PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Expand]Orders
   [Expand]Goods
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Collapse]Financials
    [Expand]Accounting Basics
    [Expand]Posting
    [Expand]Automatic Posting
    [Expand]Accounting Dashboard
    [Expand]Overview
    [Expand]Close
    [Expand]Accruals and Deferrals
    [Expand]Credits and Leases
    [Expand]Reports
    [Expand]Special Reports
     Consolidated Financials Statements
    [Expand]Fixed Assets
    [Collapse]Transactions
      How to prepare PayPay file for bank statement impo
      Polnjenje IBAN številke
     [Expand]Kreiranje datotek s plačilnimi nalogi v XML format
      Poljubni plačilni nalog
     [Collapse]Create Payment Orders from Invoices
      [Expand]In LCY
      [Expand]In FCY
     [Expand]Payment Order Form
     [Expand]Payment Orders
     [Expand]Payment Transaction - Abroad
     [Expand]Import Bank Statements
      Uvoz izpiskov (shranjevanje)
      Priprava datoteke z množičnimi plačili
     [Expand]Direct Debit
      Settings of Electronic Funds Transfer
     [Expand]Posebnosti
     [Expand]ODO Forms
      Vpogled v stanje računov
    [Expand]Debt Collection
    [Expand]Reminders
    [Expand]Year-end
    [Expand]Interest
    [Expand]Cash
    [Expand]Archive
     ZEUS Planning
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Help
   [Expand]Messages and Warnings
   [Expand]Additional programs
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
[Expand]User Site

Load Time: 1750.025 ms
"
  1338 | 1709 | 336559 | Updated
Label

In FCY

010381.gif 010382.gif 010383.gif

You can create orders 1450 used for transactions abroad in the following way:

  • directly from the receiving document in the Goods module by using some additional functions from the Payment Order panel
  • or they may be created on the basis of the entered documents in the Payment order from invoices - In FCY tab.
WARNING

For invoice processing the form 1450 will be created in the transaction document type, and selected among the receiving document types, with which this document was created.
If it is not marked there, then a foreign currency transaction is not possible.

 

 

1. Toolbar

The toolbar can be accessed on each PANTHEON form at the top of the program window. General information about the toolbar can be found in the chapter Toolbar.

The features specific to the form can be accessed by clicking the button:

2. Criteria

Document Types Select types of receiving documents, for which you want to create payment orders.
Supplier The selection of documents may be restricted by individual supplier.
Name 2 The selection of documents may be restricted by individual supplier's name 2.
Document from The selection may be restricted by date according to the period start date, to which the date of goods received or service performed from the document belongs.
Document To The selection may be restricted by date according to the period end date, to which the date of goods received or service performed from the document belongs.
Due from The selection may be restricted by date according to the period start date, to which the document due date belongs.
Due To The selection may be restricted by date according to the period end date, to which the document due date belongs.
Document 1 Enter the ID of the first linked document of the invoice, for which you want to create payment orders.
Document 2 Enter the ID of the second linked document of the invoice, for which you want to create payment orders
Currency The selection of documents to be paid may be restricted by the currency that can be found in the document.
Status Select the status of document that you want to create payment orders for:
  • All – it displays all documents, that is, the approved and unapproved
  • Approved – you will create payment orders only for the approved documents
Payment Select how the program can find the information about the unpaid payable:
  • All- The amount offered for transaction is independent of the posts to subject accounts or the general ledgers. The unpaid payable can thus be found in the Goods module. All of the documents, for which the form 1450 has not been created yet, will be offered and the amount offered for transaction is equivalent to:
  • Unpaid- The amount offered for transaction is dependent on whether the document has been posted or not. All of the documents that do not have the form 1450 created, will be offered, as well as:
    • a) if it has not been posted: The whole amount of the document from the Amount Due payment field.
    • b) if the document was posted: The unpaid payable can be found in the Financials module. The amount offerd for transaction is equivalent to the difference between the payable as it is posted to subject account or the general ledger, and a possible partially paid (partially closed) amount.


In case of invoice overpayment, the amount offered shall be equivalent to 0!

Create documents gruped by
  • Subject and currency: Program will create one payorder document for subject, currency and date due.
  • None: Program will create one payorder document for one record-document in goods module
Payment Basis Code You may select the ID of the payment base which is always used in the forms 1450 if it has not been previously entered in the asset register (customs information).
Find

By clicking the Find  button a transaction document list matching the entered criteria, is created.

 

WARNING

On the list of documents you can always view only those documents, for which the form 1450 has not been created yet, regardless of the selected criteria.

 

Select all By clicking this button you mark all of the documents to be paid (by selecting the B field).
Deselect all By clicking this button you deselect all marked documents. 
Create By clicking this button you launch the creation of payment orders. Orders created this way may be viewed, modified, displayed and marked for payment in the Transactions – Payment transaction - abroad menu. 

3.  List of Documents for Foreign Currency Transactions

By clicking the Find button a list of all documents, matching the criteria that you entered in the menu Payment orders from invoices - foreign is created.

Document internal PANTHEON document ID
Supplier supplier from the document
Value date value date or document due date
Supl. doc. ID of the dupplier document (first linked document). It is also displayed in the form 1450.
Date date of the first linked document (it appears in the form 1450)
Bank The foreign bank through which or rather to which shall the payment be performed.
Amount the amount of the invoice to be paid
Curr. currency in which the amount was made
B (select) – If the field is selected, the document is marked for transaction. A document may be marked for payment in multiple ways:
  • by using the Select all button
  • by double-clicking the B field
  • by pressing the space bar

It is mandatory to mark the documents to be paid otherwise an error message appears (see Mark documents used in the creation of the foreign currency transaction!).

 

DT The ID of the document type for foreign currency transactions where the form 1450 shall be created.
Create 

By unchecking this field and klick on button Collect document will not be candidate for creating payment orders. It is the same setting as it is on Received invoice, tab Payment order, Create payment order.

HINT

If the amounts of the selected documents are positive as well as negative (e.g. invoice and credit memo), the program shall create two items for payment specification: one for positive and the other for negative transactions so that you can add to them different payment bases.

 

 

 

 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!