting to issue invoice with form of payment which requires credit card. Unchecked - no warning occurs. | | | + | |**InvoiceLineFormatOnlineHTL** |Template of invoice line for OnlineHotel product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**DiscountRoundingFormat** |The number of digits after comma after rounding Discount value on InvoiceLine. | | | + | |**InvoiceLineFormatPNRHTL** |Template of invoice line for PNR Hotel product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**SellPriceRoundingFormat** |The number of digits after comma after rounding Sell price value on InvoiceLine. | | | + | |**InvoiceLineFormatTRN** |Template of invoice line for Train product. Data in tags is replaced by corresponding values from the segment. | |
| - | |**ValidatePackageOnSaving** |Checked - it is not allowed to save/issue invoice with package that is not balanced. | | | + | |**InvoiceRemarkShowRtf** |Checked – Invoice External remark edit -> it’s possible to change the font style and the font size using context menu. Unchecked – Invoice External remark edit -> it’s not possible to change font style and font size using context menu. | |
| - | |**TransferToFinanceCentsDelimiter** |This delimiter is used in currency amounts when Transfer2Finance file is created. In most cases it should be either dot or comma. | | | + | |**InvoiceShowAirlineHideArrivalDate** |Checked – there is ‘Airline’ field in Invoice form, ‘Arrival date’ is hidden. Unchecked – there is ‘ArrivalDate’ field in Invoice form, ‘Airline’ is hidden. | |
| - | |**InvoiceLineFormatIATAUseLocalAirportCityNames** |Checked - use translated city names for IATA invoice lines. Unchecked - use default city names for IATA invoice lines. | | | + | |**WarningBeforeIssuingCCInvoice** |Checked - warning message occurs on attempting to issue invoice with form of payment which requires credit card. Unchecked - no warning occurs. | |
| + | |**SellPriceRoundingFormat** |The number of digits after comma after rounding Sell price value on InvoiceLine. | | ||
| + | |**ValidatePackageOnSaving** |Checked - it is not allowed to save/issue invoice with package that is not balanced. | | ||
| + | |**TransferToFinanceCentsDelimiter** |This delimiter is used in currency amounts when Transfer2Finance file is created. In most cases it should be either dot or comma. | | ||
| + | |**InvoiceLineFormatIATAUseLocalAirportCityNames** |Checked - use translated city names for IATA invoice lines. Unchecked - use default city names for IATA invoice lines. | | ||
| + | |**AddingProductWithDiffInPackages** |Checked - In case there is any difference in package (even very small) it will be put to a new line. Unchecked - Adding new line with the difference will be disabled and TravelWise will allow to have difference not more than //0.05//. NOTE: In case you are trying to change issued invoice - it will be possible to save invoice even with min (0.05) difference. | | ||
| + | |**ProductForPuttingDifferenceInPackage** |The selected product will be added for putting difference in package after a corresponding warning (If SuppressWarningWhenAddingNewLineForDifferenceInPackage is false). NOTE: It is not possible to select any product if setting 'AddingProductWithDiffInPackages' is OFF. | | ||
| + | |**CreditcardToInvoiceAsCash** |These credit cards will be trasferred to invoice with a default term of payment. Also number of the credit card won't be entered on Offer/Invoice forms. There is an exception, when Credit Card (CC) should be treated as a cash. It refers only to //'eNett'// CC type, which number starts with //553509//. If the customer' CC number starts with that one, then term of payment set in invoice is cash and CC number is not inserted. | | ||
| + | |**ResetNonPackageAutopriceLinesInPackage** |Checked - it resets sell price to be equal to expense for all non-package autoprice lines in package. Unchecked - no changes for non-package autoprice products. | | ||
| + | |**SuppressWarningWhenAddingNewLineForDifferenceInPackage** |This works only when: //AddingProductWithDiffInPackages// is TRUE //ProductForPuttingDifferenceInPackage// has non-locked selected product. Checked - No warning will be shown in case adding new line to balance a package. Unchecked - All warnings will be shown and will prompt user for adding a product in package.| | ||
