Voucher registration for sales orders
When you register an invoice via Ledger > Voucher registration, you can simultaneously post the invoice as a cost on a sales order.
Supplier setup
On the supplier, you have the option to choose a specific approver for all order costs from this supplier. This overrides the normal procedure where the order responsible must approve order costs.
You can also choose which cost type should be suggested when order costs are added to the invoice from the current supplier.
- Open the partner
- In the 'Setup' box, select the 'Supplier' tab
- Click on the edit icon or double-click in the box
- Choose the desired approver and/or cost type
Changes will apply to new invoices added in invoice registration.
Order cost in voucher registration
Start selecting an order task. The tasks you see in the list depend on their status and whether they are set to be displayed in the accounting views. Read more about task status here.
Also, select a cost type, and now you can register the cost with or without an article number:
- With article number: The description and the cost and sales price are retrieved from the corresponding article number.
- Without article number: Enter your own description and cost price. The sales price is automatically calculated based on the cost price and the standard profit margin percentage for the selected cost type.
All amounts displayed for order costs are excl. VAT!
Use the 'Edit all' and 'Clear list' buttons to make bulk changes/deletions of order costs on the invoice.
If approval rules are in place, the invoice will automatically be forwarded to the approver when the invoice is posted. The approver must then approve the part of the invoice related to order costs.
Read more: Voucher registration
Read more: Voucher registration electronic invoices
If either Const Type, Quantity, or Cost Price is missing from the entry, it will not be possible to approve the voucher. In that case, an error will be displayed at the bottom of the voucher, and the 'Bookkeep' button will be disabled.
Order costs on the sales order
- On the 'Costs' tab, you can see the entries from the voucher, which can be used for re-invoicing
- On the 'Documents' tab, you can see the original invoice, but it can also be viewed for each entry by unchecking the 'Grouped' option.
- On the 'Statistic' tab the cost posts are included in the calculation of margin etc. for each order task
- Updated