Create advance payment
This function creates an advance payment directly from a purchase order.
This function creates an advance payment directly from a purchase order. When creating the header of the advance payment, the program will apply data from the header of the source purchase order. The amount of the advance payment will be from ‘To pay’ field in the footer of the order or according to the entered percentage.
Clicking on the Wizards button gives you the option to create a given advance payment from a purchase order.
If you click on Create advance payment, the following window pops up.
The window contains the following fields:
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Exp. del. date
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Expected delivery date – the date from the order is applied, but you can also change it.
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Advance payment date
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By default, the current date is applied, but you can also change it.
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Document type
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From the drop-down menu, select the document type on which you want to create an advance payment. Document types for creating advance payments are predefined in Document types. You can only change them with a PANTHEON license.
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Item
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Select the item that will be entered into the line of the advance payment.
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Only sel. item
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If you enable and switch this toggle button on (colored), only the selected item in this window will go onto the advance payment.
If the toggle is off (grey), all lines from the order will be transferred onto the advance payment.
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Percentage
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The value of the order in this field is 100%. This means that the advance payment will be created for the entire amount of the preliminary invoice. You can also change the percentage according to agreement, and the program will create an advance payment in the amount of the preliminary invoice considering the here entered percentage.
For example, if you enter a percentage higher than 100, the program will issue the following warning: “The percentage must be greater than 0% and lower or equal to 100%.”
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Order value
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The entire amount of the order.
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Advance payment value
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The value of the advance payment calculated according to the percentage of payment.
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Create advance payment with different VAT rates
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If this toggle button is enabled, the program will create an advance payment with items and VAT written on the order.
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Cancel
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The window closes and an advance payment will not be created.
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Confirm
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An advance payment will be created.
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IMPORTANT
By clicking on Confirm, an advance payment will be created based on entered data and it will also appear on your screen.
The Linked tab shows the linked document. If you click on the number, the document opens and you can see it on the screen.
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