EN fills with no charge: Unterschied zwischen den Versionen

Version vom 21. April 2021, 12:12 Uhr

Preamble

With the function "fills with no charge" companies can be assigned a contigent of a product, of which the consumption value will be booked as free (without costs) during the invoicing. If the contingent is exhausted, the invocing will be made normally without reductions. The contingent can be defined as a quantity or an amount and the monthly value can be limited.

Pre-conditions

from Autopoll Plus version 3.5, last bugfixing in version 4.2.2.521 FR14 (Sep 2015).
Autopoll extension E1441 Modul P1: extended invoicing
A company can only be configured to have "fills with no charge" or "rebates/charges". Not both.

Settings

Autopoll License

An Autopoll license with the activated tool "fills with no charge" is required.

Product entry

To be able to book the deduction of the fills with no charge, a suitable product has to be registered first. Details to products under products.

Configuration of the fills with no charge

The configuration of fills with no charge will be made directly in the corresponding company by opening the company over Data-Companies and change to the register "fills with no charge".

enabled: activation or deactivation for the invoicing of this fills with no charge

work to: till when this contingent shall be invoiced, expire date

products: product, on which the fills with no charge shall apply and of whom the fillings are free until the contingent is exhausted

Type: Type of the contingent, whether the net- or gross-amount or the volume is taken into account

Starting: the value of how much is for free

Actual: the value, which is available after reduced by the previously recorded values

Product for the booking: product for the booking and the invoice and the VAT rate which shall be used

The values "Minimal" and "Maximal" are only used in special cases and are only available/visible when the parameter "autopoll.gratisabgabe.minmax.enabled" is set to "Y".

Minimal: minimum value, which is even reduced, when the consumption values are lower during the invoicing

Maximal: maximmum value, which is reduced during the invoicing

Usage

Invoicing

During the invoicing the available contingent of the corresponding product is being reduced, booked and reported in a separate position at the end of the invoice. Details to the invoicing under invoicing

Test run

During the test run of the invoicing the "fills with no charge" are not being taken into account. Only when doing the invoicing in a production run. Details to test run/production run under invoicing

cancellation system / repeating system

When using an invoicing repeating system instead of an invoicing cancellation system, the "fills with no charge" are booked with every invoicing session. In this case the values of the "fills with no charge" have to be checked and restored. In case of the cancellation of invoices the values of the "fills with no charge" have to be checked too. Details to the cancellation/repeating system under invoicing

Hints

From version 4.2.5.421 several "fills with no charge" can be configured in each company. This calls for only one active "fills with no charge" (actual value > 0 or not expired).

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-{{Vorlage:InArbeit|work in progress}}
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 ==Preamble==
-Mit dem Gratisabgabe-Tool können den Firmen ein Kontingent zugeordnet werden, dessen Verbrauch bei der Rechnungschreibung kostenlos abgegeben wird. Wenn das Kontingent verbraucht ist, werden ganz normale Rechnungen geschrieben. Das Kontingent kann sich auf Mengen oder Beträge beziehen und die monatlich anzurechenende Menge bzw. der Betrag kann begrenzt werden.
+With the function "fills with no charge" companies can be assigned a contigent of a product, of which the consumption value will be booked as free (without costs) during the invoicing. If the contingent is exhausted, the invocing will be made normally without reductions. The contingent can be defined as a quantity or an amount and the monthly value can be limited.
@@ Zeile 84: / Zeile 83: @@
 ===cancellation system / repeating system===
-Wenn statt mit einem Stornosystem mit einem Wiederholungssystem gearbeitet wird, erfolgt bei '''jedem''' Rechnungslauf der Abzug der Gratisabgabe. In diesem Fall müssen die Werte der Gratisabgaben zurückgesetzt werden. Ebenso ist bei stornierten Rechnungen zu prüfen, was in Abzug gebracht wurde. Details zu Stornosystem/Wiederholungssystem unter [[Fakturierung]]
+When using an invoicing repeating system instead of an invoicing cancellation system, the "fills with no charge" are booked with '''every''' invoicing session. In this case the values of the "fills with no charge" have to be checked and restored. In case of the cancellation of invoices the values of the "fills with no charge" have to be checked too. Details to the cancellation/repeating system under [[EN_invoicing|invoicing]]
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