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Standaardwaarden factuuronderwerp

Purchase invoices

For purchase invoices we will generate the document subject based on a template. This template can contain multiple tokens which will be substituted with readable values from some of the document fields.

The template for an invoice will be dependant of the vendor of the invoice. Initially the local instance of the vendor will be queried for a template. When not available the central instance of the same vendor (when available) will be used to retrieve a template. When neither is available we will fall back on a default template “Invoice from contact, category”. When no contact was specified for an invoice, the default “Invoice not yet processed” will be used.

Translation of the templates will be done in Dutch only for now. In the future we expect every administration to have a language setting which will be used as base language for translation.

The subject templates can be modified by users in the BackOffice role. This field is available in the Defaults tab of the company maintenance application (company.aspx). In the future I expect this field to be automatically generated based on a subject that is entered for an invoice. (I.e. it will recognize the "August 2008" part in the subject "Office supplies August 2008" and replace this with the month token).

Tokens

Below is a table of the various tokens that are available for the subject template. NB CASE SENSITIVE. So use lowercase

 [contact] The full name of the contact (vendor) of the invoice. E.g. “Google Adwords”
 [category] The description of the GL account used in the document. E.g. “Advertising cost”
 [date] Date of the invoice formatted in short date format. E.g. “07-11-2008”
 [week] Week and year of the invoice. E.g. “Week 44 2008”
 [week-1] Previous week (and year) of the invoice. E.g. “Week 43 2008” (For invoices that concern a previous week)
 [week+1] Next week (and year) of the invoice. E.g. “Week 45 2008”
 [month] Month and year of the invoice. E.g. “November 2008”
 [month-1] Previous month (and year) of the invoice. E.g. “October 2008” (For invoices that concert a previous month)
 [month+1] Next month (and year) of the invoice. E.g. “December 2008”
 [quarter] Quarter and year of the invoice. E.g. “4th quarter 2008”
 [quarter-1] Previous quarter (and year) of the invoice. E.g. “3rd quarter 2008”
 [quarter+1] Next quarter (and year) of the invoice. E.g. “1st quarter 2009”
 [halfyear] Half year and year of the invoice. E.g.”2nd half year 2008”
 [halfyear-1] Previous half year (and year) of the invoice. E.g. “1st half year 2008”
 [halfyear+1] Next half year (and year) of the invoice. E.g. “1st half year 2009”

Some examples


 [contact], Office supplies, [date] OfficeCenter, Office supplies, 12-08-2008
 Magazine subscription [quarter] Magazine subscription 1st quarter 2008
 Telephone subscription [month+1] and cost [month-1] Telephone subscription November 2008 and cost September 2008

Sales invoices

For sales invoices we will generate the document subject based on a single (default) template (non customer specific): “Invoice for contact”. When no contact was specified for an invoice, the default “Sales invoice not yet processed” will be used.
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